Vontobel Fund - US Equity B USD
MVD-Fonds Rating | EDA |
---|---|
![]() ![]() ![]() ![]() ![]() ![]() | 68 |
ISIN: LU0035765741 | WKN: 972046
KAG: Vontobel AM
NAV: 2.426,49 USD am 19.08.2024
Chart
Kennzahlen Vontobel Fund - US Equity B USD
1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
Performance | +2,37% | +7,41% | +19,45% | +19,56% | +67,27% | +197,28% | +2.326,49% |
Volatilität | +16,19% | +10,67% | +10,57% | +16,04% | +19,54% | +16,36% | +14,92% |
Sharpe Ratio | +1,74 | +1,12 | +1,51 | +0,16 | +0,37 | +0,49 | +0,45 |
Bester Monat | - | +4,27% | +6,49% | +7,59% | +11,84% | +11,84% | +13,37% |
Schl. Monat | - | -3,50% | -3,57% | -9,73% | -11,74% | -11,74% | -12,54% |
Max. Verlust | -4,43% | -4,86% | -6,89% | -23,99% | -32,94% | -32,94% | -49,52% |
Monatsperformance Vontobel Fund - US Equity B USD
2024 | 2023 | 2022 | 2021 | 2020 | |
Januar | +1,21% | +4,41% | -4,41% | -3,15% | +0,09% |
Februar | +4,27% | -3,67% | -3,33% | +2,15% | -8,26% |
März | +1,02% | +4,94% | +2,11% | +3,68% | -11,74% |
April | -3,50% | +3,35% | -6,28% | +5,99% | +11,84% |
Mai | +1,26% | -0,55% | -1,46% | -0,29% | +5,15% |
Juni | +3,15% | +5,42% | -6,14% | +1,95% | -0,03% |
Juli | +2,11% | +3,39% | +7,59% | +2,85% | +6,19% |
August | +1,07% | -0,26% | -3,73% | +1,19% | +6,65% |
September | - | -3,57% | -9,73% | -5,88% | -3,23% |
Oktober | - | -0,25% | +7,20% | +6,21% | -4,20% |
November | - | +6,49% | +5,69% | -3,03% | +9,85% |
Dezember | - | +2,68% | -3,71% | +5,55% | +4,79% |
Gesamt | +10,90% | +24,04% | -16,57% | +17,68% | +15,15% |