Vortrag am FONDS professionell KONGRESSsmart-invest - HELIOS AR - B
| MVD-Fonds Rating | EDA |
|---|---|
  | 69 |
ISIN: LU0146463616 | WKN: 576214
KAG: Axxion
NAV: 54,67 EUR am 16.08.2024
Portfolio
Watchlist
KursalarmChart
Kennzahlen smart-invest - HELIOS AR - B
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -1,41% | +1,22% | +8,06% | -4,82% | +11,44% | +14,47% | +119,00% |
| Volatilität | +15,34% | +8,61% | +7,95% | +8,02% | +8,37% | +7,87% | +6,92% |
| Sharpe Ratio | -1,23 | -0,13 | +0,57 | -0,65 | -0,16 | -0,28 | +0,01 |
| Bester Monat | - | +2,65% | +3,33% | +3,33% | +5,09% | +5,09% | +6,02% |
| Schl. Monat | - | -2,11% | -2,36% | -6,28% | -7,64% | -8,02% | -8,02% |
| Max. Verlust | -5,10% | -5,10% | -5,10% | -18,78% | -18,78% | -18,78% | -22,27% |
Monatsperformance smart-invest - HELIOS AR - B
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +2,26% | +2,06% | -6,28% | +2,02% | +0,90% |
| Februar | +1,35% | -1,41% | +0,22% | +0,71% | -3,15% |
| März | +1,11% | +2,12% | +2,22% | -0,81% | -7,64% |
| April | -2,11% | -0,18% | -2,87% | +1,85% | +5,09% |
| Mai | +0,34% | +1,16% | -2,89% | +0,11% | +0,87% |
| Juni | +2,65% | +0,53% | -2,69% | +1,00% | -0,16% |
| Juli | +0,38% | +1,52% | +2,09% | +0,39% | +2,01% |
| August | -1,10% | -0,50% | -1,84% | +1,53% | +2,82% |
| September | - | -2,36% | -3,70% | -2,23% | -1,71% |
| Oktober | - | -1,08% | +0,02% | +3,22% | -0,82% |
| November | - | +3,33% | +0,08% | +0,34% | +4,63% |
| Dezember | - | +1,88% | -3,24% | +1,03% | +1,62% |
| Gesamt | +4,89% | +7,13% | -17,63% | +9,44% | +3,85% |
