Vortrag am FONDS professionell KONGRESSWKR Vermögensbildungsfonds AMI
| MVD-Fonds Rating | EDA |
|---|---|
  | 92 |
ISIN: DE000A2DR244 | WKN: A2DR24
KAG: Ampega Investment
NAV: 72,97 EUR am 24.03.2023
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Kennzahlen WKR Vermögensbildungsfonds AMI
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -2,93% | +22,70% | -11,28% | +41,28% | -21,75% | - | -27,03% |
| Volatilität | +22,42% | +19,97% | +21,40% | +20,38% | +20,31% | - | +20,25% |
| Sharpe Ratio | -1,57 | +2,44 | -0,67 | +0,45 | -0,38 | - | -0,44 |
| Bester Monat | - | +12,86% | +12,86% | +15,87% | +15,87% | - | +15,87% |
| Schl. Monat | - | -11,43% | -13,38% | -19,56% | -19,56% | - | -19,56% |
| Max. Verlust | -6,75% | -8,33% | -29,69% | -41,61% | -48,78% | - | -50,78% |
Monatsperformance WKR Vermögensbildungsfonds AMI
| 2023 | 2022 | 2021 | 2020 | 2019 | |
| Januar | +12,86% | -5,26% | +5,05% | -0,51% | +13,00% |
| Februar | +0,13% | -4,71% | +3,01% | -6,07% | -1,25% |
| März | -2,45% | -0,51% | +2,71% | -19,56% | -5,14% |
| April | - | -7,00% | +1,80% | +11,95% | +7,99% |
| Mai | - | -0,35% | +1,48% | +6,76% | -8,72% |
| Juni | - | -13,38% | +0,59% | +3,85% | -0,24% |
| Juli | - | +3,89% | -2,63% | +2,68% | -1,02% |
| August | - | -4,38% | +1,07% | +4,77% | -4,12% |
| September | - | -11,43% | -2,34% | -0,26% | +0,14% |
| Oktober | - | +8,34% | +2,57% | -4,53% | +2,76% |
| November | - | +6,80% | -5,66% | +15,87% | +1,61% |
| Dezember | - | -1,27% | -0,45% | +2,51% | +1,59% |
| Gesamt | +10,24% | -27,53% | +6,93% | +13,52% | +4,93% |
