Global Adv.Fd.Major Mark.Hi.Value
MVD-Fonds Rating | EDA |
---|---|
![]() ![]() ![]() ![]() ![]() ![]() | 70 |
ISIN: LU0044747169 | WKN: 972580
KAG: Universal-Inv. (LU)
NAV: 3.356,31 EUR am 07.04.2021

Kennzahlen Global Adv.Fd.Major Mark.Hi.Value
1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
Performance | +3,09% | +24,40% | +31,35% | +15,27% | +48,82% | +73,02% | +230,60% |
Volatilität | +8,08% | +13,68% | +15,98% | +15,37% | +13,57% | +14,79% | +17,00% |
Sharpe Ratio | +5,62 | +4,06 | +2,00 | +0,35 | +0,65 | +0,42 | +0,36 |
Bester Monat | - | +15,06% | +15,06% | +15,06% | +15,06% | +15,06% | +15,06% |
Schl. Monat | - | -4,27% | -4,27% | -15,95% | -15,95% | -15,95% | -15,95% |
Max. Verlust | -1,50% | -6,70% | -11,12% | -31,43% | -31,43% | -31,43% | -55,25% |
Monatsperformance Global Adv.Fd.Major Mark.Hi.Value
2021 | 2020 | 2019 | 2018 | 2017 | |
Januar | -0,07% | -2,00% | +6,41% | +2,30% | +0,78% |
Februar | +4,14% | -6,76% | +2,57% | -2,59% | +3,46% |
März | +7,55% | -15,95% | +1,28% | -2,94% | +2,05% |
April | +0,35% | +6,18% | +3,59% | +4,62% | +0,53% |
Mai | - | -0,10% | -5,87% | +0,79% | -0,06% |
Juni | - | +2,25% | +3,96% | -2,15% | -0,97% |
Juli | - | -2,19% | -0,05% | +2,33% | +1,48% |
August | - | +3,57% | -2,75% | -1,92% | +0,44% |
September | - | -2,44% | +3,40% | +1,41% | +2,38% |
Oktober | - | -4,27% | +1,32% | -5,43% | +2,93% |
November | - | +15,06% | +1,31% | +0,19% | -1,53% |
Dezember | - | +2,26% | +3,26% | -5,83% | +0,21% |
Gesamt | +12,32% | -7,27% | +19,37% | -9,37% | +12,21% |
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