Vortrag am FONDS professionell KONGRESSUniEuropa Mid&SmallCaps
| MVD-Fonds Rating | EDA |
|---|---|
  | 85 |
ISIN: LU0090772608 | WKN: 988567
KAG: Union Investment(LU)
NAV: 72,07 EUR am 15.04.2021
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Kennzahlen UniEuropa Mid&SmallCaps
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +4,36% | +26,13% | +66,72% | +35,44% | +66,97% | +145,16% | +83,76% |
| Volatilität | +11,49% | +15,63% | +17,64% | +19,00% | +17,01% | +17,65% | +27,23% |
| Sharpe Ratio | +5,73 | +3,83 | +3,81 | +0,59 | +0,67 | +0,56 | +0,12 |
| Bester Monat | - | +13,95% | +15,44% | +15,44% | +15,44% | +15,44% | +38,58% |
| Schl. Monat | - | -5,28% | -5,28% | -18,50% | -18,50% | -18,50% | -38,73% |
| Max. Verlust | -2,14% | -8,68% | -10,52% | -38,43% | -38,43% | -38,43% | -95,52% |
Monatsperformance UniEuropa Mid&SmallCaps
| 2021 | 2020 | 2019 | 2018 | 2017 | |
| Januar | -0,83% | -2,00% | +8,58% | +3,69% | +0,26% |
| Februar | +3,23% | -7,17% | +1,30% | -3,08% | +2,98% |
| März | +4,79% | -18,50% | +1,30% | -3,36% | +4,33% |
| April | +2,99% | +15,44% | +4,84% | +1,91% | +4,35% |
| Mai | - | +6,17% | -5,41% | +3,02% | +2,33% |
| Juni | - | +3,61% | +3,97% | -0,90% | -1,61% |
| Juli | - | +2,14% | -0,32% | +1,76% | +0,65% |
| August | - | +6,39% | -1,15% | +0,41% | +0,33% |
| September | - | -0,83% | +2,45% | -2,51% | +4,06% |
| Oktober | - | -5,28% | +2,69% | -9,63% | +3,24% |
| November | - | +13,95% | +4,37% | -5,02% | -3,74% |
| Dezember | - | +7,39% | +3,55% | -7,25% | +1,32% |
| Gesamt | +10,48% | +17,61% | +28,71% | -19,87% | +19,74% |
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