Vortrag am FONDS professionell KONGRESSLO Fds.Golden Age PA EUR Sy.H
| MVD-Fonds Rating | EDA |
|---|---|
  | - |
ISIN: LU0161986921 | WKN: 213725
KAG: Lombard Odier F.(EU)
NAV: 17,06 EUR am 02.10.2023
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Kennzahlen LO Fds.Golden Age PA EUR Sy.H
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -7,60% | -6,17% | +5,32% | -6,86% | -1,54% | +40,80% | +116,34% |
| Volatilität | +9,58% | +11,19% | +14,39% | +15,01% | +17,07% | +14,21% | +15,31% |
| Sharpe Ratio | -7,13 | -1,43 | +0,10 | -0,42 | -0,25 | -0,03 | +0,02 |
| Bester Monat | - | +6,46% | +9,70% | +11,77% | +11,77% | +11,77% | +11,77% |
| Schl. Monat | - | -6,29% | -6,29% | -8,92% | -12,44% | -12,44% | -12,44% |
| Max. Verlust | -7,60% | -11,40% | -13,21% | -34,41% | -34,41% | -34,41% | -34,41% |
Monatsperformance LO Fds.Golden Age PA EUR Sy.H
| 2023 | 2022 | 2021 | 2020 | 2019 | |
| Januar | +5,70% | -7,74% | +0,43% | -0,99% | +5,78% |
| Februar | -3,47% | -3,42% | +0,31% | -6,82% | +2,92% |
| März | -2,65% | -2,79% | +1,86% | -12,44% | +2,13% |
| April | +2,36% | -7,98% | +5,05% | +9,56% | -0,22% |
| Mai | -5,58% | -0,89% | +2,09% | +5,80% | -3,94% |
| Juni | +6,46% | -6,18% | +0,00% | +1,65% | +6,91% |
| Juli | +3,11% | +5,44% | +2,05% | +5,48% | -0,79% |
| August | -4,49% | -6,03% | +0,65% | +3,20% | -0,11% |
| September | -6,29% | -8,92% | -4,41% | -1,33% | -1,60% |
| Oktober | -1,01% | +5,89% | +4,44% | -1,94% | +1,84% |
| November | - | +9,70% | -4,25% | +11,77% | +2,06% |
| Dezember | - | -1,27% | +4,81% | +4,93% | +2,45% |
| Gesamt | -6,64% | -23,29% | +13,25% | +17,57% | +18,31% |
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