Vortrag am FONDS professionell KONGRESSGS&P Fonds - Family Business R EUR
| MVD-Fonds Rating | EDA |
|---|---|
  | 83 |
ISIN: LU0179106983 | WKN: 593125
KAG: GS&P KAG
NAV: 173,08 EUR am 20.01.2026
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Kennzahlen GS&P Fonds - Family Business R EUR
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +3,01% | -0,12% | +14,71% | +8,63% | +18,39% | +45,31% | +290,70% |
| Volatilität | +7,38% | +10,63% | +14,04% | +12,32% | +13,81% | +14,12% | +13,36% |
| Sharpe Ratio | +5,86 | -0,21 | +0,90 | +0,06 | +0,10 | +0,13 | +0,32 |
| Bester Monat | - | +2,91% | +4,88% | +6,96% | +8,43% | +17,54% | +17,54% |
| Schl. Monat | - | -2,77% | -2,77% | -5,88% | -12,61% | -17,33% | -17,33% |
| Max. Verlust | -2,00% | -7,23% | -14,39% | -19,58% | -25,63% | -36,58% | -46,12% |
Monatsperformance GS&P Fonds - Family Business R EUR
| 2026 | 2025 | 2024 | 2023 | 2022 | |
| Januar | +1,47% | +2,28% | -0,68% | +6,96% | -1,89% |
| Februar | - | +2,57% | +1,57% | +0,64% | -3,47% |
| März | - | +1,13% | +2,64% | -1,07% | +1,38% |
| April | - | -1,34% | +2,00% | +0,42% | -3,45% |
| Mai | - | +4,88% | +1,85% | -0,63% | +0,96% |
| Juni | - | +2,60% | -2,89% | -0,55% | -4,56% |
| Juli | - | +2,91% | -1,33% | +1,97% | +0,19% |
| August | - | +0,42% | -2,99% | -1,64% | -3,10% |
| September | - | -1,25% | -3,34% | -4,31% | -12,61% |
| Oktober | - | +0,18% | -3,68% | -5,88% | +5,20% |
| November | - | -2,77% | -2,03% | +5,04% | +8,43% |
| Dezember | - | +2,32% | +2,64% | +5,05% | -0,68% |
| Gesamt | +1,47% | +14,56% | -6,39% | +5,34% | -14,14% |
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