Vortrag am FONDS professionell KONGRESSH & A Prime Values Equity A
| MVD-Fonds Rating | EDA |
|---|---|
  | - |
ISIN: LU0470356352 | WKN: HAFX4X
KAG: Hauck & Aufhäuser
NAV: 176,85 EUR am 03.12.2021
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Kennzahlen H & A Prime Values Equity A
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -0,67% | +6,94% | +16,10% | +28,71% | +39,74% | +94,68% | +76,85% |
| Volatilität | +13,19% | +10,19% | +11,19% | +14,71% | +13,08% | +12,33% | +12,36% |
| Sharpe Ratio | -0,55 | +1,47 | +1,49 | +0,64 | +0,57 | +0,61 | +0,44 |
| Bester Monat | - | +3,61% | +3,61% | +8,26% | +8,26% | +8,26% | +8,26% |
| Schl. Monat | - | -4,30% | -4,30% | -15,71% | -15,71% | -15,71% | -15,71% |
| Max. Verlust | -4,62% | -5,75% | -7,59% | -27,49% | -27,49% | -27,49% | -27,49% |
Monatsperformance H & A Prime Values Equity A
| 2021 | 2020 | 2019 | 2018 | 2017 | |
| Januar | +3,00% | +1,79% | +6,62% | +1,83% | +0,41% |
| Februar | -2,56% | -3,04% | +4,04% | -2,37% | +2,81% |
| März | +2,65% | -15,71% | +1,63% | -5,36% | -0,45% |
| April | +2,27% | +8,26% | +3,58% | +3,14% | +1,59% |
| Mai | +0,35% | +2,20% | -2,62% | +2,82% | +1,22% |
| Juni | +1,37% | +0,18% | +1,85% | -2,02% | -1,96% |
| Juli | +1,05% | +3,46% | +1,53% | +1,80% | +0,85% |
| August | +3,36% | +2,39% | -2,53% | +3,13% | -1,10% |
| September | -4,30% | -0,45% | +1,25% | -0,43% | +3,28% |
| Oktober | +3,61% | -2,76% | +1,20% | -6,79% | +2,64% |
| November | +2,05% | +7,04% | +1,94% | +1,43% | -2,78% |
| Dezember | -0,89% | +2,73% | +0,50% | -7,87% | +0,01% |
| Gesamt | +12,26% | +3,98% | +20,31% | -10,98% | +6,51% |
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