UBS (Lux) Equity SICAV - German High Dividend (EUR), Anteilsklasse P-acc, EUR
| MVD-Fonds Rating | EDA |
|---|---|
![]() ![]() ![]() ![]() ![]() ![]() | 61 |
ISIN: LU0775052292 | WKN: A1JWYR
KAG: UBS AM S.A. (EU)
NAV: 297,73 EUR am 10.12.2025
Chart
Kennzahlen UBS (Lux) Equity SICAV - German High Dividend (EUR), Anteilsklasse P-acc, EUR
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +1,00% | -1,20% | +11,73% | +47,41% | +58,03% | +79,09% | +196,28% |
| Volatilität | +11,76% | +11,86% | +15,46% | +12,98% | +15,07% | +17,34% | +17,07% |
| Sharpe Ratio | +0,91 | -0,38 | +0,62 | +0,91 | +0,50 | +0,23 | +0,37 |
| Bester Monat | - | +1,35% | +7,37% | +9,42% | +10,25% | +18,02% | +18,02% |
| Schl. Monat | - | -1,48% | -1,48% | -3,64% | -9,90% | -20,64% | -20,64% |
| Max. Verlust | -4,23% | -6,46% | -15,37% | -15,37% | -25,62% | -42,52% | -42,52% |
Monatsperformance UBS (Lux) Equity SICAV - German High Dividend (EUR), Anteilsklasse P-acc, EUR
| 2025 | 2024 | 2023 | 2022 | 2021 | |
| Januar | +7,37% | +1,37% | +9,42% | -1,03% | -1,94% |
| Februar | +3,66% | +1,85% | +0,72% | -5,65% | +3,71% |
| März | -1,20% | +4,61% | -0,25% | -1,16% | +8,82% |
| April | +0,47% | -2,63% | +2,16% | -1,27% | -0,18% |
| Mai | +4,53% | +3,29% | -2,78% | +0,90% | +2,70% |
| Juni | -0,55% | -1,30% | +2,16% | -9,90% | +0,17% |
| Juli | +0,78% | +0,68% | +2,58% | +3,28% | +0,81% |
| August | -0,65% | +2,66% | -2,31% | -3,98% | +2,51% |
| September | -1,48% | +2,28% | -2,89% | -7,47% | -2,97% |
| Oktober | -0,42% | -1,22% | -3,64% | +10,25% | +2,53% |
| November | +1,35% | +0,93% | +7,85% | +7,28% | -3,70% |
| Dezember | +0,17% | -0,10% | +2,95% | -2,68% | +4,89% |
| Gesamt | +14,53% | +12,88% | +16,13% | -12,50% | +18,01% |
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