Vortrag am FONDS professionell KONGRESSUI Petrus Adv.Special Situations Fd.U.R
| MVD-Fonds Rating | EDA |
|---|---|
| Kein Rating vorhanden | - |
ISIN: LU1214676824 | WKN: A14Q7A
KAG: Universal-Inv. (LU)
NAV: 113,15 EUR am 16.03.2023
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Kennzahlen UI Petrus Adv.Special Situations Fd.U.R
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -3,68% | +9,57% | +4,08% | +29,17% | +12,06% | - | +17,07% |
| Volatilität | +10,34% | +17,90% | +18,49% | +16,68% | +14,74% | - | +13,51% |
| Sharpe Ratio | -4,01 | +0,97 | +0,07 | +0,37 | -0,03 | - | -0,03 |
| Bester Monat | - | +11,35% | +11,35% | +13,39% | +13,39% | - | +13,39% |
| Schl. Monat | - | -8,99% | -10,17% | -13,87% | -13,87% | - | -13,87% |
| Max. Verlust | -4,87% | -10,03% | -19,10% | -28,00% | -28,68% | - | -28,68% |
Monatsperformance UI Petrus Adv.Special Situations Fd.U.R
| 2023 | 2022 | 2021 | 2020 | 2019 | |
| Januar | +11,35% | -4,98% | +2,91% | +0,38% | +6,59% |
| Februar | +3,79% | -5,34% | +2,23% | -7,99% | -0,58% |
| März | -4,03% | -2,60% | +6,76% | -13,87% | +0,28% |
| April | - | +0,02% | +1,39% | +1,48% | +0,75% |
| Mai | - | -0,97% | +0,77% | +4,20% | +1,77% |
| Juni | - | -10,17% | -1,46% | -0,23% | +2,10% |
| Juli | - | +6,59% | +2,79% | -3,67% | +0,29% |
| August | - | -0,83% | +3,67% | +10,28% | -1,55% |
| September | - | -8,99% | -1,06% | -4,99% | +2,19% |
| Oktober | - | +3,69% | +0,95% | -3,66% | +2,03% |
| November | - | +7,89% | +1,37% | +13,39% | -1,11% |
| Dezember | - | -4,34% | +1,23% | +3,25% | +2,83% |
| Gesamt | +10,91% | -19,75% | +23,50% | -4,46% | +16,46% |
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