Vortrag am FONDS professionell KONGRESSG&W - TREND ALLOCATION - FONDS
| MVD-Fonds Rating | EDA |
|---|---|
  | 58 |
ISIN: DE0006780380 | WKN: 678038
KAG: WARBURG INVEST KAG
NAV: 204,05 EUR am 07.08.2026
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Kennzahlen G&W - TREND ALLOCATION - FONDS
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +4,11% | +24,24% | +44,50% | +35,76% | +12,30% | +52,54% | +107,65% |
| Volatilität | +14,14% | +18,58% | +16,55% | +16,15% | +13,78% | +13,64% | +15,50% |
| Sharpe Ratio | +4,12 | +2,86 | +2,54 | +0,51 | -0,01 | +0,13 | +0,07 |
| Bester Monat | - | +13,12% | +13,12% | +13,12% | +13,12% | +13,12% | +13,98% |
| Schl. Monat | - | -8,21% | -8,21% | -8,21% | -13,08% | -14,99% | -16,50% |
| Max. Verlust | -3,08% | -9,66% | -10,14% | -24,11% | -34,90% | -34,90% | -34,90% |
Monatsperformance G&W - TREND ALLOCATION - FONDS
| 2026 | 2025 | 2024 | 2023 | 2022 | |
| Januar | +2,53% | +3,40% | -1,22% | +2,57% | -13,08% |
| Februar | -0,94% | -8,07% | +0,81% | -2,80% | +0,22% |
| März | -8,21% | -2,78% | +0,52% | -0,12% | +1,46% |
| April | +13,12% | +2,95% | -5,26% | +1,88% | -2,53% |
| Mai | +9,23% | +2,90% | +0,82% | +0,25% | -1,50% |
| Juni | +6,52% | +0,68% | -0,17% | -1,17% | -2,59% |
| Juli | +1,08% | -2,03% | -1,82% | +2,26% | -1,10% |
| August | +2,50% | +5,38% | +0,40% | -1,43% | +1,64% |
| September | - | +2,99% | +0,24% | -4,41% | -0,97% |
| Oktober | - | +0,59% | +2,07% | -7,66% | +1,70% |
| November | - | +1,00% | -0,66% | +11,42% | -1,52% |
| Dezember | - | +4,08% | -4,14% | +5,66% | -1,21% |
| Gesamt | +27,13% | +10,82% | -8,33% | +5,28% | -18,59% |
