Vortrag am FONDS professionell KONGRESSUS EquityFlex Y USD
| MVD-Fonds Rating | EDA |
|---|---|
  | 63 |
ISIN: LU1138401531 | WKN: A12E0U
KAG: LRI Invest
NAV: 2.577,75 USD am 16.03.2023
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Kennzahlen US EquityFlex Y USD
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -3,15% | +4,12% | -11,92% | +79,44% | +67,43% | - | +158,94% |
| Volatilität | +22,45% | +28,27% | +30,78% | +26,21% | +25,21% | - | +22,00% |
| Sharpe Ratio | -1,64 | +0,20 | -0,48 | +0,71 | +0,32 | - | +0,43 |
| Bester Monat | - | +10,96% | +11,43% | +13,71% | +13,71% | - | +13,71% |
| Schl. Monat | - | -13,21% | -13,21% | -13,21% | -14,29% | - | -14,29% |
| Max. Verlust | -6,73% | -12,34% | -30,05% | -32,60% | -32,72% | - | -32,72% |
Monatsperformance US EquityFlex Y USD
| 2023 | 2022 | 2021 | 2020 | 2019 | |
| Januar | +8,55% | -6,28% | -0,28% | -0,06% | +12,82% |
| Februar | -2,85% | -3,61% | +3,02% | -13,27% | +3,60% |
| März | +0,25% | +4,73% | +5,41% | -4,69% | +2,29% |
| April | - | -11,02% | +5,74% | +13,71% | +4,46% |
| Mai | - | -0,74% | +1,13% | +5,51% | -7,60% |
| Juni | - | -10,34% | +2,83% | +1,80% | +9,08% |
| Juli | - | +11,43% | +2,67% | +6,41% | +1,69% |
| August | - | -5,79% | +3,57% | +7,65% | -1,94% |
| September | - | -13,21% | -5,43% | -3,73% | +2,33% |
| Oktober | - | +10,96% | +8,71% | -3,44% | +2,79% |
| November | - | +6,42% | -0,87% | +13,33% | +3,92% |
| Dezember | - | -6,66% | +5,78% | +3,61% | +2,90% |
| Gesamt | +5,72% | -24,76% | +36,50% | +26,16% | +41,18% |
