Vortrag am FONDS professionell KONGRESSWellington FinTech Fund USD D AccU
| MVD-Fonds Rating | EDA |
|---|---|
  | 74 |
ISIN: IE00BDTMQ100 | WKN: A2N6C2
KAG: Wellington M.Fd.(IE)
NAV: 11,94 USD am 05.03.2026
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Kennzahlen Wellington FinTech Fund USD D AccU
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +0,29% | -22,88% | -17,10% | +0,14% | -31,71% | - | +19,37% |
| Volatilität | +34,36% | +22,60% | +24,96% | +21,07% | +24,65% | - | +25,74% |
| Sharpe Ratio | +0,05 | -1,90 | -0,77 | -0,10 | -0,38 | - | +0,01 |
| Bester Monat | - | +3,47% | +6,16% | +17,87% | +17,87% | - | +19,03% |
| Schl. Monat | - | -10,80% | -10,80% | -10,80% | -12,79% | - | -20,26% |
| Max. Verlust | -11,00% | -29,91% | -30,59% | -32,99% | -49,32% | - | -49,32% |
Monatsperformance Wellington FinTech Fund USD D AccU
| 2026 | 2025 | 2024 | 2023 | 2022 | |
| Januar | -8,26% | +6,31% | -0,07% | +12,02% | -7,74% |
| Februar | -10,80% | -7,87% | +1,95% | -3,85% | -7,61% |
| März | +3,47% | -6,01% | +2,20% | -1,53% | +4,08% |
| April | - | +1,52% | -9,13% | +1,47% | -12,79% |
| Mai | - | +6,16% | -1,58% | -3,41% | -2,87% |
| Juni | - | +2,70% | -0,08% | +7,68% | -11,42% |
| Juli | - | -0,31% | +6,36% | +5,82% | +9,47% |
| August | - | +1,57% | +7,41% | -3,80% | -4,78% |
| September | - | -4,03% | +2,32% | -7,73% | -10,81% |
| Oktober | - | -2,76% | +0,21% | -9,69% | +8,83% |
| November | - | -3,30% | +10,58% | +17,87% | +3,48% |
| Dezember | - | +0,82% | -6,71% | +9,51% | -6,12% |
| Gesamt | -15,33% | -6,13% | +12,43% | +22,56% | -34,57% |
