Vortrag am FONDS professionell KONGRESSUM Strategy Fund - Anteilklasse R
| MVD-Fonds Rating | EDA |
|---|---|
| Kein Rating vorhanden | - |
ISIN: DE000A3CWRK5 | WKN: A3CWRK
KAG: Universal-Investment
NAV: 85,45 EUR am 13.08.2026
Portfolio
Watchlist
KursalarmMonatsperformance UM Strategy Fund - Anteilklasse R
| 2026 | 2025 | 2024 | 2023 | 2022 | |
| Januar | +0,92% | +2,39% | -1,33% | +8,55% | -2,46% |
| Februar | +1,79% | -0,49% | -0,32% | -0,26% | -3,53% |
| März | +1,41% | -3,63% | +1,48% | +5,59% | +0,91% |
| April | -10,09% | -3,73% | -1,15% | -1,35% | -8,62% |
| Mai | -8,03% | +4,25% | -1,18% | +2,43% | -0,23% |
| Juni | -3,27% | +0,83% | -3,88% | +0,88% | -7,24% |
| Juli | +6,89% | -1,96% | +4,75% | +1,66% | +7,14% |
| August | +2,74% | +1,52% | +5,77% | -0,17% | -2,62% |
| September | - | -4,20% | +1,42% | -1,44% | -11,34% |
| Oktober | - | -1,83% | -1,15% | -3,03% | +4,66% |
| November | - | +2,79% | +0,25% | +6,97% | +4,43% |
| Dezember | - | -0,09% | -3,89% | +3,76% | -5,43% |
| Gesamt | -8,49% | -4,48% | +0,29% | +25,46% | -23,22% |
Performanceverteilung in Monats-Bausteinen
| 6/26 | ||||||||||
| 12/25 | ||||||||||
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| 9/25 | 8/26 | |||||||||
| 7/25 | 3/26 | |||||||||
| 4/25 | 2/26 | |||||||||
| 3/25 | 1/26 | |||||||||
| 2/25 | 11/25 | |||||||||
| 12/24 | 8/25 | |||||||||
| 10/24 | 6/25 | |||||||||
| 6/24 | 5/25 | |||||||||
| 5/24 | 1/25 | |||||||||
| 4/24 | 11/24 | |||||||||
| 2/24 | 9/24 | |||||||||
| 1/24 | 7/24 | |||||||||
| 10/23 | 3/24 | |||||||||
| 9/23 | 12/23 | |||||||||
| 8/23 | 7/23 | |||||||||
| 4/23 | 6/23 | 7/26 | ||||||||
| 2/23 | 5/23 | 8/24 | ||||||||
| 5/26 | 8/22 | 11/22 | 11/23 | |||||||
| 12/22 | 5/22 | 10/22 | 3/23 | |||||||
| 4/26 | 6/22 | 2/22 | 3/22 | 1/23 | ||||||
| 9/22 | 4/22 | 1/22 | 12/21 | 7/22 | ||||||
| -20% | -15% | -10% | -5% | 0% | 0% | 5% | 10% | 15% | 20% |
