AL Trust Chance Inst(T)/ DE000A2PWPC0 /
| NAV02.08.2024 | Diff.-0.8900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 86.4600EUR | -1.02% | thesaurierend | Aktien weltweit | ALTE LEIPZIGER Trust ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | 10.60 | 2.16 | 1.37 | 0.73 | 4.06 | -1.26 | -2.26 | 8.64 | 1.59 | - |
| 2021 | 1.09 | 1.80 | 3.57 | 2.66 | 0.27 | 2.49 | 1.55 | 2.51 | -2.35 | 3.06 | -0.01 | 2.97 | +21.30% |
| 2022 | -7.66 | -2.49 | 4.36 | -3.34 | -2.48 | -6.01 | 6.52 | -1.14 | -7.04 | 4.31 | 2.97 | -3.49 | -15.52% |
| 2023 | 4.40 | 0.95 | -1.15 | 0.69 | 1.82 | 1.19 | 2.21 | -1.41 | -1.99 | -3.58 | 6.59 | 4.15 | +14.24% |
| 2024 | 3.02 | 2.63 | 3.11 | -1.57 | 1.66 | 1.95 | -0.45 | -0.38 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.84% | 5.97% | 6.18% | 8.51% | -% |
| Sharpe Ratio | 2.51 | 1.93 | 1.75 | 0.05 | - |
| Bester Monat | +4.15% | +3.11% | +6.59% | +6.59% | +10.60% |
| Schlechtester Monat | -1.57% | -1.57% | -3.58% | -7.66% | -7.66% |
| Maximaler Verlust | -3.44% | -3.44% | -6.53% | -19.53% | - |
| Outperformance | +1.12% | - | -1.54% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| AL Trust Chance | ausschüttend | 105.2300 | +13.27% | +9.34% | |
| AL Trust Chance Inst(T) | thesaurierend | 86.4600 | +14.46% | +12.80% |
Performance
| lfd. Jahr | +10.31% | ||
|---|---|---|---|
| 6 Monate | +7.31% | ||
| 1 Jahr | +14.46% | ||
| 3 Jahre | +12.80% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +72.92% | ||
| Jahr | |||
| 2023 | +14.24% | ||
| 2022 | -15.52% | ||
| 2021 | +21.30% | ||
