AL Trust Wachstum Inst(T)/ DE000A2PWPE6 /
| NAV11.10.2024 | Diff.+0.0600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 72.9800EUR | +0.08% | thesaurierend | Mischfonds weltweit | ALTE LEIPZIGER Trust ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | 7.71 | 2.12 | 1.52 | 1.04 | 2.68 | -0.85 | -1.25 | 6.35 | 1.19 | - |
| 2021 | 0.63 | 0.94 | 2.24 | 1.91 | 0.12 | 1.87 | 1.33 | 1.61 | -1.87 | 1.82 | -0.20 | 1.95 | +12.97% |
| 2022 | -5.66 | -2.80 | 2.26 | -3.09 | -1.93 | -5.67 | 5.63 | -1.38 | -6.25 | 3.13 | 2.91 | -2.91 | -15.40% |
| 2023 | 3.96 | 0.06 | -0.65 | 0.57 | 0.83 | 0.97 | 1.61 | -1.00 | -1.87 | -2.42 | 5.38 | 3.86 | +11.55% |
| 2024 | 1.81 | 1.59 | 2.50 | -1.37 | 1.24 | 1.51 | 0.15 | 1.19 | 1.10 | 0.18 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.11% | 5.66% | 5.09% | 6.45% | -% |
| Sharpe Ratio | 2.01 | 1.18 | 2.79 | -0.11 | - |
| Bester Monat | +3.86% | +1.51% | +5.38% | +5.63% | +7.71% |
| Schlechtester Monat | -1.37% | -1.37% | -2.42% | -6.25% | -6.25% |
| Maximaler Verlust | -4.15% | -4.15% | -4.15% | -19.02% | - |
| Outperformance | -1.64% | - | -4.02% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| AL Trust Wachstum | ausschüttend | 88.7300 | +16.43% | +5.18% | |
| AL Trust Wachstum Inst(T) | thesaurierend | 72.9800 | +17.41% | +7.75% |
Performance
| lfd. Jahr | +10.31% | ||
|---|---|---|---|
| 6 Monate | +4.86% | ||
| 1 Jahr | +17.41% | ||
| 3 Jahre | +7.75% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +45.96% | ||
| Jahr | |||
| 2023 | +11.55% | ||
| 2022 | -15.40% | ||
| 2021 | +12.97% | ||
