Antecedo Defensive Growth I/ DE000A2PMXA9 /
| NAV01.10.2024 | Diff.-1,3900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 221,5100EUR | -0,62% | thesaurierend | Aktien Nordamerika | Universal-Investment ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | - | - | - | 2,03 | 2,80 | 1,66 | - |
| 2020 | 2,63 | 0,89 | 2,72 | 12,47 | 3,44 | 6,94 | 6,35 | 12,72 | -5,30 | -1,03 | 2,56 | 2,82 | +56,81% |
| 2021 | 3,93 | -0,88 | -3,17 | 3,99 | -3,01 | 4,63 | 3,21 | 3,26 | -4,68 | 4,93 | 3,80 | -1,00 | +15,31% |
| 2022 | -6,69 | -1,91 | 1,66 | -3,57 | -0,55 | 0,54 | 2,22 | -1,26 | -0,12 | -0,77 | -0,24 | -2,39 | -12,62% |
| 2023 | 1,72 | -0,76 | 6,25 | -1,91 | 6,91 | 2,44 | 2,55 | -2,07 | -3,92 | -1,79 | 3,67 | 4,00 | +17,74% |
| 2024 | 1,23 | 3,10 | 0,70 | -3,49 | 3,06 | 4,85 | -0,67 | 0,75 | 2,27 | -0,62 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11,88% | 12,04% | 11,09% | 11,19% | 12,54% |
| Sharpe Ratio | 1,04 | 0,87 | 1,27 | 0,35 | 1,12 |
| Bester Monat | +4,85% | +4,85% | +4,85% | +6,91% | +12,72% |
| Schlechtester Monat | -3,49% | -3,49% | -3,49% | -6,69% | -6,69% |
| Maximaler Verlust | -7,49% | -7,49% | -7,49% | -15,73% | -15,73% |
| Outperformance | +23,53% | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Antecedo Defensive Growth I | thesaurierend | 221,5100 | +17,29% | +23,31% | |
| Antecedo Defensive Growth R | thesaurierend | 183,2500 | +16,52% | +20,73% |
Performance
| lfd. Jahr | +11,49% | ||
|---|---|---|---|
| 6 Monate | +6,62% | ||
| 1 Jahr | +17,29% | ||
| 3 Jahre | +23,31% | ||
| 5 Jahre | +122,04% | ||
| 10 Jahre | - | ||
| seit Beginn | +121,51% | ||
| Jahr | |||
| 2023 | +17,74% | ||
| 2022 | -12,62% | ||
| 2021 | +15,31% | ||
| 2020 | +56,81% | ||
