Antecedo Defensive Growth R/ DE000A2PMW94 /
| NAV04.11.2024 | Diff.-1,0400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 184,7300EUR | -0,56% | thesaurierend | Aktien Nordamerika | Universal-Investment ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | 2,68 | 12,43 | 3,40 | 6,90 | 6,31 | 12,67 | -5,35 | -1,07 | 2,51 | 2,77 | - |
| 2021 | 3,87 | -0,93 | -3,24 | 3,94 | -3,07 | 4,58 | 3,15 | 3,20 | -4,74 | 4,88 | 3,74 | -1,06 | +14,51% |
| 2022 | -6,75 | -1,97 | 1,53 | -3,62 | -0,62 | 0,48 | 2,16 | -1,32 | -0,18 | -0,83 | -0,30 | -2,44 | -13,29% |
| 2023 | 1,66 | -0,82 | 6,19 | -1,95 | 6,84 | 2,39 | 2,48 | -2,12 | -3,98 | -1,84 | 3,64 | 3,95 | +16,97% |
| 2024 | 1,17 | 3,04 | 0,64 | -3,55 | 3,00 | 4,80 | -0,74 | 0,69 | 2,22 | 0,25 | -0,09 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11,81% | 11,87% | 11,39% | 11,19% | -% |
| Sharpe Ratio | 0,94 | 1,20 | 1,41 | 0,11 | - |
| Bester Monat | +4,80% | +4,80% | +4,80% | +6,84% | +12,67% |
| Schlechtester Monat | -3,55% | -0,74% | -3,55% | -6,75% | -6,75% |
| Maximaler Verlust | -7,55% | -7,55% | -7,55% | -16,45% | - |
| Outperformance | -4,01% | - | -17,07% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Antecedo Defensive Growth I | thesaurierend | 223,4300 | +19,85% | +16,09% | |
| Antecedo Defensive Growth R | thesaurierend | 184,7300 | +19,07% | +13,65% |
Performance
| lfd. Jahr | +11,79% | ||
|---|---|---|---|
| 6 Monate | +8,29% | ||
| 1 Jahr | +19,07% | ||
| 3 Jahre | +13,65% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +90,96% | ||
| Jahr | |||
| 2023 | +16,97% | ||
| 2022 | -13,29% | ||
| 2021 | +14,51% | ||
