Antecedo Defensive Growth R/ DE000A2PMW94 /
NAV22.07.2024 | Diff.+1.4500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
181.0800EUR | +0.81% | thesaurierend | Aktien Nordamerika | Universal-Investment ▶ |
Monatliche Performance
Jan | Feb | Mär | 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 | 0.31 | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 11.25% | 11.30% | 10.31% | 10.92% | -% |
Sharpe Ratio | 1.27 | 1.10 | 0.73 | 0.17 | - |
Bester Monat | +4.80% | +4.80% | +4.80% | +6.84% | +12.67% |
Schlechtester Monat | -3.55% | -3.55% | -3.98% | -6.75% | -6.75% |
Maximaler Verlust | -4.42% | -4.42% | -7.75% | -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 | 218.5800 | +11.86% | +20.26% | |
Antecedo Defensive Growth R | thesaurierend | 181.0800 | +11.13% | +17.74% |
Performance
lfd. Jahr | +9.58% | ||
---|---|---|---|
6 Monate | +7.75% | ||
1 Jahr | +11.13% | ||
3 Jahre | +17.74% | ||
5 Jahre | - | ||
10 Jahre | - | ||
seit Beginn | +87.18% | ||
Jahr | |||
2023 | +16.97% | ||
2022 | -13.29% | ||
2021 | +14.51% |