B & M Leveraged Equity Fund/ LI0009024717 /
NAV21.08.2024 | Diff.+10,0000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
703,0000CHF | +1,44% | thesaurierend | Alternative Investments weltweit | LLB Fund Services ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2019 | - | 4,45 | -4,88 | 10,59 | -14,26 | 0,52 | 2,99 | -6,22 | 7,66 | 4,01 | 1,22 | 0,89 | +6,60% |
2020 | -4,83 | -11,17 | -40,98 | 10,68 | 0,30 | -2,06 | 2,20 | 7,92 | -1,47 | -4,36 | 19,03 | 1,57 | -31,83% |
2021 | 3,97 | 7,46 | 4,76 | 3,62 | 1,77 | 3,68 | -0,80 | 0,56 | -3,07 | -0,18 | 3,14 | -0,06 | +27,29% |
2022 | -4,53 | -1,73 | 1,93 | -3,08 | -1,90 | -5,82 | 3,58 | -2,29 | -7,34 | 5,37 | 4,07 | -4,28 | -15,72% |
2023 | 7,57 | 2,51 | -0,04 | -1,17 | -0,74 | 2,49 | 1,24 | 0,20 | -0,73 | -5,26 | 8,99 | 4,08 | +19,91% |
2024 | 1,22 | 5,22 | 3,80 | -2,49 | 5,52 | -2,31 | 1,71 | -2,69 | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 14,65% | 14,77% | 13,53% | 13,90% | 24,51% |
Sharpe Ratio | 0,87 | 0,31 | 1,12 | 0,00 | -0,06 |
Bester Monat | +5,52% | +5,52% | +8,99% | +8,99% | +19,03% |
Schlechtester Monat | -2,69% | -2,69% | -5,26% | -7,34% | -40,98% |
Maximaler Verlust | -7,74% | -7,74% | -7,74% | -21,18% | -57,57% |
Outperformance | -36,01% | - | -32,23% | - | - |
Alle Kurse in CHF
Performance
lfd. Jahr | +9,98% | ||
---|---|---|---|
6 Monate | +3,99% | ||
1 Jahr | +18,61% | ||
3 Jahre | +10,86% | ||
5 Jahre | +10,29% | ||
10 Jahre | - | ||
seit Beginn | +2,82% | ||
Jahr | |||
2023 | +19,91% | ||
2022 | -15,72% | ||
2021 | +27,29% | ||
2020 | -31,83% | ||
2019 | +6,60% |