B & M Leveraged Equity Fund/ LI0009024717 /
| NAV30.10.2024 | Diff.-5.0500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 702.3500CHF | -0.71% | thesaurierend | Alternative Investments weltweit | LLB Fund Services ▶ |
Monatliche Performance
| Jan | Feb | Mär | 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 | -3.26 | 1.48 | -0.97 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13.45% | 14.39% | 13.11% | 13.86% | 23.91% |
| Sharpe Ratio | 0.67 | 0.27 | 1.42 | 0.05 | -0.14 |
| Bester Monat | +5.52% | +5.52% | +8.99% | +8.99% | +19.03% |
| Schlechtester Monat | -3.26% | -3.26% | -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 | +9.88% | ||
|---|---|---|---|
| 6 Monate | +3.42% | ||
| 1 Jahr | +21.56% | ||
| 3 Jahre | +11.56% | ||
| 5 Jahre | -1.59% | ||
| 10 Jahre | - | ||
| seit Beginn | +2.73% | ||
| Jahr | |||
| 2023 | +19.91% | ||
| 2022 | -15.72% | ||
| 2021 | +27.29% | ||
| 2020 | -31.83% | ||
| 2019 | +6.60% | ||
