B & M Leveraged Equity Fund/ LI0009024717 /
| NAV26.06.2024 | Diff.-1,8500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 710,2500CHF | -0,26% | 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 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13,20% | 12,95% | 11,58% | 13,41% | 24,59% |
| Sharpe Ratio | 1,58 | 1,54 | 1,44 | 0,01 | -0,09 |
| Bester Monat | +5,52% | +5,52% | +8,99% | +8,99% | +19,03% |
| Schlechtester Monat | -2,49% | -2,49% | -5,26% | -7,34% | -40,98% |
| Maximaler Verlust | -4,57% | -4,57% | -6,80% | -21,34% | -57,57% |
| Outperformance | -36,01% | - | -32,23% | - | - |
Alle Kurse in CHF
Performance
| lfd. Jahr | +11,12% | ||
|---|---|---|---|
| 6 Monate | +11,12% | ||
| 1 Jahr | +20,24% | ||
| 3 Jahre | +11,72% | ||
| 5 Jahre | +7,63% | ||
| 10 Jahre | - | ||
| seit Beginn | +3,88% | ||
| Jahr | |||
| 2023 | +19,91% | ||
| 2022 | -15,72% | ||
| 2021 | +27,29% | ||
| 2020 | -31,83% | ||
| 2019 | +6,60% | ||
