BFT Partners - Via Equity Europe SRI - I/ FR0013385531 /
| NAV06.06.2024 | Diff.+7,4900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 1.539,6200EUR | +0,49% | thesaurierend | Aktien Europa | BFT Inv.Managers ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | 1,04 | -0,96 | 3,31 | 1,35 | 3,15 | 2,49 | - |
| 2020 | -0,10 | -7,38 | -16,07 | 7,75 | 3,96 | 3,93 | 0,77 | 3,59 | -0,02 | -4,90 | 12,22 | 2,25 | +2,96% |
| 2021 | -1,24 | 2,91 | 7,90 | 2,09 | 4,02 | 1,27 | 2,27 | 1,41 | -4,61 | 3,38 | -2,07 | 5,05 | +24,10% |
| 2022 | -5,35 | -4,36 | 0,54 | -0,61 | -1,62 | -8,79 | 7,64 | -5,19 | -7,32 | 7,06 | 5,48 | -3,05 | -15,96% |
| 2023 | 5,87 | 2,57 | -1,43 | -0,16 | -2,85 | 3,84 | 1,64 | -2,14 | -1,17 | -5,03 | 7,38 | 4,22 | +12,63% |
| 2024 | 2,64 | 2,85 | 4,20 | -1,18 | 4,48 | 1,09 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 8,54% | 8,14% | 9,92% | 14,52% | 17,38% |
| Sharpe Ratio | 4,03 | 4,20 | 1,85 | 0,05 | 0,30 |
| Bester Monat | +4,48% | +4,48% | +7,38% | +7,64% | +12,22% |
| Schlechtester Monat | -1,18% | -1,18% | -5,03% | -8,79% | -16,07% |
| Maximaler Verlust | -2,95% | -2,95% | -9,39% | -25,50% | -36,90% |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| BFT Partners - Via Equity Europe... | thesaurierend | 1.539,6200 | +22,08% | +14,18% | |
| BFT Partners - Via Equity Europe... | thesaurierend | 147,7128 | +21,07% | +11,43% |
Performance
| lfd. Jahr | +14,81% | ||
|---|---|---|---|
| 6 Monate | +17,39% | ||
| 1 Jahr | +22,08% | ||
| 3 Jahre | +14,18% | ||
| 5 Jahre | +53,99% | ||
| 10 Jahre | - | ||
| seit Beginn | +53,99% | ||
| Jahr | |||
| 2023 | +12,63% | ||
| 2022 | -15,96% | ||
| 2021 | +24,10% | ||
| 2020 | +2,96% | ||
