BKP Wachstum Global - Anteilklasse I/ DE000A3D05N0 /
NAV2024-10-01 | Chg.-73.7598 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
14,791.4004EUR | -0.50% | reinvestment | Equity Worldwide | Universal-Investment ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | - | - | 6.25 | -7.57 | 17.01 | 0.24 | 5.11 | -2.92 | -2.11 | -2.96 | 15.94 | 5.07 | - |
2024 | 3.81 | 4.81 | -0.28 | -3.39 | -1.21 | 5.96 | -3.50 | 2.42 | 0.63 | -0.50 | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 14.79% | 15.52% | 14.97% | -% | -% |
Sharpe ratio | 0.57 | -0.17 | 1.65 | - | - |
Best month | +5.96% | +5.96% | +15.94% | - | - |
Worst month | -3.50% | -3.50% | -3.50% | - | - |
Maximum loss | -11.02% | -11.02% | -11.02% | - | - |
Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
BKP Wachstum Global - Anteilklas... | reinvestment | 146.3000 | +27.04% | - | |
BKP Wachstum Global - Anteilklas... | reinvestment | 14,791.4004 | +27.89% | - |
Performance
YTD | +8.58% | ||
---|---|---|---|
6 Months | +0.35% | ||
1 Year | +27.89% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +47.91% | ||
Year |