BKP Wachstum Global - Anteilklasse I/ DE000A3D05N0 /
NAV04/11/2024 | Chg.-99.7705 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
15,374.3398EUR | -0.64% | 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 | 3.44 | -0.01 | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 14.81% | 16.01% | 14.48% | -% | -% |
Sharpe ratio | 0.84 | 0.47 | 2.01 | - | - |
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 | 151.9700 | +31.09% | - | |
BKP Wachstum Global - Anteilklas... | reinvestment | 15,374.3398 | +31.96% | - |
Performance
YTD | +12.86% | ||
---|---|---|---|
6 Months | +5.12% | ||
1 Year | +31.96% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +53.74% | ||
Year |