Evergreen PDI Yang/ DE000A2PMXV5 /
NAV01.10.2024 | Diff.-0.3400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
117.3700EUR | -0.29% | thesaurierend | Mischfonds weltweit | Universal-Investment ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2020 | 0.01 | -3.37 | -3.73 | 2.21 | 1.34 | 1.31 | 0.35 | 2.95 | -0.66 | -1.86 | 6.21 | 1.92 | +6.43% |
2021 | -0.24 | 0.30 | 4.02 | 1.54 | 0.28 | 3.15 | 1.10 | 1.96 | -4.35 | 3.44 | 0.14 | 2.15 | +14.03% |
2022 | -5.18 | -3.69 | -2.06 | -3.57 | -1.69 | -2.43 | 2.18 | -3.73 | -4.11 | 0.78 | 2.88 | -3.39 | -21.82% |
2023 | 4.15 | -2.98 | 3.11 | 0.85 | -0.56 | 3.20 | 2.36 | -2.78 | -4.48 | -2.51 | 7.14 | 5.32 | +12.76% |
2024 | -1.04 | 1.80 | 2.92 | -3.83 | 3.11 | 2.44 | 1.80 | 0.55 | 2.09 | -0.29 | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 9.95% | 10.31% | 9.78% | 9.47% | -% |
Sharpe Ratio | 1.00 | 1.10 | 1.86 | -0.27 | - |
Bester Monat | +5.32% | +3.11% | +7.14% | +7.14% | +7.14% |
Schlechtester Monat | -3.83% | -3.83% | -3.83% | -5.18% | -5.18% |
Maximaler Verlust | -5.81% | -5.81% | -5.81% | -23.21% | - |
Outperformance | +7.21% | - | - | - | - |
Alle Kurse in EUR
Performance
lfd. Jahr | +9.74% | ||
---|---|---|---|
6 Monate | +7.02% | ||
1 Jahr | +21.36% | ||
3 Jahre | +2.17% | ||
5 Jahre | - | ||
10 Jahre | - | ||
seit Beginn | +17.37% | ||
Jahr | |||
2023 | +12.76% | ||
2022 | -21.82% | ||
2021 | +14.03% | ||
2020 | +6.43% |