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FIMAX Aktien Global UI/  DE000A2QCXK7  /

Fonds
NAV01/10/2024 Chg.+0.1700 Type of yield Investment Focus Investment company
120.5900EUR +0.14% reinvestment Equity Worldwide Universal-Investment ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2020 - - - - - - - - - - - 0.85 -
2021 -0.80 -1.46 6.04 2.37 0.97 2.78 1.27 1.54 -4.17 2.49 -0.15 3.20 +14.62%
2022 -3.83 -3.93 1.60 -2.26 -2.25 -5.03 5.24 -3.27 -5.82 4.06 3.64 -4.30 -15.70%
2023 3.94 -0.63 2.28 1.51 -0.92 0.77 1.80 -0.68 -2.21 -2.25 5.50 2.06 +11.42%
2024 1.59 1.58 3.02 -2.05 1.68 0.82 1.62 1.18 0.67 0.14 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.19% 7.79% 6.98% 9.51% -%
Sharpe ratio 1.56 0.76 1.94 -0.01 -
Best month +3.02% +1.68% +5.50% +5.50% -
Worst month -2.05% -2.05% -2.25% -5.82% -
Maximum loss -4.34% -4.34% -4.34% -18.80% -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+10.65%
6 Months  
+4.49%
1 Year  
+16.79%
3 Years  
+9.87%
5 Years     -
10 Years     -
Since start  
+20.59%
Year
2023  
+11.42%
2022
  -15.70%
2021  
+14.62%