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FIMAX Aktien Global UI/  DE000A2QCXK7  /

Fonds
NAV2024-11-04 Chg.-0.8500 Type of yield Investment Focus Investment company
118.6000EUR -0.71% 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 -1.49 -0.03 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.27% 7.95% 6.89% 9.53% -%
Sharpe ratio 1.03 0.49 1.76 -0.20 -
Best month +3.02% +1.68% +5.50% +5.50% -
Worst month -2.05% -1.49% -2.05% -5.82% -
Maximum loss -4.34% -4.34% -4.34% -18.80% -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+8.83%
6 Months  
+3.43%
1 Year  
+15.16%
3 Years  
+3.49%
5 Years     -
10 Years     -
Since start  
+18.60%
Year
2023  
+11.42%
2022
  -15.70%
2021  
+14.62%