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FIMAX Aktien Global UI/  DE000A2QCXK7  /

Fonds
NAV2024-07-22 Chg.+0.8200 Type of yield Investment Focus Investment company
117.0800EUR +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 0.64 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.09% 6.13% 6.44% 9.36% -%
Sharpe ratio 1.66 1.72 1.15 -0.27 -
Best month +3.02% +3.02% +5.50% +5.50% -
Worst month -2.05% -2.05% -2.25% -5.82% -
Maximum loss -2.74% -2.74% -6.76% -18.80% -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+7.43%
6 Months  
+6.86%
1 Year  
+11.06%
3 Years  
+3.65%
5 Years     -
10 Years     -
Since start  
+17.08%
Year
2023  
+11.42%
2022
  -15.70%
2021  
+14.62%