Finreon SGKB Carbon Focus - Anteilklasse AC/ DE000A3D05Z4 /
| NAV04.11.2024 | Diff.-0.7900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 110.7600CHF | -0.71% | thesaurierend | Aktien weltweit | Universal-Investment ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | 1.09 | 0.34 | 1.58 | 2.07 | -0.09 | -2.26 | -3.22 | -2.88 | 4.35 | 1.15 | - |
| 2024 | 1.95 | 4.05 | 4.14 | -2.08 | 0.72 | 0.54 | 0.30 | -1.37 | 0.80 | -1.15 | 0.45 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.13% | 13.49% | 11.55% | -% | -% |
| Sharpe Ratio | 0.58 | -0.29 | 0.72 | - | - |
| Bester Monat | +4.14% | +0.80% | +4.35% | - | - |
| Schlechtester Monat | -2.08% | -1.37% | -2.08% | - | - |
| Maximaler Verlust | -11.47% | -11.47% | -11.47% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Finreon SGKB Carbon Focus I2 | thesaurierend | 107.8700 | +14.90% | - | |
| Finreon SGKB Carbon Focus - Ante... | thesaurierend | 116.4300 | +15.00% | - | |
| Finreon SGKB Carbon Focus A | thesaurierend | 119.2800 | +14.19% | - | |
| Finreon SGKB Carbon Focus - Ante... | thesaurierend | 110.7600 | +11.33% | - | |
| Finreon SGKB Carbon Focus I1 | thesaurierend | 107.5700 | +14.78% | - | |
| Finreon SGKB Carbon Focus C | thesaurierend | 107.6700 | +14.63% | - |
Performance
| lfd. Jahr | +8.46% | ||
|---|---|---|---|
| 6 Monate | -0.40% | ||
| 1 Jahr | +11.33% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +10.76% | ||
| Jahr | |||
