Finreon SGKB Tail Risk Control (World) ESG - Anteilklasse KHC/ DE000A3DQ2B3 /
| NAV01.10.2024 | Diff.-1.1900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 134.8300CHF | -0.87% | thesaurierend | Aktien weltweit | Universal-Investment ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | - | - | 1.87 | 5.86 | -5.05 | - |
| 2023 | 6.99 | -3.12 | 0.73 | 0.91 | -1.31 | 5.62 | 2.82 | -2.14 | -5.19 | -3.41 | 9.60 | 4.18 | +15.56% |
| 2024 | 1.35 | 3.89 | 3.09 | -4.12 | 4.09 | 2.14 | 0.50 | 1.99 | 1.48 | -0.87 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.65% | 12.51% | 11.46% | -% | -% |
| Sharpe Ratio | 1.37 | 0.76 | 2.03 | - | - |
| Bester Monat | +4.18% | +4.09% | +9.60% | +9.60% | - |
| Schlechtester Monat | -4.12% | -4.12% | -4.12% | -5.19% | - |
| Maximaler Verlust | -9.02% | -9.02% | -9.02% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Finreon SGKB Tail R.Contr.(Wld)E... | thesaurierend | 146.8200 | +32.04% | - | |
| Finreon SGKB Tail Risk Control (... | thesaurierend | 134.8300 | +26.43% | - | |
| Finreon SGKB Tail Risk Control (... | thesaurierend | 132.3700 | +31.70% | - | |
| Finreon SGKB Tail Risk Control (... | thesaurierend | 118.5700 | - | - | |
| Finreon SGKB Tail Risk Control (... | thesaurierend | 105.6700 | - | - | |
| Finreon SGKB Tail R.Contr.(Wld)E... | thesaurierend | 140.5500 | +29.89% | - |
Performance
| lfd. Jahr | +14.10% | ||
|---|---|---|---|
| 6 Monate | +6.18% | ||
| 1 Jahr | +26.43% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +34.83% | ||
| Jahr | |||
| 2023 | +15.56% | ||
