Global Income Opportunities - P-CHF/ LI0343878471 /
NAV16.07.2024 | Diff.+0.2800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
88.9600CHF | +0.32% | thesaurierend | Anleihen weltweit | Ahead Wealth Sol. ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2018 | - | - | - | - | - | -0.34 | 0.21 | -0.49 | 0.07 | -1.08 | -0.61 | 0.08 | - |
2019 | 0.48 | 0.36 | 0.06 | -0.09 | -0.27 | 0.81 | -0.79 | 0.00 | -0.04 | -0.15 | -0.19 | 0.28 | +0.46% |
2020 | -0.03 | 0.24 | -5.93 | 2.31 | 1.27 | 1.68 | 0.86 | 0.51 | -0.19 | 0.05 | 0.00 | 0.01 | +0.54% |
2021 | 0.00 | -0.20 | -0.36 | 0.11 | 0.09 | 0.01 | 0.13 | -0.06 | -0.37 | -0.83 | -0.45 | -0.30 | -2.20% |
2022 | -0.40 | -1.06 | -1.14 | -0.54 | -0.64 | -1.47 | 0.20 | -0.29 | -2.25 | -1.24 | 1.08 | -0.09 | -7.62% |
2023 | 0.77 | -0.62 | -0.27 | 0.56 | -0.47 | -0.10 | -0.10 | -0.01 | -0.22 | 0.10 | 0.48 | 0.85 | +0.95% |
2024 | 0.34 | -0.15 | 0.31 | -0.59 | 0.26 | 0.26 | 0.44 | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 1.36% | 1.44% | 1.32% | 2.06% | 3.50% |
Sharpe Ratio | -1.44 | -1.52 | -1.32 | -3.07 | -1.53 |
Bester Monat | +0.85% | +0.44% | +0.85% | +1.08% | +2.31% |
Schlechtester Monat | -0.59% | -0.59% | -0.59% | -2.25% | -5.93% |
Maximaler Verlust | -0.64% | -0.64% | -0.64% | -10.40% | -10.77% |
Outperformance | -1.49% | - | -5.35% | -2.19% | - |
Alle Kurse in CHF
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Global Income Opportunities - P-... | thesaurierend | 88.9600 | +1.90% | -7.74% | |
Global Income Opportunities - P-... | thesaurierend | 93.0300 | +4.29% | -4.22% | |
Global Income Opportunities - P-... | thesaurierend | 101.2900 | +5.59% | -0.85% | |
Global Income Opportunities - P-... | thesaurierend | 112.4300 | +5.83% | +1.41% |
Performance
lfd. Jahr | +0.87% | ||
---|---|---|---|
6 Monate | +0.74% | ||
1 Jahr | +1.90% | ||
3 Jahre | -7.74% | ||
5 Jahre | -8.17% | ||
10 Jahre | - | ||
seit Beginn | -9.58% | ||
Jahr | |||
2023 | +0.95% | ||
2022 | -7.62% | ||
2021 | -2.20% | ||
2020 | +0.54% | ||
2019 | +0.46% |