Global Income Opportunities - P-GBP/ LI0343878513 /
| NAV20.08.2024 | Diff.+0.0500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 102.2600GBP | +0.05% | thesaurierend | Anleihen weltweit | Ahead Wealth Sol. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | -0.15 | 0.34 | -0.41 | 0.16 | -0.97 | -0.49 | 0.27 | - |
| 2019 | 0.64 | 0.42 | 0.13 | 0.06 | -0.14 | 0.99 | -0.55 | 0.10 | 0.07 | 0.02 | -0.07 | 0.45 | +2.13% |
| 2020 | 0.15 | 0.33 | -6.08 | 2.66 | 1.37 | 1.73 | 0.92 | 0.56 | -0.05 | 0.10 | 0.08 | 0.20 | +1.73% |
| 2021 | 0.04 | -0.12 | -0.26 | 0.20 | 0.12 | 0.12 | 0.19 | 0.02 | -0.35 | -0.98 | -0.28 | -0.24 | -1.54% |
| 2022 | -0.36 | -0.96 | -1.33 | -0.41 | -0.50 | -1.22 | 0.32 | -0.09 | -2.30 | -0.96 | 1.43 | 0.29 | -5.98% |
| 2023 | 1.01 | -0.41 | 0.06 | 0.84 | -0.22 | 0.05 | 0.20 | 0.34 | 0.07 | 0.45 | 1.07 | 1.00 | +4.55% |
| 2024 | 0.45 | 0.10 | 0.60 | -0.23 | 0.54 | 0.49 | 0.90 | 0.72 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 1.30% | 1.36% | 1.32% | 2.22% | 3.61% |
| Sharpe Ratio | 1.86 | 1.96 | 2.34 | -1.60 | -0.85 |
| Bester Monat | +1.00% | +0.90% | +1.07% | +1.43% | +2.66% |
| Schlechtester Monat | -0.23% | -0.23% | -0.23% | -2.30% | -6.08% |
| Maximaler Verlust | -0.36% | -0.36% | -0.36% | -9.31% | -9.31% |
| Outperformance | +5.14% | - | +5.15% | -0.26% | - |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Global Income Opportunities - P-... | thesaurierend | 89.4300 | +2.82% | -7.29% | |
| Global Income Opportunities - P-... | thesaurierend | 93.7700 | +4.90% | -3.52% | |
| Global Income Opportunities - P-... | thesaurierend | 102.2600 | +6.60% | -0.02% | |
| Global Income Opportunities - P-... | thesaurierend | 113.5400 | +6.90% | +2.27% |
Performance
| lfd. Jahr | +3.63% | ||
|---|---|---|---|
| 6 Monate | +3.05% | ||
| 1 Jahr | +6.60% | ||
| 3 Jahre | -0.02% | ||
| 5 Jahre | +2.50% | ||
| 10 Jahre | - | ||
| seit Beginn | +2.32% | ||
| Jahr | |||
| 2023 | +4.55% | ||
| 2022 | -5.98% | ||
| 2021 | -1.54% | ||
| 2020 | +1.73% | ||
| 2019 | +2.13% | ||
