Industrial Metals Champions Fund B/ LI0382154693 /
| NAV30.09.2024 | Diff.-1,2100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 151,1300CHF | -0,79% | thesaurierend | Alternative Investments weltweit | Accuro Fund Sol. ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | 0,70 | -5,09 | -2,37 | -6,56 | 2,42 | -9,48 | -3,98 | -4,27 | - |
| 2019 | 9,38 | 3,89 | 0,40 | -1,36 | -13,36 | 9,20 | -4,40 | -8,68 | 1,23 | 3,76 | 1,11 | 8,11 | +6,72% |
| 2020 | -10,81 | -13,38 | -19,90 | 15,05 | 9,38 | 3,98 | 9,31 | 7,59 | -6,42 | 6,14 | 19,52 | 17,22 | +32,52% |
| 2021 | -1,32 | 13,55 | -1,35 | 11,02 | 3,40 | -4,69 | 5,35 | -4,63 | -9,58 | 7,06 | -5,25 | 7,42 | +19,72% |
| 2022 | -1,29 | 14,28 | 8,30 | -11,54 | -1,47 | -24,91 | 2,57 | -0,85 | -9,57 | 0,31 | 23,16 | -1,60 | -10,61% |
| 2023 | 13,55 | -10,83 | -3,33 | -1,39 | -10,37 | 5,20 | 6,98 | -9,09 | -0,89 | -10,23 | 4,38 | 10,33 | -9,31% |
| 2024 | -10,30 | -3,61 | 8,72 | 6,22 | 3,32 | -7,96 | -8,15 | -3,93 | 11,65 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 24,96% | 27,12% | 24,84% | 29,04% | 31,00% |
| Sharpe Ratio | -0,48 | -0,30 | -0,16 | -0,33 | 0,10 |
| Bester Monat | +11,65% | +11,65% | +11,65% | +23,16% | +23,16% |
| Schlechtester Monat | -10,30% | -8,15% | -10,30% | -24,91% | -24,91% |
| Maximaler Verlust | -30,78% | -30,78% | -30,78% | -51,07% | -51,07% |
| Outperformance | -4,99% | - | +1,12% | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Industrial Metals Champions Fund... | thesaurierend | 209,2800 | +11,24% | +4,29% | |
| Industrial Metals Champions Fund... | thesaurierend | 151,1300 | -0,68% | -17,37% | |
| Industrial Metals Champions Fund... | thesaurierend | 136,3000 | +2,19% | - | |
| Industrial Metals Champions Fund... | thesaurierend | 137,6700 | +10,36% | - |
Performance
| lfd. Jahr | -6,45% | ||
|---|---|---|---|
| 6 Monate | -2,45% | ||
| 1 Jahr | -0,68% | ||
| 3 Jahre | -17,37% | ||
| 5 Jahre | +36,45% | ||
| 10 Jahre | - | ||
| seit Beginn | +0,75% | ||
| Jahr | |||
| 2023 | -9,31% | ||
| 2022 | -10,61% | ||
| 2021 | +19,72% | ||
| 2020 | +32,52% | ||
| 2019 | +6,72% | ||
