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MBH Paradigma Alap/  HU0000713409  /

Fonds
NAV14/08/2024 Var.+0.0015 Type of yield Focus sugli investimenti Società d'investimento
1.3610HUF +0.11% - - Budapest Alapkezelő Zrt. ▶
 

Performance mensile

  gen feb mar apr mag giu lug ago set ott nov dic Totale
2014 - - - 0.57 1.36 0.36 0.29 0.46 0.07 -0.29 0.67 -0.57 -
2015 0.38 0.99 0.84 0.85 0.64 -0.12 0.08 -0.94 -0.66 1.37 0.10 -1.12 +2.41%
2016 -0.38 0.84 0.55 0.97 0.31 0.57 0.29 0.20 0.46 0.16 0.38 0.32 +4.76%
2017 0.54 0.44 -0.60 0.14 -0.33 -0.16 0.02 0.24 0.46 -0.22 -0.36 -0.62 -0.46%
2018 0.32 -0.79 -0.61 -0.03 -1.03 -0.97 1.04 -1.14 0.31 -0.68 -1.13 0.25 -4.41%
2019 0.35 0.16 0.68 0.64 -0.05 1.70 2.66 -1.79 1.89 -0.85 2.02 1.43 +9.11%
2020 2.30 -2.68 -11.15 -2.56 5.87 2.13 -0.38 2.40 0.00 -0.72 4.09 3.51 +1.68%
2021 -1.28 2.09 -0.46 -0.07 -0.24 1.62 -0.11 -0.19 0.79 1.27 -3.00 2.03 +2.36%
2022 -0.66 -0.42 1.15 -0.09 1.00 -2.92 -0.44 -4.60 -1.11 -0.11 4.38 -0.31 -4.31%
2023 3.07 -0.61 1.09 0.96 0.87 1.51 1.25 0.85 0.68 0.34 1.27 1.73 +13.77%
2024 0.56 1.12 0.59 1.20 0.01 0.81 0.28 0.01 - - - - -

Calculated values

  YTD 6 mesi 1 anno 3 anni 5 anni
Volatilità 2.47% 2.65% 2.30% 5.55% 5.97%
Indice di Sharpe 1.66 1.29 2.58 0.21 0.18
Mese migliore +1.73% +1.20% +1.73% +4.38% +5.87%
Mese peggiore +0.01% +0.01% +0.01% -4.60% -11.15%
Perdita massima -0.90% -0.90% -0.90% -12.18% -18.63%
Outperformance - - - - -
 
Tutte le quotazioni in HUF

Prestazione

YTD  
+4.65%
6 mesi  
+3.41%
1 anno  
+9.48%
3 anni  
+14.72%
5 anni  
+25.34%
10 anni  
+32.40%
Dall'inizio  
+36.15%
Anno
2023  
+13.77%
2022
  -4.31%
2021  
+2.36%
2020  
+1.68%
2019  
+9.11%
2018
  -4.41%
2017
  -0.46%
2016  
+4.76%
2015  
+2.41%