Mediolanum Challenge Financial Equity Evolution SA/ IE0004490672 /
NAV17.09.2024 | Diff.+0.0590 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
10.5000EUR | +0.57% | thesaurierend | Aktien weltweit | Mediolanum Int. Fds. ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2007 | - | -2.59 | -1.47 | 2.15 | 2.34 | -3.31 | -6.68 | -2.03 | 1.34 | -0.90 | -9.18 | -2.58 | -19.21% |
2008 | -7.59 | -4.68 | -7.12 | 7.72 | -3.58 | -13.36 | 4.38 | 0.70 | -8.60 | -15.54 | -12.89 | -4.40 | -50.25% |
2009 | -8.15 | -12.41 | 1.95 | 22.01 | 6.40 | 0.11 | 7.73 | 8.12 | 0.45 | -3.53 | -2.81 | 3.93 | +21.55% |
2010 | -1.55 | 2.11 | 8.87 | 0.83 | -6.29 | -2.53 | 3.79 | -4.06 | 0.76 | -0.50 | 1.16 | 5.26 | +7.14% |
2011 | 1.11 | 2.06 | -4.39 | -1.98 | -1.11 | -3.20 | -1.44 | -12.31 | -1.81 | 7.98 | -9.48 | 6.92 | -17.88% |
2012 | 6.34 | 3.53 | 2.39 | -2.03 | -5.97 | 3.68 | 5.44 | 0.06 | 2.42 | 0.10 | 1.22 | 1.69 | +19.85% |
2013 | 3.55 | 2.14 | 3.41 | 1.71 | 1.48 | -3.82 | 3.50 | -2.73 | 2.51 | 1.87 | 2.22 | -0.70 | +15.86% |
2014 | -1.73 | 1.49 | -0.21 | 0.02 | 2.88 | 0.74 | 2.04 | 1.13 | 1.22 | 0.11 | 3.66 | 1.18 | +13.14% |
2015 | 1.92 | 5.91 | 3.07 | -0.58 | 1.91 | -4.07 | 3.55 | -8.92 | -6.65 | 10.99 | 2.23 | -4.72 | +2.96% |
2016 | -13.07 | -1.35 | 2.82 | 3.14 | 1.41 | -7.50 | 4.52 | 2.76 | -2.11 | 4.16 | 7.60 | 4.28 | +4.84% |
2017 | 0.15 | 2.76 | -0.81 | -0.67 | -3.18 | 2.20 | -0.43 | -2.53 | 4.78 | 3.38 | -1.38 | 0.66 | +4.71% |
2018 | 2.09 | -1.10 | -6.60 | 3.69 | 0.30 | -2.53 | 4.00 | -1.55 | 0.99 | -6.97 | 1.60 | -10.93 | -16.80% |
2019 | 7.63 | 3.09 | -2.05 | 7.93 | -6.85 | 1.20 | 2.51 | -6.09 | 6.75 | 2.32 | 3.72 | 1.16 | +21.98% |
2020 | -2.16 | -7.89 | -24.52 | 9.37 | -0.56 | -1.01 | -1.91 | 5.30 | -6.21 | -2.74 | 22.53 | -1.25 | -16.50% |
2021 | 0.52 | 10.83 | 6.77 | 0.91 | 3.62 | -1.99 | -0.50 | 2.83 | 1.00 | 2.15 | -3.73 | 3.13 | +27.74% |
2022 | 2.45 | -1.58 | -1.33 | -4.41 | 1.15 | -8.89 | 3.82 | 0.86 | -5.71 | 6.92 | 4.46 | -2.86 | -6.12% |
2023 | 7.11 | 1.18 | -10.14 | 2.86 | -0.25 | 2.77 | 4.79 | -2.06 | 0.97 | -4.75 | 7.23 | 4.45 | +13.52% |
2024 | 3.73 | 1.91 | 6.12 | 0.27 | 1.81 | -1.56 | 5.17 | -0.62 | -0.49 | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 11.42% | 12.91% | 11.09% | 15.69% | 20.51% |
Sharpe Ratio | 1.89 | 1.07 | 1.77 | 0.34 | 0.18 |
Bester Monat | +6.12% | +6.12% | +7.23% | +7.23% | +22.53% |
Schlechtester Monat | -1.56% | -1.56% | -4.75% | -10.14% | -24.52% |
Maximaler Verlust | -8.40% | -8.40% | -8.40% | -20.00% | -41.41% |
Outperformance | +1.13% | - | -2.01% | -16.26% | -36.72% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Mediolanum Challenge Financial E... | thesaurierend | 5.6020 | +23.18% | +29.86% | |
Mediolanum Challenge Financial E... | thesaurierend | 10.5000 | +23.01% | +28.87% |
Performance
lfd. Jahr | +17.23% | ||
---|---|---|---|
6 Monate | +8.29% | ||
1 Jahr | +23.01% | ||
3 Jahre | +28.87% | ||
5 Jahre | +41.89% | ||
10 Jahre | +60.55% | ||
seit Beginn | +3.23% | ||
Jahr | |||
2023 | +13.52% | ||
2022 | -6.12% | ||
2021 | +27.74% | ||
2020 | -16.50% | ||
2019 | +21.98% | ||
2018 | -16.80% | ||
2017 | +4.71% | ||
2016 | +4.84% | ||
2015 | +2.96% |