Mercer Sustainable Global Equity Fund M2 EUR/ IE00BZBZ8J34 /
| NAV05.11.2024 | Diff.+1.7600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 207.9900EUR | +0.85% | thesaurierend | Aktien weltweit | Mercer Global IM ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | -6.45 | -11.76 | 9.22 | 4.27 | 1.50 | 1.31 | 3.27 | 1.62 | -0.78 | 8.56 | 2.37 | +10.12% |
| 2021 | 0.21 | 0.67 | 6.36 | 1.70 | -0.03 | 4.69 | 2.63 | 3.95 | -3.67 | 5.89 | -0.10 | 3.15 | +28.06% |
| 2022 | -7.57 | -2.96 | 2.12 | -3.17 | -2.29 | -5.67 | 11.02 | -4.15 | -6.61 | 5.58 | 3.59 | -6.88 | -17.26% |
| 2023 | 4.55 | -0.12 | -0.94 | -0.59 | 1.48 | 2.74 | 1.09 | -1.79 | -2.72 | -2.64 | 6.39 | 4.29 | +11.88% |
| 2024 | 2.47 | 4.73 | 2.93 | -3.01 | 2.63 | 2.56 | 1.09 | 0.57 | 0.91 | -0.81 | 1.20 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.99% | 12.07% | 10.52% | 13.90% | -% |
| Sharpe Ratio | 1.49 | 0.78 | 2.19 | -0.01 | - |
| Bester Monat | +4.73% | +2.63% | +6.39% | +11.02% | +11.02% |
| Schlechtester Monat | -3.01% | -0.81% | -3.01% | -7.57% | -11.76% |
| Maximaler Verlust | -7.95% | -7.95% | -7.95% | -21.80% | - |
| Outperformance | +4.81% | - | +6.84% | - | - |
Alle Kurse in EUR
Performance
| lfd. Jahr | +16.14% | ||
|---|---|---|---|
| 6 Monate | +6.03% | ||
| 1 Jahr | +26.03% | ||
| 3 Jahre | +9.00% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +51.62% | ||
| Jahr | |||
| 2023 | +11.88% | ||
| 2022 | -17.26% | ||
| 2021 | +28.06% | ||
| 2020 | +10.12% | ||
