MFM Funds (Lux) - MFM Global Equity Fund RF CHF/ LU1864375198 /
| NAV22.08.2024 | Diff.-0.3300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 181.9600CHF | -0.18% | thesaurierend | Aktien weltweit | FundPartner Sol.(EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | -6.26 | 3.89 | 0.02 | -2.17 | 2.57 | 2.63 | 1.70 | 2.45 | - |
| 2020 | -0.60 | -6.86 | -11.09 | 7.98 | 4.74 | 2.49 | 2.94 | 4.39 | -2.04 | -2.78 | 9.94 | 2.71 | +10.25% |
| 2021 | -0.76 | 2.06 | 4.39 | 2.84 | 1.27 | 2.16 | 0.92 | 3.43 | -3.76 | 4.17 | -2.16 | 3.25 | +18.94% |
| 2022 | -5.45 | -3.28 | 1.54 | -4.35 | -0.77 | -6.65 | 6.22 | -3.18 | -8.20 | 5.50 | 7.17 | -4.29 | -15.94% |
| 2023 | 6.18 | -1.87 | 2.94 | 0.56 | -0.66 | 3.89 | 2.20 | -2.63 | -3.59 | -2.80 | 6.20 | 3.18 | +13.76% |
| 2024 | 1.22 | 4.30 | 3.51 | -2.43 | 2.89 | 0.94 | 0.06 | 0.06 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9.80% | 10.48% | 9.49% | 13.19% | 15.50% |
| Sharpe Ratio | 1.43 | 0.57 | 1.32 | -0.05 | 0.35 |
| Bester Monat | +4.30% | +4.30% | +6.20% | +7.17% | +9.94% |
| Schlechtester Monat | -2.43% | -2.43% | -3.59% | -8.20% | -11.09% |
| Maximaler Verlust | -8.73% | -8.73% | -8.73% | -23.82% | -29.93% |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| MFM Funds (Lux) - MFM Global Equ... | thesaurierend | 201.6800 | +20.15% | +16.81% | |
| MFM Funds (Lux) - MFM Global Equ... | thesaurierend | 125.5700 | +15.24% | - | |
| MFM Funds (Lux) - MFM Global Equ... | thesaurierend | 181.9600 | +16.11% | +8.74% | |
| MFM Funds (Lux) - MFM Global Equ... | thesaurierend | 188.1200 | +18.60% | +12.32% |
Performance
| lfd. Jahr | +10.87% | ||
|---|---|---|---|
| 6 Monate | +4.63% | ||
| 1 Jahr | +16.11% | ||
| 3 Jahre | +8.74% | ||
| 5 Jahre | +53.09% | ||
| 10 Jahre | - | ||
| seit Beginn | +45.31% | ||
| Jahr | |||
| 2023 | +13.76% | ||
| 2022 | -15.94% | ||
| 2021 | +18.94% | ||
| 2020 | +10.25% | ||
