Protect 80 Alte & Neue Welt/ LU0519974686 /
| NAV30.10.2024 | Diff.-1.0100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 171.6600EUR | -0.58% | thesaurierend | Sonstige Fonds weltweit | Structured Invest ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | -2.13 | 1.42 | -2.40 | -0.86 | 0.54 | -3.37 | -0.68 | -11.45 | -3.35 | 7.01 | -2.79 | 1.06 | -16.61% |
| 2012 | 5.15 | 2.91 | -0.46 | -0.94 | -4.73 | 1.82 | 3.49 | -0.51 | 1.17 | -0.81 | 0.94 | -0.30 | +7.63% |
| 2013 | 2.21 | 2.41 | 3.31 | 0.54 | 0.78 | -3.57 | 2.36 | -2.38 | 2.93 | 2.43 | 0.69 | -0.26 | +11.79% |
| 2014 | -2.84 | 2.53 | -0.08 | -0.32 | 3.56 | 1.14 | 0.75 | 2.69 | -0.43 | 0.18 | 1.92 | -0.49 | +8.77% |
| 2015 | 5.41 | 5.62 | 2.01 | -1.31 | 1.72 | -3.93 | 1.85 | -8.71 | -3.80 | 8.10 | 2.69 | -3.95 | +4.47% |
| 2016 | -6.79 | -0.54 | 1.38 | -0.08 | 2.06 | -2.30 | 1.95 | 0.26 | -0.73 | -0.18 | 1.77 | 2.01 | -1.53% |
| 2017 | -0.05 | 3.28 | 0.66 | -0.17 | -0.52 | -1.24 | -0.65 | -0.49 | 1.71 | 2.10 | -0.29 | 0.28 | +4.63% |
| 2018 | 1.04 | -2.29 | -2.67 | 2.16 | 2.53 | -0.98 | 0.84 | - | - | - | - | - | - |
| 2022 | - | 23.50 | 0.86 | -3.05 | -1.76 | -5.99 | 6.46 | -3.28 | -6.22 | 2.75 | 3.46 | -3.59 | - |
| 2023 | 3.62 | -1.13 | 0.42 | 0.54 | 0.22 | 1.83 | 1.90 | -0.84 | -2.18 | -2.84 | 4.34 | 2.81 | +8.75% |
| 2024 | 1.35 | 1.67 | 2.23 | -1.93 | 1.03 | 1.52 | 1.02 | 0.64 | 0.33 | 0.18 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.91% | 6.21% | 5.82% | 11.38% | 11.38% |
| Sharpe Ratio | 1.19 | 1.09 | 2.32 | - | - |
| Bester Monat | +2.81% | +1.52% | +4.34% | +6.46% | - |
| Schlechtester Monat | -1.93% | -1.93% | -2.84% | -6.22% | - |
| Maximaler Verlust | -4.00% | -4.00% | -4.00% | -15.14% | -15.14% |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Performance
| lfd. Jahr | +8.28% | ||
|---|---|---|---|
| 6 Monate | +4.80% | ||
| 1 Jahr | +16.59% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | +44.67% | ||
| seit Beginn | +55.14% | ||
| Jahr | |||
| 2023 | +8.75% | ||
| 2017 | +4.63% | ||
| 2016 | -1.53% | ||
| 2015 | +4.47% | ||
