Quilter Investors Global Unconstrained Equity Fund A EUR/ GB00BC9LCJ06 /
| NAV23.07.2024 | Diff.+0,0200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 2,2100EUR | +0,91% | thesaurierend | Aktien weltweit | Quilter Investors ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | 4,68 | 2,27 | 0,69 | 2,74 | -3,63 | 1,23 | -7,44 | -3,69 | 8,52 | 2,90 | -4,81 | +5,76% |
| 2016 | -9,62 | -0,89 | 2,24 | 0,87 | 3,47 | -5,03 | 5,12 | -0,84 | 0,93 | -2,94 | 3,72 | 3,17 | -0,80% |
| 2017 | 0,81 | 3,77 | -0,54 | 0,93 | -0,69 | -2,79 | -0,32 | -2,40 | 2,62 | 2,95 | -0,08 | 2,02 | +6,22% |
| 2018 | 0,76 | -1,43 | -2,99 | 4,10 | 3,11 | -1,32 | -0,22 | 1,12 | 1,40 | -4,73 | -0,76 | -6,63 | -7,83% |
| 2019 | 6,11 | 3,19 | 2,71 | 2,64 | -1,93 | 2,11 | 1,36 | -1,90 | 0,36 | 3,43 | 4,22 | 0,46 | +24,92% |
| 2020 | -2,91 | -11,90 | -33,13 | 15,70 | 1,90 | -1,27 | -3,13 | 5,99 | -8,23 | 1,40 | 26,99 | 4,74 | -15,39% |
| 2021 | -0,47 | 12,94 | 7,15 | 1,36 | 1,60 | -1,95 | -1,54 | -0,13 | 2,81 | 0,06 | -3,81 | 5,15 | +24,43% |
| 2022 | 1,00 | -2,17 | 0,00 | 0,38 | 0,70 | -9,61 | 7,78 | -1,48 | -7,92 | 5,97 | 1,27 | -5,03 | -10,04% |
| 2023 | 7,04 | 1,50 | -2,05 | 1,25 | 4,85 | 4,88 | 1,71 | 2,14 | -0,74 | -3,03 | 5,94 | 2,50 | +28,66% |
| 2024 | 6,02 | 4,40 | 4,36 | -2,35 | 1,92 | 3,96 | 0,23 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9,69% | 9,80% | 9,79% | 15,13% | 22,71% |
| Sharpe Ratio | 3,58 | 3,18 | 2,73 | 0,62 | 0,24 |
| Bester Monat | +6,02% | +6,02% | +6,02% | +7,78% | +26,99% |
| Schlechtester Monat | -2,35% | -2,35% | -3,03% | -9,61% | -33,13% |
| Maximaler Verlust | -3,84% | -3,84% | -5,78% | -16,76% | -52,01% |
| Outperformance | +1,93% | - | +25,06% | -12,63% | -18,05% |
Alle Kurse in EUR
Performance
| lfd. Jahr | +19,78% | ||
|---|---|---|---|
| 6 Monate | +16,07% | ||
| 1 Jahr | +30,31% | ||
| 3 Jahre | +44,54% | ||
| 5 Jahre | +54,65% | ||
| 10 Jahre | - | ||
| seit Beginn | +87,29% | ||
| Jahr | |||
| 2023 | +28,66% | ||
| 2022 | -10,04% | ||
| 2021 | +24,43% | ||
| 2020 | -15,39% | ||
| 2019 | +24,92% | ||
| 2018 | -7,83% | ||
| 2017 | +6,22% | ||
| 2016 | -0,80% | ||
| 2015 | +5,76% | ||
