Vanguard LifeStrategy 40% Equity UCITS ETF - (EUR) Accumulating/ IE00BMVB5M21 /
| NAV14.11.2024 | Diff.-0.0211 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 27.8709EUR | -0.08% | thesaurierend | Mischfonds weltweit | Vanguard Group (IE) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | -0.39 | -0.16 | 1.94 | 0.83 | 0.14 | 2.14 | 1.08 | 0.93 | -1.64 | 1.89 | 0.59 | 0.70 | +8.28% |
| 2022 | -2.54 | -2.08 | -0.31 | -3.41 | -0.77 | -3.67 | 5.42 | -3.04 | -5.40 | 1.49 | 3.13 | -4.08 | -14.73% |
| 2023 | 3.70 | -1.68 | 1.64 | 0.11 | 0.47 | 1.05 | 0.99 | -0.74 | -2.03 | -1.67 | 4.44 | 3.41 | +9.85% |
| 2024 | 0.69 | 1.07 | 1.79 | -2.10 | 1.51 | 1.74 | 1.52 | 0.71 | 1.29 | -0.97 | 1.84 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.08% | 5.22% | 5.00% | 6.58% | -% |
| Sharpe Ratio | 1.55 | 1.79 | 2.30 | -0.33 | - |
| Bester Monat | +3.41% | +1.84% | +4.44% | +5.42% | - |
| Schlechtester Monat | -2.10% | -0.97% | -2.10% | -5.40% | - |
| Maximaler Verlust | -2.61% | -2.58% | -2.61% | -16.19% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Vanguard LifeStrategy 40% Equity... | thesaurierend | 27.8709 | +14.55% | +2.48% | |
| Vanguard LifeStrategy 40% Equity... | ausschüttend | 25.7147 | +14.55% | +2.48% |
Performance
| lfd. Jahr | +9.38% | ||
|---|---|---|---|
| 6 Monate | +6.06% | ||
| 1 Jahr | +14.55% | ||
| 3 Jahre | +2.48% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +11.48% | ||
| Jahr | |||
| 2023 | +9.85% | ||
| 2022 | -14.73% | ||
| 2021 | +8.28% | ||
