VEGA France Convictions RC/ FR0007479365 /
| NAV22.08.2024 | Diff.+0,1000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 40,8600EUR | +0,25% | thesaurierend | Aktien Branchenmix | Vega IM ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | -0,56 | -0,62 | 5,34 | 1,08 | -2,55 | -1,21 | - |
| 2018 | 3,76 | -2,55 | -2,48 | 4,78 | -2,45 | -1,47 | 1,08 | -1,07 | -0,12 | -8,51 | -3,69 | -8,63 | -20,15% |
| 2019 | 6,42 | 5,72 | 1,00 | 6,64 | -6,86 | 7,59 | 0,33 | -1,38 | 2,76 | 0,03 | 2,45 | 1,82 | +28,84% |
| 2020 | -3,28 | -7,20 | -19,39 | 7,82 | 5,69 | 5,18 | -0,46 | 3,21 | -0,86 | -5,70 | 18,95 | 0,97 | +0,06% |
| 2021 | -1,41 | 3,79 | 5,14 | 3,44 | 2,29 | 1,37 | 2,21 | 1,41 | -4,14 | 4,71 | -3,04 | 6,22 | +23,64% |
| 2022 | -5,22 | -5,00 | -1,57 | -2,81 | 1,09 | -11,11 | 9,72 | -5,36 | -8,88 | 7,28 | 6,75 | -3,35 | -18,94% |
| 2023 | 9,73 | 2,93 | -3,17 | 2,32 | -2,87 | 4,13 | 1,42 | -2,36 | -4,28 | -5,71 | 8,59 | 4,65 | +14,95% |
| 2024 | 1,03 | 2,82 | 3,95 | -3,46 | 3,63 | -8,61 | 1,99 | -0,39 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13,87% | 14,34% | 13,65% | 18,11% | 20,10% |
| Sharpe Ratio | -0,22 | -0,72 | 0,08 | -0,24 | 0,05 |
| Bester Monat | +4,65% | +3,95% | +8,59% | +9,73% | +18,95% |
| Schlechtester Monat | -8,61% | -8,61% | -8,61% | -11,11% | -19,39% |
| Maximaler Verlust | -13,37% | -13,37% | -13,37% | -30,09% | -39,08% |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Performance
| lfd. Jahr | +0,29% | ||
|---|---|---|---|
| 6 Monate | -3,43% | ||
| 1 Jahr | +4,64% | ||
| 3 Jahre | -2,58% | ||
| 5 Jahre | +25,22% | ||
| 10 Jahre | - | ||
| seit Beginn | +18,23% | ||
| Jahr | |||
| 2023 | +14,95% | ||
| 2022 | -18,94% | ||
| 2021 | +23,64% | ||
| 2020 | +0,06% | ||
| 2019 | +28,84% | ||
| 2018 | -20,15% | ||
