VEGA Monde R-C EUR/ FR0000993446 /
| NAV30.09.2024 | Diff.+0.0300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 232.4700EUR | +0.01% | thesaurierend | Aktien weltweit | Vega IM ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | -0.69 | -0.61 | 2.64 | 3.67 | -0.50 | 0.49 | - |
| 2018 | 2.33 | -2.29 | -3.00 | 2.18 | 3.44 | -0.89 | 2.51 | 1.30 | 0.12 | -6.02 | 1.01 | -8.71 | -8.45% |
| 2019 | 7.33 | 3.54 | 2.53 | 3.85 | -5.86 | 4.49 | 2.69 | -1.60 | 2.66 | 0.05 | 3.90 | 1.58 | +27.49% |
| 2020 | 0.10 | -7.46 | -13.72 | 11.18 | 3.54 | 1.98 | 0.32 | 4.49 | -0.60 | -1.98 | 8.87 | 2.20 | +6.63% |
| 2021 | -0.29 | 3.15 | 5.61 | 1.55 | -0.27 | 4.04 | 0.50 | 2.65 | -2.27 | 4.30 | -0.12 | 2.59 | +23.31% |
| 2022 | -5.02 | -3.24 | 2.37 | -3.27 | -2.01 | -6.60 | 10.15 | -2.41 | -7.10 | 4.91 | 3.34 | -7.09 | -16.22% |
| 2023 | 6.05 | -0.45 | -0.20 | -1.06 | 2.23 | 3.19 | 2.50 | -1.86 | -2.78 | -3.56 | 6.17 | 4.12 | +14.65% |
| 2024 | 1.89 | 4.45 | 3.60 | -3.28 | 1.63 | 2.80 | 0.73 | -0.06 | 1.16 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.09% | 12.01% | 10.80% | 13.65% | 16.53% |
| Sharpe Ratio | 1.37 | 0.36 | 1.63 | 0.14 | 0.32 |
| Bester Monat | +4.45% | +3.60% | +6.17% | +10.15% | +11.18% |
| Schlechtester Monat | -3.28% | -3.28% | -3.56% | -7.10% | -13.72% |
| Maximaler Verlust | -8.79% | -8.79% | -8.79% | -20.38% | -33.48% |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Performance
| lfd. Jahr | +13.46% | ||
|---|---|---|---|
| 6 Monate | +3.72% | ||
| 1 Jahr | +20.73% | ||
| 3 Jahre | +16.46% | ||
| 5 Jahre | +51.31% | ||
| 10 Jahre | - | ||
| seit Beginn | +73.28% | ||
| Jahr | |||
| 2023 | +14.65% | ||
| 2022 | -16.22% | ||
| 2021 | +23.31% | ||
| 2020 | +6.63% | ||
| 2019 | +27.49% | ||
| 2018 | -8.45% | ||
