VR Westmünsterland Select Nachhaltig/ DE000A0KDYJ2 /
| NAV30.10.2024 | Diff.-0.1000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 50.9200EUR | -0.20% | thesaurierend | Mischfonds weltweit | Union Inv. Privatf. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | - | - | - | - | - | - | - | 0.89 | -2.62 | -0.63 | 1.09 | 0.70 | - |
| 2009 | 0.72 | -0.20 | 0.73 | 0.95 | 0.63 | 0.52 | 0.54 | 0.34 | 0.62 | 0.21 | 0.89 | 0.25 | +6.40% |
| 2010 | 0.38 | 0.31 | 1.17 | -0.74 | 0.06 | -0.73 | 0.33 | 0.04 | 0.44 | 0.04 | 0.66 | 1.11 | +3.11% |
| 2011 | -0.29 | 0.67 | -0.57 | -0.37 | -0.08 | -0.37 | -0.16 | -1.22 | -0.50 | 0.69 | -0.25 | 0.86 | -1.59% |
| 2012 | 0.46 | 0.08 | -0.14 | -1.34 | -1.05 | 0.04 | 0.06 | 0.11 | 0.04 | 0.08 | 0.04 | 0.02 | -1.60% |
| 2013 | -0.02 | 0.06 | -0.02 | -0.13 | -0.46 | -1.80 | 0.99 | -0.30 | 0.64 | 1.02 | -0.06 | -0.44 | -0.55% |
| 2014 | 0.40 | 0.80 | 0.17 | -0.10 | 0.96 | 0.56 | 0.25 | 0.47 | 0.12 | 0.08 | 0.47 | 0.02 | +4.28% |
| 2015 | 1.30 | 1.04 | 0.56 | -0.75 | 0.26 | -1.68 | 0.40 | -1.71 | -0.49 | 1.13 | 0.28 | -0.87 | -0.59% |
| 2016 | -0.53 | -0.02 | 0.31 | -0.16 | 0.18 | 0.23 | 0.90 | 0.12 | 0.04 | -0.16 | -0.61 | 0.77 | +1.06% |
| 2017 | 0.06 | 0.81 | 0.24 | 0.24 | 0.18 | -0.36 | 0.34 | 0.30 | 0.48 | 0.69 | -0.20 | -0.04 | +2.77% |
| 2018 | 0.26 | -0.83 | -0.59 | 0.34 | -0.10 | -0.52 | 0.30 | -0.64 | -0.04 | -1.04 | -0.37 | -0.35 | -3.53% |
| 2019 | 0.86 | 0.57 | 0.34 | 0.12 | -0.22 | 0.00 | 0.08 | 0.42 | -0.08 | 0.06 | 0.26 | 0.54 | +2.98% |
| 2020 | 0.30 | -0.53 | -6.17 | 1.38 | 0.59 | 0.58 | 0.39 | 0.14 | -0.29 | -0.12 | 0.89 | 0.25 | -2.78% |
| 2021 | -0.08 | -0.04 | 0.10 | 0.24 | 0.41 | 0.30 | 0.40 | 0.36 | -0.92 | 0.77 | -0.44 | 0.69 | +1.80% |
| 2022 | -1.48 | -1.06 | -0.14 | -1.77 | -1.30 | -2.74 | 3.17 | -2.29 | -3.32 | 0.31 | 2.82 | -1.80 | -9.40% |
| 2023 | 2.59 | -1.45 | 1.58 | 0.13 | 0.30 | 0.21 | 0.75 | -0.70 | -1.46 | -0.54 | 2.75 | 2.21 | +6.44% |
| 2024 | 0.21 | 0.27 | 1.68 | -0.75 | 0.84 | 0.67 | 1.05 | 0.82 | 1.17 | -0.22 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 2.70% | 2.70% | 2.77% | 3.48% | 3.06% |
| Sharpe Ratio | 1.50 | 2.19 | 2.98 | -0.66 | -0.88 |
| Bester Monat | +2.21% | +1.17% | +2.75% | +3.17% | +3.17% |
| Schlechtester Monat | -0.75% | -0.75% | -0.75% | -3.32% | -6.17% |
| Maximaler Verlust | -0.96% | -0.96% | -0.96% | -12.10% | -13.22% |
| Outperformance | -4.57% | - | -10.85% | -11.11% | -16.17% |
Alle Kurse in EUR
Performance
| lfd. Jahr | +5.86% | ||
|---|---|---|---|
| 6 Monate | +4.41% | ||
| 1 Jahr | +11.32% | ||
| 3 Jahre | +2.29% | ||
| 5 Jahre | +1.82% | ||
| 10 Jahre | +4.38% | ||
| seit Beginn | +15.66% | ||
| Jahr | |||
| 2023 | +6.44% | ||
| 2022 | -9.40% | ||
| 2021 | +1.80% | ||
| 2020 | -2.78% | ||
| 2019 | +2.98% | ||
| 2018 | -3.53% | ||
| 2017 | +2.77% | ||
| 2016 | +1.06% | ||
| 2015 | -0.59% | ||
Ausschüttungen
| 03.04.2017 | 0.13 EUR |
