Warburg Global ETFs-Strategie Aktiv/ DE000A2H89E6 /
NAV02.10.2024 | Diff.+0.4000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
140.2900EUR | +0.29% | thesaurierend | Mischfonds weltweit | WARBURG INVEST KAG ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2019 | - | - | - | 1.35 | -4.24 | 2.13 | 1.44 | -2.16 | 3.20 | 0.47 | 2.94 | 1.86 | - |
2020 | -0.53 | -6.79 | -17.38 | 8.76 | 1.89 | -0.91 | 2.33 | 6.80 | -3.63 | -1.42 | 8.01 | 1.64 | -4.14% |
2021 | 2.71 | 1.15 | 4.34 | 2.59 | -0.13 | 3.25 | 1.41 | 2.49 | -2.33 | 4.01 | 2.40 | 2.67 | +27.28% |
2022 | -7.85 | -0.86 | 4.45 | -2.48 | -2.47 | -4.78 | 6.11 | 0.03 | -6.27 | 1.93 | 1.25 | -4.50 | -15.27% |
2023 | 3.89 | -1.00 | -2.09 | 0.11 | 3.28 | 1.16 | 2.77 | -2.25 | -1.23 | -4.95 | 6.86 | 4.52 | +10.93% |
2024 | 3.25 | 3.06 | 3.19 | -1.52 | 1.35 | 3.97 | -1.85 | 1.41 | 0.83 | 0.00 | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 11.07% | 12.19% | 10.84% | 12.53% | 14.68% |
Sharpe Ratio | 1.47 | 0.32 | 1.66 | 0.20 | 0.24 |
Bester Monat | +4.52% | +3.97% | +6.86% | +6.86% | +8.76% |
Schlechtester Monat | -1.85% | -1.85% | -4.95% | -7.85% | -17.38% |
Maximaler Verlust | -9.28% | -9.28% | -9.28% | -17.01% | -31.29% |
Outperformance | +5.09% | - | +8.67% | - | - |
Alle Kurse in EUR
Performance
lfd. Jahr | +14.37% | ||
---|---|---|---|
6 Monate | +3.51% | ||
1 Jahr | +21.24% | ||
3 Jahre | +18.49% | ||
5 Jahre | +39.25% | ||
10 Jahre | - | ||
seit Beginn | +40.29% | ||
Jahr | |||
2023 | +10.93% | ||
2022 | -15.27% | ||
2021 | +27.28% | ||
2020 | -4.14% |