WKR Vermögensbildungsfonds AMI/ DE000A2DR244 /
| NAV10/09/2024 | Chg.+0.2800 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 70.4500EUR | +0.40% | reinvestment | Mixed Fund Mixed fund/flexible | Ampega Investment ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | -3.42 | -4.73 | 2.09 | 2.07 | -7.24 | 4.54 | -2.32 | -4.35 | -7.82 | 0.29 | -10.94 | -28.31% |
| 2019 | 13.00 | -1.25 | -5.14 | 7.99 | -8.72 | -0.24 | -1.02 | -4.12 | 0.14 | 2.76 | 1.61 | 1.59 | +4.94% |
| 2020 | -0.51 | -6.07 | -19.56 | 11.95 | 6.76 | 3.85 | 2.68 | 4.77 | -0.26 | -4.53 | 15.87 | 2.51 | +13.53% |
| 2021 | 5.05 | 3.01 | 2.71 | 1.80 | 1.48 | 0.59 | -2.63 | 1.07 | -2.34 | 2.57 | -5.66 | -0.45 | +6.94% |
| 2022 | -5.26 | -4.71 | -0.51 | -7.00 | -0.35 | -13.38 | 3.89 | -4.38 | -11.43 | 8.34 | 6.80 | -1.27 | -27.53% |
| 2023 | 12.86 | 0.13 | -2.95 | -2.15 | 1.89 | -0.87 | 2.90 | -4.01 | -6.70 | -4.86 | 8.27 | 6.30 | +9.37% |
| 2024 | -1.33 | 3.75 | 3.45 | -0.78 | 0.91 | -2.97 | 0.42 | -2.23 | -3.65 | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 11.46% | 10.70% | 13.94% | 17.93% | 19.23% |
| Ratio de Sharpe | -0.64 | -1.44 | -0.15 | -0.74 | -0.23 |
| Le meilleur mois | +6.30% | +3.45% | +8.27% | +12.86% | +15.87% |
| Le plus défavorable mois | -3.65% | -3.65% | -6.70% | -13.38% | -19.56% |
| Perte maximale | -10.15% | -10.15% | -11.16% | -40.76% | -41.61% |
| Surperformance | +3.37% | - | +11.97% | -1.59% | - |
Toutes les cotations dans EUR
Performance
| CAD | -2.68% | ||
|---|---|---|---|
| 6 Mois | -6.15% | ||
| 1 An | +1.40% | ||
| 3 Ans | -26.61% | ||
| 5 Ans | -4.38% | ||
| 10 ans | - | ||
| Depuis le début | -29.55% | ||
| Année | |||
| 2023 | +9.37% | ||
| 2022 | -27.53% | ||
| 2021 | +6.94% | ||
| 2020 | +13.53% | ||
| 2019 | +4.94% | ||
| 2018 | -28.31% | ||
