LIGA-PAX-Aktien-Union
| MVD-Fonds Rating | EDA |
|---|---|
  | - |
ISIN: DE0009750216 | WKN: 975021
KAG: Union Inv. Privatf.
NAV: 46,96 EUR am 15.04.2021
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Kennzahlen LIGA-PAX-Aktien-Union
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +2,80% | +24,00% | +51,95% | +33,66% | +47,72% | +100,21% | +229,06% |
| Volatilität | +8,17% | +17,08% | +20,63% | +18,86% | +16,77% | +16,56% | +19,01% |
| Sharpe Ratio | +4,77 | +3,19 | +2,54 | +0,57 | +0,52 | +0,47 | +0,30 |
| Bester Monat | - | +16,92% | +16,92% | +16,92% | +16,92% | +16,92% | +16,92% |
| Schl. Monat | - | -4,49% | -4,49% | -14,29% | -14,29% | -14,29% | -14,54% |
| Max. Verlust | -1,69% | -7,83% | -9,34% | -34,50% | -34,50% | -34,50% | -57,78% |
Monatsperformance LIGA-PAX-Aktien-Union
| 2021 | 2020 | 2019 | 2018 | 2017 | |
| Januar | -2,20% | -1,45% | +5,07% | +1,44% | -1,66% |
| Februar | +4,34% | -7,55% | +2,84% | -3,11% | +2,10% |
| März | +5,54% | -14,29% | +1,85% | -1,83% | +3,52% |
| April | +2,20% | +7,55% | +4,15% | +4,73% | +1,63% |
| Mai | - | +3,88% | -3,30% | -0,67% | +2,20% |
| Juni | - | +4,14% | +4,44% | -1,16% | -3,14% |
| Juli | - | -0,06% | +1,19% | +2,60% | +0,47% |
| August | - | +5,10% | -2,31% | -1,92% | -0,52% |
| September | - | -0,93% | +3,28% | +0,21% | +3,59% |
| Oktober | - | -4,49% | +1,07% | -6,14% | +2,24% |
| November | - | +16,92% | +3,14% | -0,08% | -1,82% |
| Dezember | - | +2,77% | +1,57% | -5,87% | -0,48% |
| Gesamt | +10,07% | +8,50% | +25,13% | -11,68% | +8,15% |
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