Vortrag am FONDS professionell KONGRESSUniDynamicFonds: Global A
| MVD-Fonds Rating | EDA |
|---|---|
 | 64 |
ISIN: LU0089558679 | WKN: 988255
KAG: Union Investment(LU)
NAV: 81,82 EUR am 28.09.2020
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Kennzahlen UniDynamicFonds: Global A
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -1,87% | +32,63% | +24,70% | +57,97% | +82,88% | +200,34% | +105,50% |
| Volatilität | +26,60% | +22,95% | +29,95% | +21,11% | +18,38% | +16,50% | +24,32% |
| Sharpe Ratio | -0,73 | +3,34 | +0,85 | +0,80 | +0,73 | +0,73 | +0,16 |
| Bester Monat | - | +13,12% | +13,12% | +13,12% | +13,12% | +13,12% | +33,22% |
| Schl. Monat | - | -9,53% | -9,53% | -9,85% | -9,85% | -10,50% | -35,01% |
| Max. Verlust | -8,38% | -8,38% | -30,94% | -30,94% | -30,94% | -30,94% | -90,98% |
Monatsperformance UniDynamicFonds: Global A
| 2020 | 2019 | 2018 | 2017 | 2016 | |
| Januar | +3,04% | +8,00% | +3,83% | -0,10% | -5,24% |
| Februar | -5,54% | +4,27% | -1,72% | +4,56% | -1,43% |
| März | -9,53% | +5,15% | -3,12% | +0,85% | +1,82% |
| April | +13,12% | +4,72% | +2,88% | +0,44% | -1,15% |
| Mai | +5,69% | -5,18% | +7,45% | +0,08% | +3,79% |
| Juni | +3,51% | +4,79% | -0,03% | -1,76% | -0,73% |
| Juli | +2,21% | +2,05% | +2,05% | -1,27% | +2,69% |
| August | +7,35% | +0,05% | +3,96% | +0,20% | -0,51% |
| September | -2,01% | +0,84% | -0,48% | +2,54% | -0,22% |
| Oktober | - | +0,02% | -7,37% | +4,83% | -1,27% |
| November | - | +4,82% | -0,34% | -0,69% | +2,64% |
| Dezember | - | +1,53% | -9,85% | -0,31% | +1,06% |
| Gesamt | +17,16% | +35,03% | -4,00% | +9,52% | +1,12% |
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