Vortrag am FONDS professionell KONGRESSUBS (Lux) Equity SICAV - USA Growth (USD), Anteilsklasse P-acc, USD
| MVD-Fonds Rating | EDA |
|---|---|
 | 79 |
ISIN: LU0198837287 | WKN: A0DKAR
KAG: UBS AM S.A. (EU)
NAV: 83,05 USD am 20.03.2025
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Kennzahlen UBS (Lux) Equity SICAV - USA Growth (USD), Anteilsklasse P-acc, USD
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -11,23% | -2,51% | +5,94% | +25,15% | +141,64% | +214,23% | +730,50% |
| Volatilität | +28,80% | +19,89% | +19,36% | +21,83% | +22,50% | +20,61% | +20,38% |
| Sharpe Ratio | -2,82 | -0,37 | +0,18 | +0,25 | +0,75 | +0,47 | +0,42 |
| Bester Monat | - | +5,78% | +6,87% | +11,22% | +14,88% | +14,88% | +14,88% |
| Schl. Monat | - | -7,08% | -7,08% | -13,98% | -13,98% | -13,98% | -14,93% |
| Max. Verlust | -13,49% | -15,14% | -15,14% | -32,15% | -38,09% | -38,09% | -50,73% |
Monatsperformance UBS (Lux) Equity SICAV - USA Growth (USD), Anteilsklasse P-acc, USD
| 2025 | 2024 | 2023 | 2022 | 2021 | |
| Januar | +2,35% | +2,83% | +8,24% | -8,99% | -0,53% |
| Februar | -3,79% | +7,06% | -0,85% | -3,19% | +1,92% |
| März | -7,08% | +1,91% | +5,48% | +3,15% | -0,28% |
| April | - | -5,01% | +1,10% | -13,98% | +7,43% |
| Mai | - | +4,90% | +7,00% | -3,49% | -2,08% |
| Juni | - | +6,87% | +7,01% | -8,76% | +5,60% |
| Juli | - | -2,59% | +3,06% | +10,62% | +2,57% |
| August | - | +2,68% | -1,34% | -5,39% | +2,85% |
| September | - | +3,25% | -5,83% | -8,62% | -4,74% |
| Oktober | - | -0,77% | -1,81% | +3,53% | +8,98% |
| November | - | +5,78% | +11,22% | +3,47% | -0,66% |
| Dezember | - | +0,81% | +3,93% | -7,54% | +1,59% |
| Gesamt | -8,50% | +30,56% | +42,41% | -34,79% | +24,12% |
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