RT Zukunftsvorsorge Aktienfonds EUR (T)
| MVD-Fonds Rating | EDA |
|---|---|
 | - |
ISIN: AT0000659644 | WKN: 65964
KAG: Erste AM
NAV: 27,80 EUR am 11.07.2025
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Kennzahlen RT Zukunftsvorsorge Aktienfonds EUR (T)
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +2,49% | +26,85% | +19,84% | +53,44% | +97,43% | +79,22% | +199,00% |
| Volatilität | +8,78% | +15,51% | +12,75% | +11,08% | +12,35% | +13,15% | +15,22% |
| Sharpe Ratio | +3,75 | +3,90 | +1,40 | +1,21 | +1,02 | +0,31 | +0,20 |
| Bester Monat | - | +9,51% | +9,51% | +9,86% | +23,55% | +23,55% | +23,55% |
| Schl. Monat | - | -2,17% | -2,94% | -9,12% | -9,32% | -27,03% | -35,92% |
| Max. Verlust | -2,38% | -15,16% | -15,16% | -15,16% | -28,79% | -49,45% | -71,70% |
Monatsperformance RT Zukunftsvorsorge Aktienfonds EUR (T)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
| Januar | +7,05% | -0,32% | +8,62% | -1,36% | +4,63% |
| Februar | +9,51% | -1,31% | +3,87% | -8,16% | +4,48% |
| März | -0,12% | +1,88% | -6,83% | -2,68% | +3,20% |
| April | -2,17% | +1,85% | +1,78% | -2,37% | +4,15% |
| Mai | +8,02% | +3,58% | -3,65% | +4,50% | +4,13% |
| Juni | +0,17% | -0,54% | +2,19% | -9,32% | +0,55% |
| Juli | +2,58% | +0,47% | +1,84% | +0,58% | +1,51% |
| August | - | -0,90% | -2,61% | -1,26% | +2,30% |
| September | - | -1,21% | -1,37% | -9,12% | -1,41% |
| Oktober | - | -2,94% | -3,96% | +8,80% | +3,49% |
| November | - | -1,99% | +7,93% | +9,86% | -3,42% |
| Dezember | - | +1,34% | +5,77% | -3,76% | +5,24% |
| Gesamt | +27,14% | -0,28% | +12,98% | -15,32% | +32,49% |
