Vortrag am FONDS professionell KONGRESS
Schlägt ein stil-agnostischer Ansatz Ansätze, die ihre Entscheidungsmöglichkeiten einengen? Wäre es für Investoren besser Anlagechancen im gesamten Investmentuniversum zu suchen, statt sich ideologisch an einem Anlagestil festzuhalten? Die wichtigsten Argumente.
AnzeigeStabilitas Gold+Resourcen Special Situations
| MVD-Fonds Rating | EDA |
|---|---|
  | 51 |
ISIN: LU0308790152 | WKN: A0MV8V
KAG: IPConcept (Lux) S.A.
NAV: 31,43 EUR am 19.10.2018
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Kennzahlen Stabilitas Gold+Resourcen Special Situations
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +15,68% | +24,28% | +30,90% | +85,65% | +40,82% | -4,96% | -67,08% |
| Volatilität | +55,28% | +29,65% | +25,25% | +27,97% | +26,74% | +29,35% | +30,43% |
| Sharpe Ratio | +8,84 | +1,84 | +1,24 | +0,83 | +0,28 | -0,01 | -0,30 |
| Bester Monat | - | +24,83% | +24,83% | +34,55% | +34,55% | +34,55% | +34,55% |
| Schl. Monat | - | -4,73% | -4,73% | -12,53% | -16,10% | -32,90% | -32,90% |
| Max. Verlust | -10,56% | -15,16% | -15,16% | -36,04% | -42,90% | -85,57% | -88,37% |
Monatsperformance Stabilitas Gold+Resourcen Special Situations
| 2018 | 2017 | 2016 | 2015 | 2014 | |
| Januar | +2,92% | +18,86% | -1,24% | +19,96% | +7,22% |
| Februar | -1,05% | +8,67% | +34,55% | +1,84% | +9,11% |
| März | -0,98% | -12,03% | +7,59% | -4,90% | -5,22% |
| April | +3,35% | -12,53% | +16,35% | +7,73% | +0,55% |
| Mai | +10,40% | -8,61% | -3,94% | +1,20% | -5,53% |
| Juni | -1,99% | -0,29% | +15,90% | -4,00% | +9,54% |
| Juli | -3,92% | -2,36% | +14,29% | -12,25% | +7,17% |
| August | -4,73% | +3,28% | -7,49% | -4,41% | -4,67% |
| September | +24,83% | -1,13% | +5,55% | +2,59% | -13,94% |
| Oktober | +1,65% | -1,56% | -6,27% | +13,28% | -8,59% |
| November | - | -3,39% | -5,10% | -6,86% | -9,76% |
| Dezember | - | +6,71% | -6,70% | -1,42% | -6,90% |
| Gesamt | +30,98% | -8,36% | +71,52% | +8,83% | -22,10% |
