Vortrag am FONDS professionell KONGRESSUniDynamicFonds: Global A
| MVD-Fonds Rating | EDA |
|---|---|
  | 70 |
ISIN: LU0089558679 | WKN: 988255
KAG: Union Investment(LU)
NAV: 160,49 EUR am 07.05.2026
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Kennzahlen UniDynamicFonds: Global A
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +12,83% | +7,21% | +29,85% | +79,36% | +80,98% | +265,28% | +321,57% |
| Volatilität | +14,12% | +16,49% | +15,31% | +16,98% | +18,65% | +18,49% | +23,27% |
| Sharpe Ratio | +23,52 | +0,78 | +1,80 | +1,14 | +0,56 | +0,63 | +0,13 |
| Bester Monat | - | +11,51% | +11,51% | +11,51% | +13,49% | +13,49% | +33,22% |
| Schl. Monat | - | -5,34% | -5,34% | -11,19% | -11,19% | -11,19% | -35,01% |
| Max. Verlust | -1,42% | -12,89% | -12,89% | -24,68% | -30,68% | -30,94% | -90,98% |
Monatsperformance UniDynamicFonds: Global A
| 2026 | 2025 | 2024 | 2023 | 2022 | |
| Januar | -0,69% | +2,14% | +4,33% | +7,37% | -10,72% |
| Februar | -1,89% | -2,91% | +7,55% | +0,22% | -4,60% |
| März | -5,34% | -11,19% | +3,02% | +3,84% | +3,70% |
| April | +11,51% | -1,96% | -3,85% | +0,57% | -6,55% |
| Mai | +2,87% | +8,30% | +4,77% | +5,39% | -4,06% |
| Juni | - | +2,60% | +5,48% | +3,95% | -6,80% |
| Juli | - | +5,36% | -2,46% | +1,63% | +13,49% |
| August | - | -1,26% | +0,69% | -0,18% | -3,95% |
| September | - | +3,30% | +0,82% | -3,20% | -7,78% |
| Oktober | - | +6,30% | +1,36% | -1,96% | +3,81% |
| November | - | -1,03% | +8,09% | +7,55% | +1,83% |
| Dezember | - | -0,58% | +1,88% | +3,23% | -9,33% |
| Gesamt | +5,80% | +7,84% | +35,75% | +31,59% | -28,89% |
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