Vortrag am FONDS professionell KONGRESSWellington FinTech Fund USD D AccU
| MVD-Fonds Rating | EDA |
|---|---|
  | 75 |
ISIN: IE00BDTMQ100 | WKN: A2N6C2
KAG: Wellington (LU)
NAV: 12,38 USD am 10.09.2026
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Kennzahlen Wellington FinTech Fund USD D AccU
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -3,52% | +6,49% | -18,71% | +0,26% | -35,85% | - | +23,82% |
| Volatilität | +27,97% | +26,62% | +24,78% | +22,29% | +25,52% | - | +25,78% |
| Sharpe Ratio | -1,32 | +0,40 | -0,86 | -0,11 | -0,44 | - | +0,00 |
| Bester Monat | - | +10,08% | +10,08% | +17,87% | +17,87% | - | +19,03% |
| Schl. Monat | - | -6,91% | -10,80% | -10,80% | -12,79% | - | -20,26% |
| Max. Verlust | -8,54% | -12,14% | -32,09% | -35,07% | -48,59% | - | -49,32% |
Monatsperformance Wellington FinTech Fund USD D AccU
| 2026 | 2025 | 2024 | 2023 | 2022 | |
| Januar | -8,26% | +6,31% | -0,07% | +12,02% | -7,74% |
| Februar | -10,80% | -7,87% | +1,95% | -3,85% | -7,61% |
| März | -5,39% | -6,01% | +2,20% | -1,53% | +4,08% |
| April | +5,19% | +1,52% | -9,13% | +1,47% | -12,79% |
| Mai | -0,73% | +6,16% | -1,58% | -3,41% | -2,87% |
| Juni | -2,30% | +2,70% | -0,08% | +7,68% | -11,42% |
| Juli | +10,08% | -0,31% | +6,36% | +5,82% | +9,47% |
| August | +8,50% | +1,57% | +7,41% | -3,80% | -4,78% |
| September | -6,91% | -4,03% | +2,32% | -7,73% | -10,81% |
| Oktober | - | -2,76% | +0,21% | -9,69% | +8,83% |
| November | - | -3,30% | +10,58% | +17,87% | +3,48% |
| Dezember | - | +0,82% | -6,71% | +9,51% | -6,12% |
| Gesamt | -12,18% | -6,13% | +12,43% | +22,56% | -34,57% |
