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UniDynamicFonds: Europa - A EUR DIS ISIN: LU0085167236 KAG: Union Investment Luxembourg SA
  1M 3M 6M lfd. Jahr 1J 3J p.a. * 5J p.a. * 10J p.a. * seit Beginn / p.a. *
Performance: -1,40% 2,86% 6,62% 7,41% 1,36% 10,57% 9,21% 6,84% 315,39% / 5,26%
Volatilität: 9,56% 23,11% 18,77% 18,81% 16,53% 14,09% 15,34% 16,09% 21,00%
Sharpe Ratio: - 0,10 0,28 0,32 - 2,28 3,71 5,31 14,16
pos. Monate (%): - 33,33% 50,00% 40,00% 50,00% 55,56% 60,00% 59,17% 59,35%
Max. Verlust: -3,98% -12,63% -17,65% -17,65% -17,65% -17,65% -25,99% -29,64% -87,65%
Beta: 1,11 1,17 1,19 1,19 1,18 1,09 1,13 1,10 -
  2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Jan 7,45% 2,76% 6,28% -10,07% -0,58% 0,05% 5,87% 1,31% 1,15% -5,21% 9,95%
Feb 1,73% 4,07% 0,31% -4,90% -0,11% -6,17% 3,79% -3,53% 2,43% -2,51% 6,08%
Mär -6,75% 3,04% 3,23% 4,06% 2,77% -8,45% 2,62% 0,15% 2,37% 0,03% 2,59%
Apr -1,09% -2,57% 1,91% -2,60% 2,17% 10,27% 3,49% 4,38% 3,28% 0,11% -1,09%
Mai 6,13% 2,36% -0,51% -4,40% 2,82% 4,23% -4,88% 3,99% 1,88% 4,33% 2,04%
Jun -1,47% 1,00% 0,76% -5,72% 2,93% 3,37% 5,00% -2,11% -3,26% -2,07% -4,19%
Jul 2,04% -0,37% -0,41% 11,00% 4,69% 0,18% 0,56% 2,54% -0,53% 2,42% 2,90%
Aug - 2,95% -0,70% -6,28% 2,54% 3,01% -1,29% -0,74% -0,80% 0,60% -7,41%
Sep - -1,79% -3,72% -4,67% -4,75% 0,42% 1,10% -2,29% 2,62% 0,36% 0,53%
Okt - -4,48% -2,86% 5,51% 6,69% -6,24% 1,23% -6,04% 3,22% -3,27% 7,10%
Nov - -0,54% 5,39% 6,63% -0,98% 8,53% 1,84% -2,25% -3,06% 0,49% 1,04%
Dez - -1,87% 2,39% -4,83% 3,53% 2,76% 2,20% -5,27% 1,06% 4,90% -2,73%
Berechnungsbasis: 09.07.2025
* annualisierte Berechnung bezieht sich ausschließlich auf Performance