BKP Wachstum Global - Anteilklasse A/ DE000A3D05M2 /
| NAV2024-05-15 | Chg.+3.0700 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 145.6700EUR | +2.15% | reinvestment | Equity Worldwide | Universal-Investment ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | 6.17 | -7.62 | 16.94 | 0.18 | 5.06 | -2.98 | -2.17 | -3.02 | 15.89 | 5.02 | - |
| 2024 | 3.75 | 4.75 | -0.33 | -3.46 | 2.86 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.12% | 12.31% | 14.73% | -% | -% |
| Sharpe ratio | 1.38 | 2.93 | 2.39 | - | - |
| Best month | +5.02% | +15.89% | +16.94% | - | - |
| Worst month | -3.46% | -3.46% | -3.46% | - | - |
| Maximum loss | -6.37% | -6.37% | -9.97% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| BKP Wachstum Global - Anteilklas... | reinvestment | 14,691.1699 | +40.00% | - | |
| BKP Wachstum Global - Anteilklas... | reinvestment | 145.6700 | +39.06% | - |
Performance
| YTD | +7.57% | ||
|---|---|---|---|
| 6 Months | +18.12% | ||
| 1 Year | +39.06% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +45.67% | ||
| Year | |||
