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Alken Fund European Opportunities GB1 GBP/  LU0832414030  /

Fonds
NAV22.01.2025 Diff.+0,7900 Ertragstyp Ausrichtung Fondsgesellschaft
260,9100GBP +0,30% thesaurierend Aktien Europa AFFM ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2016 - - - - - - - - - - - 5,82 -
2017 4,15 -0,57 6,37 2,98 5,05 -2,08 4,29 3,46 1,75 1,68 -1,18 2,26 +31,62%
2018 2,20 -2,58 -3,07 4,49 1,39 -2,73 6,30 -0,58 -0,84 -8,87 -5,01 -5,94 -15,15%
2019 7,97 -1,34 -0,64 6,08 -3,01 5,45 2,40 -3,60 1,70 -5,54 1,55 -0,59 +9,94%
2020 -0,79 -7,54 -17,50 5,29 7,78 -3,59 -3,14 1,56 2,23 -5,40 12,57 3,19 -8,50%
2021 -0,51 1,55 2,61 5,64 2,70 -0,12 -0,04 1,43 1,35 1,51 -4,49 5,09 +17,62%
2022 -0,19 3,48 8,12 1,55 1,61 -9,65 0,79 2,10 -6,00 7,66 4,98 -0,03 +13,82%
2023 7,90 2,01 -4,21 -2,02 -7,05 4,94 3,21 -2,09 -1,35 -4,54 7,58 4,94 +8,27%
2024 -3,73 4,24 8,72 -0,80 3,53 -7,43 5,11 -1,19 -4,19 -1,85 3,13 3,93 -
2025 5,29 - - - - - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9,50% 13,33% 12,83% 16,52% 18,93%
Sharpe Ratio 13,94 0,84 1,32 0,62 0,30
Bester Monat +5,29% +5,29% +8,72% +8,72% +12,57%
Schlechtester Monat +3,93% -4,19% -7,43% -9,65% -17,50%
Maximaler Verlust -1,67% -8,35% -11,69% -17,34% -34,25%
Outperformance - - - - -
 
Alle Kurse in GBP

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Alken Fund European Opportunitie... thesaurierend 117,9300 +21,43% -
Alken Fund European Opportunitie... thesaurierend 412,9200 +21,11% +43,41%
Alken Fund European Opportunitie... thesaurierend 350,3900 +20,40% +40,87%
Alken Fund European Opportunitie... thesaurierend 153,0000 +21,05% -
Alken Fund European Opportunitie... thesaurierend 369,2200 +20,41% +40,89%
Alken Fund European Opportunitie... thesaurierend 293,2900 +19,88% +38,23%
Alken Fund European Opportunitie... ausschüttend 286,7000 +20,41% +40,88%
Alken Fund European Opportunitie... thesaurierend 284,2200 +21,00% +42,98%
Alken Fund European Opportunitie... thesaurierend 166,4000 +15,24% +29,79%
Alken Fund European Opportunitie... thesaurierend 171,7300 +20,23% +28,58%
Alken Fund European Opportunitie... thesaurierend 206,8800 +22,34% +50,67%
Alken Fund European Opportunitie... thesaurierend 225,4200 +22,62% +52,56%
Alken Fund European Opportunitie... thesaurierend 190,2200 +15,81% +31,74%
Alken Fund European Opportunitie... ausschüttend 167,4100 +21,00% +42,98%
Alken Fund European Opportunitie... thesaurierend 164,2500 +20,83% +30,51%
Alken Fund European Opportunitie... thesaurierend 260,9100 +19,58% +44,01%

Performance

lfd. Jahr  
+5,29%
6 Monate  
+6,78%
1 Jahr  
+19,58%
3 Jahre  
+44,01%
5 Jahre  
+49,78%
seit Beginn  
+94,32%
Jahr
2023  
+8,27%
2022  
+13,82%
2021  
+17,62%
2020
  -8,50%
2019  
+9,94%
2018
  -15,15%
2017  
+31,62%