IndexIQ Factors Sust.Europe Equity UE/ LU1603795458 /
| NAV21.01.2025 | Diff.+0,1247 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 40,1324EUR | +0,31% | thesaurierend | Aktien Europa | Candriam ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | - | - | 4,96 | 1,59 | 2,51 | 2,05 | - |
| 2020 | -1,37 | -8,15 | -16,70 | 5,98 | 3,72 | 3,79 | -0,80 | 4,05 | -1,88 | -4,20 | 16,21 | 1,97 | -1,01% |
| 2021 | -0,61 | 3,42 | 7,50 | 1,20 | 2,76 | 1,01 | 1,96 | 1,79 | -2,83 | 4,01 | -2,34 | 5,43 | +25,37% |
| 2022 | -0,92 | -4,35 | -0,14 | -0,39 | -0,71 | -8,59 | 6,26 | -4,74 | -6,87 | 7,16 | 6,24 | -3,12 | -11,05% |
| 2023 | 7,51 | 2,57 | -1,60 | 2,54 | -2,86 | 2,29 | 2,84 | -2,48 | -1,46 | -4,69 | 6,71 | 3,81 | +15,35% |
| 2024 | 1,07 | 1,20 | 3,60 | -0,79 | 3,93 | -2,63 | 2,82 | 1,17 | 0,56 | -3,07 | 0,27 | 0,15 | - |
| 2025 | 3,41 | - | - | - | - | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9,28% | 10,90% | 9,94% | 13,55% | 17,43% |
| Sharpe Ratio | 9,45 | 0,25 | 1,03 | 0,16 | 0,25 |
| Bester Monat | +3,41% | +3,41% | +3,93% | +7,51% | +16,21% |
| Schlechtester Monat | +0,15% | -3,07% | -3,07% | -8,59% | -16,70% |
| Maximaler Verlust | -1,41% | -6,09% | -6,55% | -20,91% | -36,81% |
| Outperformance | -8,88% | - | -11,58% | - | - |
Alle Kurse in EUR
Performance
| lfd. Jahr | +3,41% | ||
|---|---|---|---|
| 6 Monate | +2,69% | ||
| 1 Jahr | +12,88% | ||
| 3 Jahre | +15,49% | ||
| 5 Jahre | +40,89% | ||
| seit Beginn | +62,51% | ||
| Jahr | |||
| 2023 | +15,35% | ||
| 2022 | -11,05% | ||
| 2021 | +25,37% | ||
| 2020 | -1,01% | ||