Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 IE000ALURE78 Neuberger US Large Cap Value Fund EUR I4 Distributing Unhedged +32,20 % +11,35 % 2,61
2 IE000J3SEMV7 Neuberger US Large Cap Value Fund GBP I2 Distributing Unhedged +29,93 % +11,04 % 2,48
3 IE0005DYIEB4 Neuberger US Large Cap Value Fund GBP I4 Distributing Unhedged +30,01 % +11,08 % 2,47
4 IE000NVI0WF0 Neuberger US Large Cap Value Fund GBP Y Distributing Unhedged +29,78 % +11,07 % 2,46
5 IE000EA4KHA8 Neuberger US Large Cap Value Fund GBP I Distributing Unhedged +29,68 % +11,15 % 2,43
401 LU0239688608 Morgan Stanley Investment Funds US Growth Fund - IX -7,00 % +27,17 % -0,35
420 IE000E60U4H4 Virtus GF U.S. Small-Mid Cap Fund M EUR Distributing -12,43 % +16,39 % -0,92
421 LU0035763456 Vontobel Fund - US Equity A USD -8,43 % +11,73 % -0,94
422 LU1725742628 Vontobel Fund - US Equity AHI (hedged) EUR -9,38 % +11,74 % -1,02
423 IE000WZPHSZ1 Virtus GF U.S. Small-Mid Cap Fund M GBP Distributing -13,80 % +16,05 % -1,02
424 IE000BFC5U86 Virtus GF U.S. Small-Mid Cap Fund M USD Distributing -15,20 % +15,96 % -1,12