Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 LI1243352542 Vates Aktien USA Fonds USD I +49,57 % +15,16 % 3,09
2 LI1243352526 Vates Aktien USA Fonds EUR I Hedged +47,05 % +15,07 % 2,94
3 LU0973529331 JPMorgan Funds - US Select Equity Plus Fund I (dist) - USD +40,01 % +12,69 % 2,92
4 LU0822049200 JPMorgan Funds - US Select Equity Plus Fund C (dist) - USD +39,95 % +12,69 % 2,92
5 LU0644289422 JPMorgan Funds - US Select Equity Plus Fund C (dist) - GBP (hedged) +39,50 % +12,72 % 2,87
511 LU1103304645 EdR Fd.US Value J EUR +11,17 % +13,90 % 0,59
512 LU1207314599 EdR Fd.US Value J EUR HE +10,75 % +14,05 % 0,55
513 IE00B23Z8P68 Franklin Templeton Global Funds Plc FTGF Royce US Small Cap Opportunity Fund Klasse A GBP DIS (A) +13,42 % +19,03 % 0,55
514 LU1103303753 Edmond de Rothschild Fund US Value B EUR +10,08 % +13,90 % 0,51
515 IE000Y7ULRW7 PGIM Jennison U.S. Growth Fund EUR L Distribution (M) +2,34 % +13,97 % -0,05