Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 LU0827886465 BGF US Basic Value Fund D4 USD +21,31 % +15,75 % 1,23
2 IE00BD7Y0R25 BNY Mellon U.S. Equity Income Fund USD E (Inc.) +20,03 % +15,33 % 1,18
3 LU2533723545 BGF US Basic Value Fund A10 USD +20,43 % +15,74 % 1,17
4 LU0162691827 BGF US Basic Value Fund A4 USD +20,41 % +15,78 % 1,17
5 IE00BD5M7338 BNY Mellon U.S. Equity Income Fund USD W (Inc.) +19,67 % +15,33 % 1,15
181 LU1028813621 Goldman Sachs US Equity Income - Y Dis(M) ZAR (hedged i) +9,32 % +16,03 % 0,45
414 LU0975138727 William Blair U.S.Small Mid Cap Growth Fund I GBP -9,95 % +21,43 % -0,56
415 IE00B8DLL686 Federated Hermes US SMID Equity Fund Class F2 EUR Dist. Shares -12,47 % +22,65 % -0,64
416 IE000ZKS0D46 GQG Partners U.S. Equity Fund Class R USD Distributing -9,07 % +13,97 % -0,79
417 IE000RCXXHX9 GQG Partners U.S. Equity Fund Class R GBP Distributing -14,96 % +14,37 % -1,18
418 IE0000FQ6I42 GQG Partners U.S. Equity Fund Class R EUR Distributing -20,23 % +15,30 % -1,45