Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 AT0000A31P64 SpänglerPrivat: Global Brands & Dividends RA +21,69 % +8,83 % 2,15
2 AT0000681895 SpänglerPrivat: Global Brands & Dividends RA0 +21,46 % +8,82 % 2,13
3 LU1309513502 Franklin Income Fund - N (Mdis) EUR +11,94 % +5,74 % 1,61
4 LU2431678924 Capital Group American Balanced Fund (LUX) Cgd EUR +14,71 % +8,34 % 1,44
5 LU1527735523 Franklin Income Fund - W (Mdis) USD +9,58 % +5,06 % 1,37
7 LU2343843509 Capital Group American Balanced Fund (LUX) Zgd EUR +13,92 % +8,43 % 1,33
20 LU2937262728 JPMorgan Investment Funds - US Multi-Asset High Income Fund I (div) - USD +5,68 % +8,74 % 0,34
21 LU2083901129 HSBC GLOBAL INVESTMENT FUNDS - US INCOME FOCUSED AM3HEUR +4,59 % +6,08 % 0,32
22 LU2994457120 JPMorgan Investment Funds - US Multi-Asset High Income Fund A (mth) - USD +4,95 % +8,74 % 0,26
23 LU2937262306 JPMorgan Investment Funds - US Multi-Asset High Income Fund A (div) - USD +4,93 % +8,73 % 0,26
24 LU2937262645 JPMorgan Investment Funds - US Multi-Asset High Income Fund D (div) - USD +4,55 % +8,74 % 0,22