Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 IE0031619046 FTGF Royce US Small Cap Opportunity Fund - A USD DIS (A) +56,09 % +24,62 % 2,20
2 IE00B1GHC616 Vanguard U.S. Opportunities Fund - GBP Investor Dist Shares +46,79 % +20,88 % 2,15
3 IE0002270589 FTGF ClearBridge US Value Fund - A USD DIS (A) +27,13 % +14,81 % 1,70
4 IE000CGMU1E8 Neuberger Berman US Large Cap Value Fund USD I4 Distributing +26,01 % +14,27 % 1,68
5 LU1064925735 Fidelity Funds - America Fund Y-USD +23,77 % +13,00 % 1,67
256 LU0012050646 Schroder International Selection Fund US Smaller Companies Impact A Distribution USD +12,08 % +21,30 % 0,47
430 IE00035DZ9R0 Polen Capital Focus U.S. Growth Fund D Institutional Distributing USD -9,17 % +19,66 % -0,57
431 LU1484763575 BL American Small & Mid Caps Klasse AM -8,83 % +18,80 % -0,58
432 LU1484763229 BL American Small & Mid Caps Klasse A -9,19 % +18,80 % -0,60
433 IE00BG0RDH01 Polen Capital Focus U.S. Growth Fund D Institutional GBP -10,98 % +19,87 % -0,66
434 IE00BD058W30 Polen Capital Focus U.S. Growth Fund Institutional Unhedged Distributing GBP -11,05 % +19,89 % -0,66