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|---|---|---|---|
| FTC Gideon I - R01 EUR ACC | ISIN: AT0000499785 | KAG: Erste AM | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -1,70% | -1,54% | -6,22% | -7,28% | -2,23% | 9,63% | 8,91% | 2,95% | 85,97% / 3,24% |
| Volatilität: | 13,49% | 24,81% | 20,78% | 20,83% | 18,00% | 14,50% | 13,98% | 12,92% | 12,91% |
| Sharpe Ratio: | - | - | - | - | - | 1,92 | 3,92 | 1,89 | - |
| pos. Monate (%): | - | 33,33% | 50,00% | 40,00% | 58,33% | 66,67% | 66,67% | 63,33% | 51,69% |
| Max. Verlust: | -2,90% | -14,32% | -20,91% | -20,91% | -20,91% | -20,91% | -20,91% | -36,60% | -36,60% |
| Beta: | 0,89 | 0,91 | 0,90 | 0,91 | 0,87 | 0,86 | 0,79 | 0,66 | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 2,38% | 3,96% | 2,76% | -0,13% | 3,39% | -3,13% | 3,30% | 1,88% | 1,66% | -5,09% | 0,79% |
| Feb | -1,97% | 3,43% | -0,20% | -3,52% | 3,97% | -9,08% | 1,06% | -5,41% | 4,28% | 0,08% | 6,94% |
| Mär | -7,57% | 2,49% | -0,62% | 3,32% | 9,87% | -15,10% | -0,38% | -2,24% | 0,87% | -0,33% | 2,41% |
| Apr | -6,07% | -1,92% | 1,17% | 0,00% | 1,06% | 9,68% | 2,78% | 2,58% | 0,22% | 1,07% | 0,86% |
| Mai | 7,05% | 1,15% | 2,86% | -3,57% | 2,10% | 2,91% | -8,12% | 1,95% | -0,86% | -1,14% | 1,56% |
| Jun | -0,61% | 4,72% | 2,18% | -5,00% | 1,45% | -0,77% | 2,15% | -1,44% | 0,80% | -4,52% | -4,65% |
| Jul | - | -1,47% | 1,94% | 8,89% | 0,48% | -2,40% | 1,55% | 0,91% | 0,00% | 4,45% | -0,74% |
| Aug | - | -2,39% | -0,83% | -2,23% | 1,15% | 3,24% | -4,69% | -0,41% | -1,94% | 0,98% | -5,88% |
| Sep | - | 0,33% | -2,10% | -5,42% | 1,00% | 0,09% | 3,79% | -0,76% | 2,55% | 0,81% | -2,69% |
| Okt | - | 1,94% | -4,17% | 4,51% | 2,27% | -1,81% | 1,86% | -6,47% | 4,62% | 0,65% | 4,97% |
| Nov | - | 4,68% | 6,12% | 0,89% | -1,24% | 6,30% | 3,35% | -1,04% | 0,14% | 2,48% | 2,44% |
| Dez | - | 0,57% | 2,73% | -6,23% | 4,45% | 3,34% | 1,33% | -4,29% | 1,36% | 3,93% | -4,91% |
| Berechnungsbasis: 20.06.2025 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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