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Raiffeisen-Energie-Aktien - (R) EUR ACC ISIN: AT0000688676 KAG: Raiffeisen Kapitalanlage-Gesellschaft mbH
  1M 3M 6M lfd. Jahr 1J 3J p.a. * 5J p.a. * 10J p.a. * seit Beginn / p.a. *
Performance: 5,26% 6,42% 3,08% 6,52% -6,03% 3,33% 11,06% 1,04% 43,92% / 1,57%
Volatilität: 12,76% 21,30% 17,70% 18,02% 16,18% 16,33% 18,22% 21,21% 22,26%
Sharpe Ratio: 0,40 0,27 0,10 0,29 - 0,49 3,87 0,14 -
pos. Monate (%): - 66,67% 33,33% 33,33% 41,67% 58,33% 63,33% 54,17% 55,63%
Max. Verlust: -3,04% -11,86% -16,93% -16,93% -22,81% -23,03% -23,03% -57,93% -72,12%
Beta: 0,62 0,88 0,60 0,61 0,54 0,51 0,47 0,43 -
  2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Jan 2,81% -4,34% 1,51% 3,78% 2,49% -6,52% 10,18% 0,81% -3,43% -7,00% -0,76%
Feb 0,12% -3,00% 0,02% 0,28% 7,34% -12,45% 3,45% -4,41% 0,10% -1,39% 6,46%
Mär 1,36% 5,32% -4,02% 10,10% 3,65% -29,91% 2,35% -1,83% -0,76% 4,87% 0,59%
Apr -7,86% 2,69% -1,38% -0,33% -2,01% 9,16% 1,07% 11,19% -3,44% 8,80% 5,60%
Mai 4,77% 2,93% -1,51% 6,23% 1,01% 2,30% -7,12% 3,13% -3,55% -1,39% -3,64%
Jun 3,86% -1,50% 1,58% -7,59% 2,95% -1,39% 2,72% -0,07% -3,49% 3,23% -5,14%
Jul 3,16% 0,85% 5,54% 4,46% -4,10% -1,17% -0,85% 1,94% 0,68% -2,15% -3,71%
Aug - -2,35% -1,23% 4,13% 2,66% 3,48% -7,22% -1,66% -3,72% 2,28% -10,51%
Sep - -3,38% 3,08% -10,93% 6,30% -9,31% 6,65% 2,88% 8,25% 1,45% -9,49%
Okt - -3,76% -5,14% 8,64% 5,28% -2,46% -0,46% -9,50% 1,97% 3,90% 11,65%
Nov - 0,23% -0,10% 5,43% -6,31% 30,99% 0,55% -2,85% -1,25% 1,57% 1,77%
Dez - -4,13% 3,31% -3,84% 0,87% 5,96% 2,23% -10,47% 4,32% 4,79% -10,57%
Berechnungsbasis: 03.07.2025
* annualisierte Berechnung bezieht sich ausschließlich auf Performance