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Raiffeisen-Nachhaltigkeit-US-Aktien - (R) EUR ACC ISIN: AT0000764758 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: 1,30% 7,99% -7,30% -5,97% 3,27% 9,08% 12,72% 10,21% 306,87% / 5,62%
Volatilität: 9,41% 21,88% 24,24% 23,77% 20,42% 17,18% 17,28% 19,67% 21,15%
Sharpe Ratio: 0,12 0,34 - - 0,00 1,62 4,84 7,90 2,98
pos. Monate (%): - 100,00% 66,67% 66,67% 75,00% 69,44% 70,00% 62,50% 57,69%
Max. Verlust: -2,69% -8,81% -23,84% -23,84% -23,84% -23,84% -23,84% -34,82% -63,77%
Beta: 0,14 0,53 0,31 0,31 0,31 0,34 0,36 0,36 -
  2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Jan 2,57% 5,66% 1,49% -7,66% 4,79% 1,62% 7,99% 0,76% -1,17% -9,90% 5,53%
Feb -2,21% 4,23% -0,73% -2,53% 3,88% -9,06% 3,15% -0,71% 5,92% 0,66% 4,80%
Mär -9,50% 3,68% -0,99% 4,58% 8,45% -13,73% 2,87% -5,23% 0,07% 2,35% 3,49%
Apr -6,40% -3,17% -0,59% 0,21% 0,76% 15,55% 3,66% 4,56% -0,43% 2,98% -2,77%
Mai 6,90% 0,86% 4,17% -4,72% 0,60% 0,33% -5,97% 5,50% -3,94% 1,69% 2,01%
Jun 0,63% 4,61% 2,28% -5,28% 3,48% -1,20% 3,49% 0,71% 3,34% -2,09% -3,44%
Jul 1,35% -1,06% 2,81% 10,15% 0,39% -0,11% 4,83% 1,54% -2,69% 3,95% 1,10%
Aug - -0,14% -0,91% -1,15% 2,02% 6,98% -2,58% 1,62% -1,80% 1,56% -7,49%
Sep - 1,81% -3,04% -4,42% -0,87% -2,22% 2,81% -0,92% 4,48% -2,74% -4,81%
Okt - 2,80% -5,80% 5,79% 7,48% -0,59% -0,11% -4,31% 3,48% 3,10% 8,61%
Nov - 4,95% 5,28% -4,16% 2,61% 8,87% 3,27% -0,81% -1,02% 9,87% 2,24%
Dez - -0,87% 3,85% -8,24% 3,96% 1,17% 0,99% -9,68% 2,09% 4,12% -3,96%
Berechnungsbasis: 09.07.2025
* annualisierte Berechnung bezieht sich ausschließlich auf Performance