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| FarSighted Moderate PortFolio - EUR ACC | ISIN: AT0000802608 | KAG: Security Kapitalanlage AG | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 0,72% | 1,60% | 3,02% | 1,30% | 4,50% | 5,38% | 2,75% | 2,74% | 78,30% / 2,35% |
| Volatilität: | 1,94% | 2,04% | 4,92% | 4,65% | 4,29% | 4,26% | 4,37% | 4,66% | 6,07% |
| Sharpe Ratio: | 0,29 | 0,55 | 0,37 | - | 0,44 | 3,09 | 3,67 | 5,22 | - |
| pos. Monate (%): | - | 100,00% | 83,33% | 75,00% | 75,00% | 72,22% | 66,67% | 62,50% | 60,73% |
| Max. Verlust: | -0,50% | -0,80% | -5,13% | -7,51% | -7,51% | -7,51% | -18,45% | -18,45% | -33,83% |
| Beta: | 0,20 | 0,22 | 0,52 | 0,53 | 0,52 | 0,50 | 0,56 | 0,58 | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 0,43% | 0,55% | 3,36% | -3,32% | 1,62% | 0,56% | 3,39% | -0,08% | 0,59% | -3,35% | 3,41% |
| Feb | 0,36% | 1,02% | -0,83% | -3,20% | 0,38% | -0,80% | 2,12% | -1,10% | 1,95% | 0,27% | 2,49% |
| Mär | -2,51% | 1,62% | -0,34% | -0,23% | 1,44% | -10,73% | 1,21% | -1,54% | -0,17% | 1,45% | 1,48% |
| Apr | -1,26% | -0,91% | -0,08% | -2,54% | 0,67% | 4,77% | 1,88% | 1,04% | 0,42% | 0,80% | 0,34% |
| Mai | 2,39% | 0,77% | 1,27% | -1,74% | -0,07% | 1,72% | -1,68% | 0,77% | 0,00% | 0,98% | 0,09% |
| Jun | 0,37% | 1,30% | 0,67% | -4,98% | 1,26% | 1,52% | 1,62% | -0,77% | -0,50% | -1,49% | -1,96% |
| Jul | 1,24% | 0,60% | 1,24% | 4,23% | 0,51% | 1,33% | 1,76% | 1,21% | -0,25% | 2,74% | 1,93% |
| Aug | 0,29% | 0,45% | -0,73% | -1,93% | 0,58% | 1,88% | -0,58% | 0,00% | -1,09% | 0,52% | -4,21% |
| Sep | 0,72% | 1,56% | -1,23% | -5,03% | -1,23% | -0,24% | 1,33% | -0,34% | 0,93% | -0,34% | -2,24% |
| Okt | - | 0,07% | -1,75% | 0,17% | 1,03% | 0,08% | -0,08% | -2,57% | 1,00% | -0,52% | 5,33% |
| Nov | - | 1,31% | 3,64% | 2,95% | 0,29% | 4,11% | 1,07% | 0,18% | -0,25% | 0,61% | 1,22% |
| Dez | - | -0,58% | 3,58% | -2,52% | 1,24% | 0,62% | 0,73% | -4,13% | 0,17% | 1,47% | -2,41% |
| Berechnungsbasis: 12.09.2025 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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