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|---|---|---|---|
| AllStars Balanced (T) | ISIN: AT0000810643 | KAG: Erste AM | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 2,19% | 1,05% | 2,19% | 2,55% | 7,99% | 6,41% | 2,42% | 2,59% | 60,95% / 1,78% |
| Volatilität: | 3,76% | 6,50% | 5,76% | 6,12% | 5,23% | 5,07% | 4,84% | 4,58% | 5,62% |
| Sharpe Ratio: | |||||||||
| pos. Monate (%): | - | 66,67% | 83,33% | 80,00% | 75,00% | 69,44% | 61,67% | 62,50% | 58,82% |
| Max. Verlust: | -0,35% | -4,24% | -4,24% | -4,24% | -4,24% | -9,19% | -13,91% | -13,91% | -28,70% |
| Beta: | - | - | - | - | - | - | - | - | - |
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 1,35% | 1,07% | 2,38% | 2,19% | -4,29% | 0,39% | 0,40% | 1,59% | 1,28% | 1,27% | -2,81% |
| Feb | 0,70% | 0,07% | 1,31% | 0,00% | -2,08% | 0,54% | -0,48% | 1,56% | -1,42% | 1,25% | 0,72% |
| Mär | -4,24% | -3,47% | 1,53% | -1,16% | 0,95% | -0,76% | -7,66% | 1,11% | -1,84% | -0,41% | 1,44% |
| Apr | 3,77% | -2,20% | -1,05% | 0,33% | -1,33% | 1,31% | 3,28% | 1,86% | 0,00% | 0,58% | 1,77% |
| Mai | 1,12% | 3,00% | 0,99% | 1,41% | -1,43% | -0,08% | 2,18% | -1,83% | 0,73% | 0,66% | -0,26% |
| Jun | - | -0,36% | 1,81% | 0,16% | -3,37% | 1,37% | 0,82% | 1,18% | -1,86% | -0,24% | 0,09% |
| Jul | - | 1,75% | -0,67% | 1,06% | 2,08% | 0,30% | 1,22% | 2,09% | 0,50% | 0,57% | 2,53% |
| Aug | - | 0,29% | 0,52% | -0,49% | -0,16% | 0,97% | 1,69% | -0,82% | -0,90% | -0,33% | -0,09% |
| Sep | - | 0,42% | 1,04% | -1,30% | -3,37% | -1,58% | -0,87% | 1,07% | -0,43% | 1,14% | 0,09% |
| Okt | - | 1,94% | 0,81% | -1,65% | 0,51% | 1,74% | 0,16% | -0,16% | -3,09% | 1,05% | 0,17% |
| Nov | - | -0,56% | 1,60% | 3,36% | 1,60% | -0,07% | 2,39% | 1,47% | 0,26% | -0,40% | -1,10% |
| Dez | - | 0,07% | -0,14% | 2,52% | -1,82% | 0,67% | 0,85% | 1,05% | -2,58% | 0,24% | 1,63% |
| Berechnungsbasis: 12.05.2026 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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