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AllStars Balanced - EUR ACC 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: 0,07% 6,26% -1,86% -1,50% 1,33% 4,33% 2,10% 1,55% 54,91% / 1,69%
Volatilität: 3,11% 5,13% 6,58% 6,46% 5,97% 4,68% 4,67% 4,63% 5,59%
Sharpe Ratio: - 1,11 - - - 2,48 2,67 1,57 -
pos. Monate (%): - 100,00% 66,67% 66,67% 66,67% 69,44% 63,33% 60,83% 55,52%
Max. Verlust: -1,02% -1,09% -9,19% -9,19% -9,19% -9,19% -13,79% -13,79% -28,09%
Beta: 0,40 0,46 0,63 0,63 0,66 0,56 0,60 0,61 -
  2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Jan 1,07% 2,38% 2,19% -4,29% 0,39% 0,40% 1,59% 1,28% 1,27% -2,81% 3,16%
Feb 0,07% 1,39% -0,08% -2,54% 0,69% -0,48% 1,30% -1,03% 1,76% 0,45% 1,57%
Mär -3,47% 1,53% -0,99% 0,63% 0,00% -7,66% 1,20% -1,76% -0,33% 1,07% 0,98%
Apr -1,84% -1,05% 0,33% -1,10% 1,15% 2,66% 1,77% 0,00% 0,58% 1,95% 0,56%
Mai 3,00% 0,99% 1,41% -1,43% -0,08% 2,18% -1,83% 0,73% 0,66% -0,26% 0,08%
Jun -0,36% 1,81% 0,25% -3,37% 1,37% 0,82% 1,18% -1,38% 0,00% 0,09% -2,24%
Jul 0,29% -0,67% 1,06% 2,25% 0,38% 1,05% 1,83% 0,50% 0,57% 2,08% 0,49%
Aug - 0,22% -0,65% -0,57% 0,97% 1,69% -0,66% -0,66% -0,33% 0,00% -5,32%
Sep - 1,04% -1,46% -3,03% -1,56% -0,87% 1,07% -0,66% 0,73% 0,00% -1,75%
Okt - 1,03% -1,65% 0,51% 1,82% 0,08% -0,16% -3,09% 1,05% 0,17% 2,40%
Nov - 1,60% 3,36% 1,60% -0,07% 2,39% 1,47% 0,26% -0,40% -1,10% 0,61%
Dez - -0,14% 2,18% -1,98% 0,97% 0,78% 1,05% -2,58% 0,40% 1,72% -2,07%
Berechnungsbasis: 09.07.2025
* annualisierte Berechnung bezieht sich ausschließlich auf Performance