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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: | 0,78% | 1,37% | 3,01% | -0,01% | 4,01% | 4,67% | 2,24% | 2,16% | 57,26% / 1,74% |
| Volatilität: | 4,45% | 4,44% | 6,36% | 6,08% | 5,62% | 4,72% | 4,66% | 4,49% | 5,58% |
| Sharpe Ratio: | 0,14 | 0,20 | 0,29 | - | 0,24 | 2,30 | 2,84 | 3,79 | - |
| pos. Monate (%): | - | 100,00% | 83,33% | 75,00% | 75,00% | 72,22% | 65,00% | 64,17% | 59,69% |
| Max. Verlust: | -1,36% | -1,36% | -5,82% | -9,19% | -9,19% | -9,19% | -13,79% | -13,79% | -28,09% |
| Beta: | -0,37 | 0,05 | 0,54 | 0,59 | 0,61 | 0,55 | 0,59 | 0,58 | - |
| 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 | 1,53% | -0,67% | 1,06% | 2,25% | 0,38% | 1,05% | 1,83% | 0,50% | 0,57% | 2,08% | 0,49% |
| Aug | 0,14% | 0,22% | -0,65% | -0,57% | 0,97% | 1,69% | -0,66% | -0,66% | -0,33% | 0,00% | -5,32% |
| Sep | -0,65% | 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: 12.09.2025 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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