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C-QUADRAT ARTS Total Return Vorsorge § 14 EStG - EUR ACC ISIN: AT0000A02PE1 KAG: Ampega Investment
  1M 3M 6M lfd. Jahr 1J 3J p.a. * 5J p.a. * 10J p.a. * seit Beginn / p.a. *
Performance: -0,12% 2,81% 0,78% 1,10% -0,23% 0,30% 1,91% 0,68% 51,12% / 2,25%
Volatilität: 4,73% 4,12% 6,10% 5,98% 5,60% 4,70% 4,93% 5,00% 4,97%
Sharpe Ratio: - 0,55 - - - - 2,32 - -
pos. Monate (%): - 66,67% 50,00% 50,00% 41,67% 44,44% 48,33% 50,83% 53,33%
Max. Verlust: -1,11% -1,46% -5,88% -5,88% -5,88% -7,61% -12,77% -13,79% -13,79%
Beta: 0,43 0,16 0,53 0,52 0,58 0,52 0,56 0,63 -
  2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Jan 2,06% 0,50% 1,72% -1,28% 0,57% 0,56% 0,40% 1,82% 0,88% -2,20% 4,07%
Feb 1,70% 2,32% 0,47% -1,45% 2,05% -3,10% 0,49% -3,01% 1,09% -0,03% 1,95%
Mär -0,89% 2,46% -2,04% 0,19% 2,81% -8,67% 1,93% -1,25% 1,27% 0,52% 2,49%
Apr -2,56% -2,14% 0,92% 1,03% 1,26% 0,46% 0,86% 0,66% 1,64% -1,02% -1,03%
Mai 1,42% 1,18% -1,10% -1,26% 1,18% 0,39% -0,71% -0,27% 1,13% 0,45% 0,56%
Jun -0,33% -0,97% 0,08% -1,27% 0,23% 2,20% 1,98% -0,53% -1,25% -0,52% -1,70%
Jul 0,17% 0,01% 1,24% -0,03% 1,36% 1,07% 1,32% 0,12% 0,01% 1,29% 0,82%
Aug - -0,16% -1,02% -2,79% 1,64% 1,75% 0,88% 0,55% -0,60% -0,44% -4,04%
Sep - 0,35% -1,21% -1,77% -2,49% -0,30% 0,08% -0,46% 1,37% -0,40% -0,99%
Okt - -0,96% -1,53% -0,06% 1,54% -1,55% -0,85% -3,75% 2,22% -0,27% 1,72%
Nov - 1,32% 2,07% 0,58% -1,00% 4,69% 0,48% 0,44% 0,13% -1,13% 0,40%
Dez - -1,27% 3,10% -0,98% 0,10% 1,57% -0,12% -1,19% -0,15% 1,38% -2,48%
Berechnungsbasis: 09.07.2025
* annualisierte Berechnung bezieht sich ausschließlich auf Performance