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| C-QUADRAT ARTS Total Return Value Invest Protect - EUR | ISIN: AT0000A03K55 | KAG: Ampega Investment | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 0,65% | 1,85% | 0,11% | -0,34% | 1,54% | 2,68% | 2,71% | 0,30% | 39,56% / 1,79% |
| Volatilität: | 1,70% | 1,61% | 3,02% | 3,38% | 3,26% | 2,90% | 2,99% | 2,68% | 3,59% |
| Sharpe Ratio: | 0,29 | 0,85 | - | - | - | 1,53 | 5,28 | - | - |
| pos. Monate (%): | - | 100,00% | 83,33% | 75,00% | 75,00% | 66,67% | 63,33% | 54,17% | 55,26% |
| Max. Verlust: | -0,56% | -0,56% | -3,75% | -5,86% | -5,86% | -5,86% | -6,90% | -10,97% | -17,80% |
| Beta: | 0,22 | 0,15 | 0,53 | 0,52 | 0,51 | 0,39 | 0,30 | 0,29 | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 1,15% | 1,49% | 1,44% | -1,84% | 1,31% | 0,14% | 0,09% | 0,95% | 0,74% | -1,24% | 5,92% |
| Feb | 0,92% | 0,96% | -0,07% | -0,74% | 1,50% | -1,07% | 0,18% | -1,77% | 0,62% | 0,08% | 0,75% |
| Mär | -2,18% | 1,59% | -2,41% | 0,75% | 0,56% | -5,29% | 0,63% | -0,42% | -0,23% | -0,40% | 1,07% |
| Apr | -2,58% | -0,97% | 0,56% | 1,16% | 0,58% | -0,15% | 0,32% | -0,39% | 0,35% | 0,28% | 0,20% |
| Mai | 0,57% | 1,29% | -0,13% | -1,01% | 0,57% | -0,14% | -0,85% | 0,11% | 0,45% | -0,40% | -0,71% |
| Jun | 0,54% | 0,57% | 0,49% | -1,14% | 1,10% | -0,15% | 0,55% | -0,21% | -0,58% | -0,70% | -1,67% |
| Jul | 0,62% | 0,82% | 0,95% | -0,04% | -0,27% | -0,14% | 0,80% | -0,54% | 0,42% | 0,50% | 0,73% |
| Aug | 0,48% | 0,08% | -0,83% | 0,15% | 1,05% | -0,15% | 0,58% | 0,16% | -0,05% | 0,31% | -3,55% |
| Sep | 0,45% | 1,02% | -0,78% | -0,67% | -1,12% | -0,14% | -0,09% | -0,23% | 0,26% | -0,18% | -0,63% |
| Okt | - | -0,18% | -1,15% | -0,48% | 0,15% | -0,49% | -0,88% | -1,51% | 1,03% | -0,02% | 0,72% |
| Nov | - | 1,65% | 1,48% | 0,49% | 0,59% | 2,39% | 0,38% | 0,12% | -0,04% | -0,51% | -0,11% |
| Dez | - | -0,58% | 2,32% | -0,44% | 1,08% | 1,20% | 0,47% | -0,54% | 0,08% | 0,55% | -2,31% |
| Berechnungsbasis: 12.09.2025 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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