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|---|---|---|---|
| Weltstrategie PLUS (R) | ISIN: AT0000A0XNA5 | KAG: LLB Invest KAG | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -0,50% | 4,43% | 4,19% | 3,96% | 10,83% | 8,26% | 2,52% | 2,65% | 41,00% / 2,56% |
| Volatilität: | 4,69% | 5,29% | 5,20% | 5,24% | 4,54% | 5,65% | 5,98% | 6,31% | 6,30% |
| Sharpe Ratio: | |||||||||
| pos. Monate (%): | - | 66,67% | 66,67% | 66,67% | 83,33% | 69,44% | 61,67% | 63,33% | 62,35% |
| Max. Verlust: | -1,71% | -1,71% | -4,70% | -4,70% | -4,70% | -11,38% | -17,89% | -22,92% | -22,92% |
| Beta: | - | - | - | - | - | - | - | - | - |
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 2,54% | 1,62% | 2,77% | 2,24% | -4,91% | 0,87% | 0,78% | 4,97% | 0,87% | 0,18% | -4,10% |
| Feb | 0,51% | -1,21% | 1,35% | -0,73% | -1,89% | 0,86% | -2,31% | 1,84% | -1,79% | 1,88% | -0,10% |
| Mär | -4,57% | -3,68% | 1,66% | -1,19% | 2,17% | 0,94% | -13,85% | 0,83% | -2,37% | 0,09% | 2,01% |
| Apr | 4,18% | -2,79% | -0,98% | 0,56% | -2,94% | 2,37% | 4,98% | 2,27% | 1,35% | 0,18% | 0,94% |
| Mai | 1,97% | 2,95% | 1,07% | 1,39% | -2,44% | 0,25% | 2,03% | -2,49% | 0,80% | -0,18% | 0,37% |
| Jun | -0,50% | 0,16% | 2,21% | 0,18% | -4,92% | 1,90% | 0,47% | 1,46% | -1,85% | -1,05% | -0,65% |
| Jul | - | 1,67% | -1,04% | 1,91% | 3,36% | 1,13% | 1,42% | 1,44% | 1,61% | 0,00% | 2,51% |
| Aug | - | 0,78% | 0,65% | 0,00% | -0,09% | 1,04% | 2,89% | -1,06% | -0,09% | -0,53% | 0,36% |
| Sep | - | 1,55% | 0,96% | -0,80% | -3,34% | -2,06% | -1,99% | 1,34% | -0,35% | 1,25% | -0,45% |
| Okt | - | 1,37% | 1,43% | -2,07% | -0,36% | 2,67% | -0,46% | 0,18% | -4,96% | 1,59% | -0,55% |
| Nov | - | 0,15% | 2,67% | 3,86% | 0,18% | 0,71% | 5,39% | 1,41% | 0,56% | -0,35% | 0,00% |
| Dez | - | 0,68% | -0,76% | 2,21% | -2,28% | 0,47% | 1,23% | 0,87% | -4,73% | 0,44% | 1,83% |
| Berechnungsbasis: 26.06.2026 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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