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Portefeuille III - Ausgewogen ISIN: AT0000A22NU0 KAG: Raiffeisen KAG
  1M 3M 6M lfd. Jahr 1J 3J p.a. * 5J p.a. * 10J p.a. * seit Beginn / p.a. *
Performance: 0,26% 5,91% -1,49% -1,36% 3,12% 4,93% 4,59% 3,53% 344,62% / 5,12%
Volatilität: 3,79% 7,00% 9,20% 9,04% 8,24% 7,23% 7,15% 7,65% 23,64%
Sharpe Ratio:
pos. Monate (%): - 66,67% 50,00% 57,14% 66,67% 58,33% 60,00% 60,83% 62,46%
Max. Verlust: -1,04% -1,57% -10,96% -10,96% -10,96% -10,96% -16,09% -19,62% -31,94%
Beta: - - - - - - - - -
  2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Jan 0,93% 1,25% 3,64% -4,40% 1,63% 0,61% 4,16% 1,56% 0,48% -3,95% 4,36%
Feb 0,53% 0,80% -1,15% -2,06% 1,45% -1,83% 2,97% -1,52% 2,04% 1,60% 2,44%
Mär -3,58% 2,56% -0,21% 2,91% 0,89% -12,55% 0,68% -2,01% -0,23% 1,98% 1,69%
Apr -3,05% -1,42% -0,43% -2,66% 1,42% 5,82% 2,00% 1,35% 0,41% 1,29% 0,13%
Mai 3,29% 1,38% 1,77% -1,76% -0,11% 2,40% -2,66% 1,80% -0,36% 0,02% -0,00%
Jun -0,11% 1,57% 0,65% -4,91% 2,22% 0,59% 2,11% -1,54% -0,24% 0,61% -2,86%
Jul 0,79% 0,00% 1,66% 4,25% 1,49% 2,15% 2,69% 1,01% -0,33% 2,22% 0,02%
Aug - 0,81% -0,88% -0,77% 1,35% 1,94% -1,62% -0,66% -1,00% 0,45% -3,68%
Sep - 1,62% -2,00% -4,47% -1,16% -0,89% 1,88% -0,43% 1,87% -0,16% -2,12%
Okt - 0,86% -2,35% 0,69% 2,21% -0,81% -0,05% -2,66% 1,68% 0,31% 4,31%
Nov - 1,64% 4,07% 2,32% 0,13% 4,72% 1,64% 1,49% -0,10% 0,96% 1,36%
Dez - -0,27% 4,35% -3,26% 1,64% 0,90% 0,39% -4,14% 0,44% 1,91% -2,96%
Berechnungsbasis: 11.07.2025
* annualisierte Berechnung bezieht sich ausschließlich auf Performance