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|---|---|---|---|
| Portefeuille IV - Dynamisch | ISIN: AT0000A22NV8 | KAG: Raiffeisen KAG | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 0,31% | 8,00% | -2,36% | -1,97% | 3,14% | 6,25% | 6,79% | 4,80% | 446,01% / 5,84% |
| Volatilität: | 4,76% | 9,75% | 12,37% | 12,13% | 11,19% | 9,18% | 9,24% | 10,53% | 27,10% |
| Sharpe Ratio: | |||||||||
| pos. Monate (%): | - | 66,67% | 50,00% | 57,14% | 75,00% | 61,11% | 61,67% | 62,50% | 62,18% |
| Max. Verlust: | -1,49% | -2,35% | -14,27% | -14,27% | -14,27% | -14,27% | -15,02% | -25,11% | -43,11% |
| Beta: | - | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 1,42% | 2,21% | 4,47% | -5,29% | 2,91% | 0,54% | 5,65% | 2,72% | 0,84% | -6,52% | 4,91% |
| Feb | 0,63% | 1,56% | -1,26% | -1,81% | 2,16% | -2,80% | 3,87% | -2,32% | 2,42% | 1,87% | 3,59% |
| Mär | -4,31% | 2,81% | -0,79% | 4,40% | 1,14% | -16,58% | 0,38% | -3,68% | -0,15% | 2,84% | 2,09% |
| Apr | -4,95% | -1,35% | -0,85% | -2,88% | 1,90% | 7,30% | 2,88% | 2,19% | 0,72% | 2,04% | 0,47% |
| Mai | 4,62% | 1,83% | 2,75% | -1,89% | -0,17% | 2,55% | -3,97% | 3,30% | -0,86% | 0,33% | 0,50% |
| Jun | -0,11% | 2,16% | 0,62% | -4,67% | 3,11% | 0,54% | 2,30% | -2,30% | 0,11% | -0,75% | -3,53% |
| Jul | 1,05% | -0,52% | 2,36% | 4,12% | 0,96% | 2,56% | 3,29% | 1,75% | -0,49% | 3,48% | -0,22% |
| Aug | - | 0,72% | -1,26% | 0,34% | 1,96% | 2,73% | -3,25% | -0,67% | -2,06% | 0,67% | -5,53% |
| Sep | - | 2,11% | -2,08% | -4,36% | -1,22% | -1,59% | 2,93% | -0,67% | 3,40% | -0,47% | -3,60% |
| Okt | - | 1,37% | -3,38% | -0,15% | 2,97% | -1,02% | 0,46% | -4,46% | 2,53% | 0,91% | 7,07% |
| Nov | - | 1,72% | 4,47% | 2,85% | 0,05% | 6,42% | 2,42% | 2,42% | -0,49% | 2,79% | 1,88% |
| Dez | - | 0,01% | 4,21% | -3,24% | 2,22% | 1,06% | 1,00% | -6,03% | 0,90% | 3,01% | -3,38% |
| Berechnungsbasis: 11.07.2025 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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