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FarSighted Global PortFolio - T3 EUR ACC ISIN: AT0000A23KG3 KAG: Security Kapitalanlage AG
  1M 3M 6M lfd. Jahr 1J 3J p.a. * 5J p.a. * 10J p.a. * seit Beginn / p.a. *
Performance: 0,50% 11,68% -2,83% -2,83% 2,41% 6,84% 6,17% - 46,39% / 5,77%
Volatilität: 4,57% 7,46% 10,45% 10,26% 8,95% 7,57% 7,66% - 8,62%
Sharpe Ratio: 0,07 1,49 - - - 2,64 4,76 5,45
pos. Monate (%): - 100,00% 66,67% 66,67% 66,67% 72,22% 68,33% - 63,41%
Max. Verlust: -1,70% -1,70% -14,53% -14,53% -14,53% -14,53% -18,78% - -25,45%
Beta: 0,49 0,57 0,71 0,71 0,67 0,70 0,73 - -
  2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Jan 0,90% 1,81% 4,65% -5,90% 3,26% 0,72% 6,56% - - - -
Feb -0,75% 2,39% -0,25% -3,46% 1,62% -2,76% 3,95% - - - -
Mär -4,35% 2,03% -1,18% 1,50% 2,50% -15,72% 1,10% - - - -
Apr -3,27% -0,96% -0,51% -3,27% 1,02% 8,82% 3,26% - - - -
Mai 4,96% 1,12% 2,91% -2,01% -0,23% 2,96% -3,54% - - - -
Jun 0,00% 2,43% 1,25% -5,32% 2,56% 1,25% 1,78% - - - -
Jul 0,57% -0,36% 2,06% 5,97% 0,08% 1,70% 2,71% - - - -
Aug - 0,07% -1,12% -1,21% 1,51% 2,97% -2,65% - - - -
Sep - 2,30% -1,87% -5,42% -1,79% -0,27% 3,50% - - - -
Okt - 0,77% -3,39% 0,00% 2,58% 0,00% 0,75% -5,48% - - -
Nov - 2,09% 4,97% 3,13% 0,59% 8,08% 2,70% 2,00% - - -
Dez - -1,30% 4,00% -3,96% 1,63% 0,76% 1,27% -7,13% - - -
Berechnungsbasis: 09.07.2025
* annualisierte Berechnung bezieht sich ausschließlich auf Performance