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| La Française Systematic Multi Asset Allocation - R EUR DIS | ISIN: DE0009763235 | KAG: La Française AM GmbH | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 1,06% | 2,37% | 3,47% | 3,31% | 5,32% | 4,90% | 1,29% | -0,07% | 69,97% / 1,65% |
| Volatilität: | 4,44% | 4,39% | 5,13% | 5,06% | 4,97% | 4,74% | 4,48% | 3,79% | 10,21% |
| Sharpe Ratio: | 0,20 | 0,43 | 0,45 | 0,30 | 0,54 | 2,45 | 1,81 | - | 4,76 |
| pos. Monate (%): | - | 100,00% | 83,33% | 75,00% | 75,00% | 69,44% | 56,67% | 55,83% | 58,02% |
| Max. Verlust: | -1,42% | -1,42% | -4,21% | -6,18% | -6,18% | -6,18% | -15,35% | -21,80% | -60,19% |
| Beta: | 2,04 | 1,93 | 1,31 | 1,31 | 1,36 | 0,94 | 0,83 | 0,74 | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 1,61% | 0,29% | 1,34% | -3,78% | -0,43% | 0,90% | -0,13% | -0,68% | -0,68% | -0,49% | 2,18% |
| Feb | 0,89% | 1,06% | -1,27% | -2,36% | -1,10% | -4,50% | 0,75% | -0,82% | 1,63% | 0,25% | 1,42% |
| Mär | -2,33% | 1,85% | 0,25% | 0,16% | 1,18% | -5,18% | 1,18% | -1,31% | -0,15% | -0,11% | 1,57% |
| Apr | -1,50% | -1,98% | 1,12% | -2,42% | 0,07% | -0,05% | 0,34% | 0,51% | 0,36% | 0,28% | -0,15% |
| Mai | 1,64% | 2,17% | -0,33% | -1,38% | 0,70% | -0,15% | -0,68% | 0,40% | 0,07% | -0,02% | 0,42% |
| Jun | 0,45% | 0,73% | 1,43% | -1,03% | 0,61% | -1,25% | 0,42% | -0,42% | -0,67% | 0,19% | -1,60% |
| Jul | 1,09% | 1,23% | 1,65% | 0,52% | 1,26% | -0,12% | 0,63% | 0,01% | -0,30% | 0,39% | 0,83% |
| Aug | 0,97% | 1,80% | -0,82% | -1,91% | 0,81% | -0,68% | 0,21% | 0,31% | -0,40% | -0,33% | -1,88% |
| Sep | 1,15% | 0,86% | -2,41% | -1,35% | -2,02% | 0,45% | -0,12% | -0,06% | 0,27% | -0,51% | -0,41% |
| Okt | - | -0,84% | -1,52% | -0,54% | 1,29% | -0,57% | -0,59% | -1,15% | 1,15% | -0,66% | 1,06% |
| Nov | - | 2,09% | 2,52% | -0,42% | -1,05% | -0,42% | 0,85% | -0,30% | -0,29% | 0,34% | 0,60% |
| Dez | - | -0,93% | 2,92% | -0,30% | 1,78% | -0,32% | 0,16% | -0,01% | -0,36% | 1,16% | -1,37% |
| Berechnungsbasis: 11.09.2025 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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