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Carmignac Patrimoine - A EUR ACC ISIN: FR0010135103 KAG: Carmignac Gestion S.A.
  1M 3M 6M lfd. Jahr 1J 3J p.a. * 5J p.a. * 10J p.a. * seit Beginn / p.a. *
Performance: 0,68% 3,40% 5,75% 6,11% 5,97% 6,30% 2,99% 1,04% 875,69% / 6,60%
Volatilität: 3,40% 6,08% 5,78% 5,83% 5,97% 6,36% 6,48% 6,72% 7,51%
Sharpe Ratio: 0,15 0,46 0,77 0,82 0,46 2,73 2,68 0,19 113,37
pos. Monate (%): - 66,67% 66,67% 60,00% 58,33% 63,89% 56,67% 56,67% 61,20%
Max. Verlust: -0,90% -3,48% -5,40% -5,40% -5,40% -6,46% -17,86% -17,86% -26,56%
Beta: 0,57 0,63 0,64 0,63 0,71 0,57 0,61 0,71 -
  2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Jan 3,88% 0,54% 2,39% -2,41% -1,59% 1,33% 1,83% 2,82% 0,67% -0,81% 6,55%
Feb -0,56% 1,40% -3,58% -4,31% 0,27% -3,40% 0,56% -2,52% 0,26% 0,54% 2,56%
Mär -1,78% 1,76% 0,88% -0,99% -0,06% -4,06% 1,48% -0,49% -0,60% -1,77% 3,06%
Apr 0,82% -1,44% -0,16% -1,44% 1,48% 3,83% 0,70% 0,48% 0,07% 0,53% -2,57%
Mai 2,51% 0,83% -0,89% -2,38% -0,79% 3,12% -1,24% -1,12% 0,15% 0,82% 0,32%
Jun 1,25% 2,10% 0,37% -1,87% 0,71% 2,01% 2,74% -0,16% -1,01% 1,19% -3,97%
Jul 0,85% 0,10% 0,69% 0,16% -1,58% 1,57% 0,28% -0,97% 0,60% 1,62% 0,47%
Aug - -0,53% -0,14% 0,63% 0,23% 2,35% -0,87% -1,34% -1,33% -0,63% -7,04%
Sep - -0,74% -1,98% -2,28% -1,19% -2,15% 0,17% -0,48% 0,14% -0,35% -0,69%
Okt - -0,40% -1,66% -0,33% 1,23% -0,44% 0,85% -5,08% 0,38% -0,19% 0,81%
Nov - 1,16% 2,45% 5,19% -2,50% 5,36% 1,09% -1,17% -1,51% 0,77% 2,43%
Dez - 0,08% 2,13% -0,67% -0,19% 1,62% 1,39% -1,48% 0,86% 1,59% -1,49%
Berechnungsbasis: 09.07.2025
* annualisierte Berechnung bezieht sich ausschließlich auf Performance