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Carmignac Investissement - A EUR ACC ISIN: FR0010148981 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: 3,42% 6,58% 0,87% 2,29% 4,71% 14,59% 10,14% 5,65% - / -
Volatilität: 11,25% 21,47% 17,93% 18,11% 16,46% 14,40% 15,82% 16,02% 16,82%
Sharpe Ratio: 0,29 0,28 - 0,05 0,09 3,32 4,02 3,98 166,52
pos. Monate (%): - 66,67% 50,00% 40,00% 58,33% 61,11% 58,33% 59,17% 60,05%
Max. Verlust: -2,22% -11,19% -19,79% -19,79% -19,79% -19,79% -29,33% -29,33% -45,78%
Beta: 1,42 0,92 0,99 0,99 1,09 1,06 1,16 1,10 -
  2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Jan 4,82% 3,82% 5,47% -7,60% -2,02% 2,03% 8,53% 4,91% 2,65% -4,88% 7,59%
Feb -3,60% 6,59% -2,30% -4,09% 1,65% -4,37% 2,33% -2,03% -0,51% -1,63% 4,18%
Mär -8,64% 4,26% 2,50% 2,65% -1,98% -10,18% 2,47% -1,20% -0,84% -0,91% 3,99%
Apr -1,37% -2,98% -0,70% -4,42% 2,09% 16,18% 2,55% 1,86% 1,17% 0,60% -1,95%
Mai 8,99% 1,44% 2,84% -3,66% -2,12% 5,55% -4,26% 0,91% 0,66% 2,73% 1,25%
Jun 3,06% 5,42% 1,87% -3,18% 4,34% 3,71% 3,50% -0,89% -1,69% 0,15% -3,98%
Jul 1,65% -1,03% 2,78% 6,62% -3,07% 0,40% 0,53% -0,16% 2,26% 3,23% -0,31%
Aug - -0,12% -1,31% -1,59% 1,56% 6,43% -2,03% -2,06% -2,00% -1,86% -11,38%
Sep - -2,08% -2,99% -7,22% -2,72% -1,82% 0,24% -0,11% -0,07% 0,32% -2,18%
Okt - 0,02% -1,69% 5,02% 3,86% -0,74% 1,06% -7,80% 0,35% -1,23% 4,69%
Nov - 5,85% 5,46% 3,86% -3,77% 11,04% 4,19% 0,51% -2,75% 1,13% 3,24%
Dez - 0,55% 3,02% -5,10% -1,37% 3,74% 1,80% -7,91% 2,50% 2,22% -3,12%
Berechnungsbasis: 09.07.2025
* annualisierte Berechnung bezieht sich ausschließlich auf Performance