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Ethna-AKTIV A EUR ISIN: LU0136412771 KAG: ETHENEA Ind. Inv.
  1M 3M 6M lfd. Jahr 1J 3J p.a. * 5J p.a. * 10J p.a. * seit Beginn / p.a. *
Performance: 4,57% 2,67% 5,73% 5,27% 15,76% 8,45% 5,05% 3,39% 256,51% / 5,38%
Volatilität: 8,93% 9,54% 8,41% 8,81% 7,02% 6,95% 6,07% 5,41% 4,84%
Sharpe Ratio:
pos. Monate (%): - 66,67% 83,33% 80,00% 83,33% 63,89% 63,33% 61,67% 67,59%
Max. Verlust: -0,89% -5,25% -5,25% -5,25% -5,25% -9,24% -9,24% -11,57% -13,70%
Beta: - - - - - - - - -
  2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Jan 2,18% 1,88% 1,55% 0,30% -3,84% 1,35% 1,73% 1,34% 1,49% 0,43% -4,68%
Feb 0,75% -0,63% 1,02% -0,06% -1,02% -0,26% -1,21% 0,95% -0,64% 1,73% -0,75%
Mär -5,00% -2,77% 1,16% 0,40% -0,25% -0,80% -8,20% 1,92% -2,30% 0,54% 0,81%
Apr 4,38% -0,68% -0,55% 0,69% 1,75% 0,78% 4,12% 0,89% 0,17% -0,07% -0,25%
Mai 3,12% 3,04% -0,78% 1,44% 0,46% -0,46% -0,31% -1,11% -0,68% 0,84% -0,15%
Jun - 1,01% 1,91% 0,98% 0,78% 1,37% 0,55% 2,19% -1,04% -0,54% 0,37%
Jul - 1,49% -0,05% 2,05% -1,20% 0,83% 0,74% 1,44% 0,23% 0,24% 1,57%
Aug - 0,13% 1,72% -0,01% 0,05% 0,09% 1,62% 1,75% 0,14% -0,49% 0,52%
Sep - 2,30% 1,17% -2,55% 0,03% -1,57% -1,34% -0,87% -0,76% 0,97% -0,20%
Okt - 1,90% -0,01% -1,46% -1,66% 1,60% 0,39% -0,36% -2,79% 1,95% -0,68%
Nov - -0,49% 0,65% 4,03% -0,13% 1,97% 2,28% 1,37% -0,41% 0,05% -2,05%
Dez - 0,79% -1,82% 1,54% -1,62% 0,18% 1,27% 0,52% -0,91% 0,22% 0,80%
Berechnungsbasis: 12.05.2026
* annualisierte Berechnung bezieht sich ausschließlich auf Performance