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Ethna-AKTIV - A EUR DIS ISIN: LU0136412771 KAG: ETHENEA Independent Investors SA
  1M 3M 6M lfd. Jahr 1J 3J p.a. * 5J p.a. * 10J p.a. * seit Beginn / p.a. *
Performance: 0,25% 3,52% 6,78% 2,22% 8,30% 7,70% 3,63% 3,23% 253,33% / 5,40%
Volatilität: 8,02% 6,95% 6,55% 7,19% 8,17% 6,54% 5,91% 5,19% 4,73%
Sharpe Ratio: 0,01 0,43 0,87 0,28 0,75 2,57 3,56 6,69 7,44
pos. Monate (%): - 66,67% 66,67% 100,00% 66,67% 77,78% 63,33% 61,67% 61,64%
Max. Verlust: -1,38% -1,74% -2,38% -1,38% -8,59% -9,17% -9,17% -11,57% -11,57%
Beta: 0,94 1,00 0,85 0,92 0,97 0,80 0,56 0,53 -
  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 0,02% -0,63% 1,89% -0,24% -1,31% 0,61% -1,21% 0,69% -0,67% 2,06% -0,96%
Mär - -2,77% 1,01% 0,36% -0,50% -1,01% -8,20% 2,00% -2,10% 0,55% 0,53%
Apr - -0,97% -0,62% 0,62% 1,64% 0,47% 3,33% 0,73% 0,02% -0,96% -2,01%
Mai - 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% 1,03% 0,62% 1,51% 0,55% 2,19% -1,18% -0,51% 0,35%
Jul - 1,26% 0,32% 2,05% -1,02% 0,81% 0,58% 1,31% 0,23% 0,24% 1,38%
Aug - 0,30% 1,02% -0,06% 0,58% 0,09% 1,62% 1,62% 0,11% -0,41% 0,53%
Sep - 2,76% 1,17% -2,75% 0,38% -1,53% -1,15% -0,87% -0,76% 0,89% -0,10%
Okt - 1,97% -0,07% -1,46% -1,66% 1,62% 0,08% -0,57% -3,03% 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 - 0,64% -1,82% 1,32% -2,41% 0,74% 1,48% 0,52% -0,91% 0,28% 1,03%
Berechnungsbasis: 16.02.2026
* annualisierte Berechnung bezieht sich ausschließlich auf Performance