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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: 1,01% 2,99% 1,75% 1,75% 3,41% 3,47% 3,65% 1,56% 225,29% / 5,17%
Volatilität: 4,71% 12,27% 10,30% 10,30% 8,65% 6,18% 5,91% 5,12% 4,69%
Sharpe Ratio: 0,18 0,20 0,05 0,04 0,02 1,36 3,58 1,78 3,56
pos. Monate (%): - 66,67% 50,00% 40,00% 66,67% 61,11% 63,33% 59,17% 66,20%
Max. Verlust: -0,73% -5,97% -8,59% -8,59% -9,17% -9,17% -9,17% -11,57% -11,57%
Beta: 0,34 1,05 1,00 1,02 0,85 0,60 0,56 0,53 -
  2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Jan 1,88% 1,55% 0,30% -3,84% 1,35% 1,73% 1,34% 1,49% 0,43% -4,68% 0,92%
Feb -0,63% 1,89% -0,24% -1,31% 0,61% -1,21% 0,69% -0,67% 2,06% -0,96% 1,77%
Mär -2,77% 1,01% 0,36% -0,50% -1,01% -8,20% 2,00% -2,10% 0,55% 0,53% 0,65%
Apr -0,97% -0,62% 0,62% 1,64% 0,47% 3,33% 0,73% 0,02% -0,96% -2,01% -0,06%
Mai 3,04% -0,78% 1,44% 0,46% -0,46% -0,31% -1,11% -0,68% 0,84% -0,15% 0,14%
Jun 1,01% 1,91% 1,03% 0,62% 1,51% 0,55% 2,19% -1,18% -0,51% 0,35% -1,34%
Jul 0,57% 0,32% 2,05% -1,02% 0,81% 0,58% 1,31% 0,23% 0,24% 1,38% 0,24%
Aug - 1,02% -0,06% 0,58% 0,09% 1,62% 1,62% 0,11% -0,41% 0,53% -1,61%
Sep - 1,17% -2,75% 0,38% -1,53% -1,15% -0,87% -0,76% 0,89% -0,10% -2,20%
Okt - -0,07% -1,46% -1,66% 1,62% 0,08% -0,57% -3,03% 1,95% -0,68% 1,60%
Nov - 0,65% 4,03% -0,13% 1,97% 2,28% 1,37% -0,41% 0,05% -2,05% 0,32%
Dez - -1,82% 1,32% -2,41% 0,74% 1,48% 0,52% -0,91% 0,28% 1,03% -0,02%
Berechnungsbasis: 09.07.2025
* annualisierte Berechnung bezieht sich ausschließlich auf Performance