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| Bantleon Changing World Conservative - PT EUR ACC | ISIN: LU3082012520 | KAG: BANTLEON Invest KVG | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 1,17% | 0,95% | -0,39% | 1,86% | 8,02% | - | - | - | 8,78% / 7,03% |
| Volatilität: | 6,00% | 6,14% | 7,25% | 6,80% | 6,07% | - | - | - | 5,69% |
| Sharpe Ratio: | 0,16 | 0,07 | - | 0,08 | 1,00 | 1,15 | |||
| pos. Monate (%): | - | 66,67% | 50,00% | 57,14% | 66,67% | - | - | - | 66,67% |
| Max. Verlust: | -1,05% | -2,21% | -5,54% | -5,54% | -5,54% | - | - | - | -5,54% |
| Beta: | 1,25 | 0,98 | 1,03 | 1,03 | 1,04 | - | - | - | - |
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 1,77% | - | - | - | - | - | - | - | - | - | - |
| Feb | 1,37% | - | - | - | - | - | - | - | - | - | - |
| Mär | -4,60% | - | - | - | - | - | - | - | - | - | - |
| Apr | 1,47% | - | - | - | - | - | - | - | - | - | - |
| Mai | 1,78% | - | - | - | - | - | - | - | - | - | - |
| Jun | -0,56% | -0,46% | - | - | - | - | - | - | - | - | - |
| Jul | -0,77% | 0,82% | - | - | - | - | - | - | - | - | - |
| Aug | 0,81% | 0,67% | - | - | - | - | - | - | - | - | - |
| Sep | - | 2,08% | - | - | - | - | - | - | - | - | - |
| Okt | - | 2,73% | - | - | - | - | - | - | - | - | - |
| Nov | - | 0,25% | - | - | - | - | - | - | - | - | - |
| Dez | - | 0,60% | - | - | - | - | - | - | - | - | - |
| Berechnungsbasis: 20.08.2026 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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