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| Ethna-DEFENSIV - SIA-T EUR ACC | ISIN: LU0868354365 | 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: | 0,76% | 1,09% | 1,67% | 1,52% | 3,82% | 4,82% | 2,47% | 2,29% | 27,03% / 2,09% |
| Volatilität: | 2,39% | 2,66% | 2,76% | 2,60% | 3,45% | 2,93% | 2,81% | 2,93% | 2,86% |
| Sharpe Ratio: | 0,25 | 0,22 | 0,22 | 0,49 | 0,48 | 2,41 | 5,14 | 7,74 | 4,60 |
| pos. Monate (%): | - | 66,67% | 66,67% | 100,00% | 75,00% | 77,78% | 63,33% | 65,00% | 63,57% |
| Max. Verlust: | -0,57% | -1,15% | -1,66% | -0,57% | -2,18% | -2,39% | -4,70% | -9,80% | -9,80% |
| Beta: | 0,21 | 0,38 | 0,50 | 0,17 | 0,34 | 0,36 | 0,22 | 0,34 | - |
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 0,80% | 0,38% | 0,37% | -0,13% | -0,74% | 0,13% | 1,75% | 1,25% | 0,87% | -0,12% | -1,13% |
| Feb | 0,76% | 1,16% | -0,07% | -0,08% | -1,23% | -0,48% | 0,57% | 0,28% | -0,72% | 1,12% | 0,46% |
| Mär | - | -1,30% | 0,66% | -0,19% | -1,40% | 0,21% | -8,24% | 1,20% | -1,11% | -0,13% | 1,30% |
| Apr | - | 1,19% | 0,56% | -0,09% | 0,05% | 0,08% | 4,06% | 0,40% | -0,00% | 0,47% | 0,56% |
| Mai | - | 0,66% | -0,14% | 0,12% | -0,07% | 0,57% | 0,64% | 0,12% | -1,70% | 0,35% | -0,13% |
| Jun | - | 0,10% | 1,16% | -1,09% | 0,52% | 0,65% | 1,11% | 2,10% | -0,06% | 0,15% | 0,55% |
| Jul | - | 0,72% | 1,21% | 0,79% | 0,66% | 0,68% | 1,33% | 1,65% | -0,13% | 0,29% | 0,65% |
| Aug | - | 0,12% | 1,20% | 0,30% | 0,56% | 0,23% | 0,08% | 1,59% | -0,12% | -0,09% | 0,25% |
| Sep | - | 0,63% | 0,92% | -0,84% | -0,24% | -0,44% | -0,06% | -1,12% | -0,33% | 0,23% | -0,30% |
| Okt | - | 0,78% | -0,74% | 0,71% | -1,25% | -0,17% | 0,41% | -1,12% | -0,66% | 0,94% | -0,72% |
| Nov | - | -0,27% | 1,06% | 1,95% | -0,25% | 0,27% | 0,75% | 0,17% | -1,00% | -0,23% | -1,33% |
| Dez | - | -0,60% | -0,83% | 1,78% | -0,15% | 0,22% | 0,25% | 0,20% | 0,17% | -0,22% | -0,17% |
| Berechnungsbasis: 16.02.2026 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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