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| Ethna-DYNAMISCH - SIA-T EUR ACC | ISIN: LU0985193431 | 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: | 0,32% | 4,07% | 3,73% | 11,37% | 17,36% | 2,26% | 4,86% | 4,07% | 49,78% / 3,95% |
| Volatilität: | 7,88% | 6,15% | 7,28% | 7,26% | 7,10% | 7,51% | 8,76% | 7,29% | 7,20% |
| Sharpe Ratio: | 0,01 | 0,52 | 0,26 | 1,09 | 1,88 | 1,12 | 3,23 | 6,44 | 6,60 |
| pos. Monate (%): | - | 100,00% | 83,33% | 80,00% | 83,33% | 55,56% | 65,00% | 61,67% | 60,32% |
| Max. Verlust: | -2,27% | -2,27% | -4,50% | -4,65% | -4,65% | -13,26% | -15,30% | -15,30% | -15,30% |
| Beta: | 1,14 | 0,69 | 1,04 | 1,12 | 1,13 | 0,90 | 0,92 | 0,86 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 2,06% | 2,34% | -3,95% | 0,93% | 0,29% | 2,45% | 0,39% | 1,01% | -4,23% | 1,04% | - |
| Feb | 1,28% | -0,76% | -2,91% | 1,53% | -3,61% | 0,74% | -0,69% | 2,44% | -1,57% | 2,16% | - |
| Mär | 3,03% | -1,00% | -1,99% | 2,94% | -6,10% | 1,13% | -1,71% | 0,87% | 0,92% | 1,76% | - |
| Apr | -0,61% | 0,83% | 1,04% | 3,17% | 5,21% | 0,77% | 2,56% | 0,09% | 0,85% | 0,86% | - |
| Mai | -0,75% | -0,13% | 1,00% | -0,60% | 1,06% | -2,79% | 0,21% | 0,73% | 0,09% | 0,10% | - |
| Jun | 0,84% | -0,27% | -3,50% | 1,67% | 0,16% | 1,25% | -0,83% | -0,07% | -0,44% | -2,26% | - |
| Jul | 1,63% | 2,89% | 2,07% | 0,41% | 1,04% | 0,92% | 0,30% | -0,01% | 2,39% | 1,50% | -0,50% |
| Aug | 1,79% | -1,15% | -1,44% | 2,03% | 1,10% | -1,92% | 0,30% | -0,93% | -0,07% | 0,78% | 1,08% |
| Sep | 0,66% | -1,53% | -2,01% | -1,69% | -0,67% | 2,41% | -0,51% | 1,82% | -0,59% | -1,78% | -0,55% |
| Okt | 0,69% | -2,47% | 2,02% | 1,31% | -1,62% | 0,10% | -4,04% | 2,56% | -0,18% | -0,19% | 0,39% |
| Nov | 1,17% | 5,86% | 0,27% | -1,62% | 7,15% | 5,00% | 0,17% | 0,85% | -0,52% | 0,81% | 2,49% |
| Dez | - | 3,51% | -2,50% | 2,26% | 0,92% | 1,27% | -3,04% | 0,43% | 2,53% | -0,94% | 1,09% |
| Berechnungsbasis: 20.11.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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