| zurück zur Übersicht |
|
||
|---|---|---|---|
| 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: | 2,46% | 2,32% | 9,76% | 6,50% | 26,46% | 12,65% | 5,61% | 5,69% | 79,29% / 5,06% |
| Volatilität: | 14,34% | 13,61% | 13,15% | 13,73% | 11,65% | 9,37% | 8,71% | 8,12% | 7,83% |
| Sharpe Ratio: | 0,16 | 0,13 | 0,66 | 0,43 | 2,12 | 3,72 | 3,78 | 8,92 | 7,98 |
| pos. Monate (%): | - | 66,67% | 66,67% | 66,67% | 75,00% | 72,22% | 61,67% | 66,67% | 64,34% |
| Max. Verlust: | -3,56% | -6,36% | -6,36% | -6,36% | -6,36% | -10,66% | -14,03% | -15,30% | -15,30% |
| Beta: | 0,96 | 1,25 | 1,47 | 1,34 | 1,18 | 1,14 | 1,00 | 0,96 | - |
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 5,31% | 3,25% | 2,06% | 2,34% | -3,95% | 0,93% | 0,29% | 2,45% | 0,39% | 1,01% | -4,23% |
| Feb | 1,75% | -0,66% | 1,28% | -0,76% | -2,91% | 1,53% | -3,61% | 0,74% | -0,69% | 2,44% | -1,57% |
| Mär | -6,25% | -2,94% | 3,03% | -1,00% | -1,99% | 2,94% | -6,10% | 1,13% | -1,71% | 0,87% | 0,92% |
| Apr | 5,36% | -3,41% | -0,61% | 0,83% | 1,04% | 3,17% | 5,21% | 0,77% | 2,56% | 0,09% | 0,85% |
| Mai | - | 2,41% | -0,75% | -0,13% | 1,00% | -0,60% | 1,06% | -2,79% | 0,21% | 0,73% | 0,09% |
| Jun | - | 2,08% | 0,84% | -0,27% | -3,50% | 1,67% | 0,16% | 1,25% | -0,83% | -0,07% | -0,44% |
| Jul | - | 3,36% | 1,63% | 2,89% | 2,07% | 0,41% | 1,04% | 0,92% | 0,30% | -0,01% | 2,39% |
| Aug | - | -0,40% | 1,79% | -1,15% | -1,44% | 2,03% | 1,10% | -1,92% | 0,30% | -0,93% | -0,07% |
| Sep | - | 4,71% | 0,66% | -1,53% | -2,01% | -1,69% | -0,67% | 2,41% | -0,51% | 1,82% | -0,59% |
| Okt | - | 2,82% | 0,69% | -2,47% | 2,02% | 1,31% | -1,62% | 0,10% | -4,04% | 2,56% | -0,18% |
| Nov | - | -0,62% | 2,39% | 5,86% | 0,27% | -1,62% | 7,15% | 5,00% | 0,17% | 0,85% | -0,52% |
| Dez | - | 1,13% | -0,44% | 3,51% | -2,50% | 2,26% | 0,92% | 1,27% | -3,04% | 0,43% | 2,53% |
| Berechnungsbasis: 17.04.2026 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
|||||||||||