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|---|---|---|---|
| KEPLER Ethik Mix Ausgewogen (T) | ISIN: AT000ETHIKT8 | KAG: KEPLER-FONDS KAG | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -1,85% | -0,25% | 6,96% | 14,87% | 12,38% | 10,89% | 4,44% | - | 38,71% / 4,64% |
| Volatilität: | 4,79% | 6,06% | 7,55% | 7,25% | 6,87% | 7,23% | 6,98% | 7,47% | 7,51% |
| Sharpe Ratio: | |||||||||
| pos. Monate (%): | - | 33,33% | 66,67% | 66,67% | 66,67% | 72,22% | 65,00% | 49,17% | 69,41% |
| Max. Verlust: | -1,88% | -3,00% | -3,00% | -5,43% | -5,43% | -12,36% | -16,82% | -19,84% | -19,84% |
| Beta: | - | - | - | - | - | - | - | - | - |
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 1,24% | 1,43% | 1,39% | 2,10% | -3,99% | 0,63% | 1,01% | - | - | - | - |
| Feb | 1,77% | -0,27% | 1,67% | -0,80% | -1,83% | -0,63% | -2,50% | - | - | - | - |
| Mär | -5,40% | -4,32% | 2,68% | 0,33% | 1,00% | 3,64% | -10,42% | - | - | - | - |
| Apr | 5,84% | -1,91% | -1,31% | 0,64% | -0,88% | 0,11% | 4,96% | - | - | - | - |
| Mai | 3,34% | 3,93% | 1,41% | 0,51% | -2,35% | 0,84% | 1,02% | - | - | - | - |
| Jun | 0,91% | 0,54% | 2,11% | 0,29% | -4,52% | 1,69% | 0,93% | - | - | - | - |
| Jul | -0,59% | 2,96% | 0,03% | 1,04% | 4,52% | 1,81% | 0,64% | - | - | - | - |
| Aug | 1,70% | 0,61% | 1,28% | -0,51% | -2,85% | 0,88% | 0,58% | -0,21% | - | - | - |
| Sep | -1,37% | 1,33% | 1,18% | -0,74% | -6,21% | -2,00% | 0,03% | 1,03% | - | - | - |
| Okt | - | 3,20% | 0,34% | -1,78% | 3,27% | 1,21% | -1,25% | 0,89% | - | - | - |
| Nov | - | -0,16% | 2,54% | 3,25% | 1,88% | 0,85% | 3,80% | 1,60% | - | - | - |
| Dez | - | 0,64% | -0,32% | 4,12% | -3,25% | 1,71% | 0,10% | 0,87% | - | - | - |
| Berechnungsbasis: 17.09.2026 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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