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| DJE - Zins & Dividende - XT EUR ACC | ISIN: LU1794438561 | KAG: DJE Investment | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -0,35% | 2,67% | 4,98% | 2,06% | 7,92% | 8,24% | 5,11% | - | 49,78% / 5,39% |
| Volatilität: | 6,67% | 6,08% | 6,03% | 6,37% | 7,89% | 6,33% | 6,41% | - | 6,61% |
| Sharpe Ratio: | - | 0,36 | 0,65 | 0,26 | 0,73 | 3,05 | 4,66 | 7,64 | |
| pos. Monate (%): | - | 66,67% | 66,67% | 50,00% | 66,67% | 75,00% | 66,67% | - | 65,59% |
| Max. Verlust: | -2,77% | -2,77% | -2,77% | -2,77% | -7,07% | -9,76% | -9,76% | - | -12,63% |
| Beta: | 1,23 | 1,12 | 1,20 | 1,16 | 1,20 | 1,08 | 0,99 | - | - |
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 2,15% | 2,26% | 2,23% | 2,51% | -2,53% | 0,50% | 0,15% | 2,79% | - | - | - |
| Feb | 2,15% | 0,17% | 1,55% | 0,02% | -2,92% | 0,24% | -2,19% | 1,49% | - | - | - |
| Mär | -2,19% | -3,21% | 1,91% | -0,69% | 1,75% | 2,33% | -3,33% | 1,07% | - | - | - |
| Apr | - | -2,69% | -1,31% | 0,38% | 0,01% | 0,68% | 5,40% | 1,52% | - | - | - |
| Mai | - | 1,99% | 0,60% | 1,86% | -1,17% | -0,10% | -0,09% | -2,34% | - | - | - |
| Jun | - | -0,12% | 2,72% | -0,12% | -3,51% | 1,97% | 0,68% | 1,72% | - | - | - |
| Jul | - | 1,50% | -0,35% | 0,42% | 4,31% | 0,44% | 0,36% | 0,36% | - | - | - |
| Aug | - | 0,44% | 0,83% | -0,34% | -0,68% | 2,00% | 2,03% | -0,88% | -0,26% | - | - |
| Sep | - | 1,74% | 1,04% | -0,08% | -2,85% | -1,50% | -1,63% | 0,35% | 0,36% | - | - |
| Okt | - | 1,88% | -0,48% | -1,40% | 1,22% | 1,31% | -0,66% | -0,35% | -2,44% | - | - |
| Nov | - | -0,08% | 2,18% | 2,64% | 0,82% | 0,76% | 4,25% | 2,36% | -0,36% | - | - |
| Dez | - | 0,74% | 0,11% | 1,35% | -2,86% | 1,79% | 1,05% | 0,92% | -3,05% | - | - |
| Berechnungsbasis: 12.03.2026 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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