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| I-AM AllStars Multi Asset - EUR ACC | ISIN: AT0000618731 | KAG: LLB Invest KAG | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -2,48% | 2,14% | 11,31% | 5,02% | 10,39% | 0,21% | 1,12% | 2,25% | 42,72% / 1,82% |
| Volatilität: | 5,88% | 5,47% | 5,11% | 5,43% | 5,81% | 7,34% | 7,85% | 6,76% | 6,56% |
| Sharpe Ratio: | - | 0,21 | 1,82 | 0,68 | 1,13 | 0,28 | 0,92 | 3,37 | 5,86 |
| pos. Monate (%): | - | 66,67% | 83,33% | 75,00% | 66,67% | 52,78% | 60,00% | 62,50% | 60,67% |
| Max. Verlust: | -2,77% | -2,77% | -2,77% | -2,77% | -5,73% | -20,81% | -22,47% | -22,47% | -37,12% |
| Beta: | 0,71 | 0,59 | 0,72 | 0,71 | 0,77 | 1,02 | 1,08 | 0,95 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 3,37% | 3,49% | -7,91% | 1,95% | 1,41% | 2,95% | 0,85% | 1,82% | -3,88% | 5,20% | -0,09% |
| Feb | 2,28% | 0,16% | -3,74% | 1,53% | -3,59% | 0,72% | -1,85% | 2,44% | -0,92% | 0,94% | 1,60% |
| Mär | 1,78% | -1,31% | 1,77% | 0,69% | -13,21% | 2,22% | -0,87% | -0,40% | 1,52% | 1,94% | -1,23% |
| Apr | -1,39% | 0,00% | -2,44% | 2,04% | 4,36% | 0,54% | 1,03% | 0,56% | -0,25% | -0,38% | -0,71% |
| Mai | -0,81% | 2,50% | -2,50% | -0,67% | 1,09% | -2,86% | 0,87% | 0,32% | 0,50% | -0,08% | 2,68% |
| Jun | - | 0,08% | -4,08% | 3,35% | -0,91% | 1,03% | -1,02% | -0,55% | -2,15% | -2,45% | 0,61% |
| Jul | - | 1,63% | 3,84% | 0,36% | 1,74% | 2,75% | 1,11% | 0,08% | 2,35% | 1,43% | 1,38% |
| Aug | - | -1,12% | -1,04% | 2,01% | 1,96% | -1,07% | -1,18% | -0,48% | -0,25% | -4,61% | 1,11% |
| Sep | - | -1,69% | -4,46% | -3,23% | -1,85% | 1,63% | -0,16% | 0,24% | -0,08% | -1,96% | 0,08% |
| Okt | - | -2,79% | 0,76% | 3,40% | -1,55% | -0,30% | -3,09% | 1,43% | -1,07% | 5,09% | -0,08% |
| Nov | - | 4,81% | 1,77% | 0,35% | 4,98% | 1,83% | 0,08% | 0,23% | -0,42% | 0,95% | 2,03% |
| Dez | - | 2,33% | -3,13% | 0,77% | 1,74% | 1,05% | -0,25% | 0,86% | 1,25% | -2,83% | 0,25% |
| Berechnungsbasis: 03.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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