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| C-QUADRAT ARTS Total Return Dynamic - EUR ACC | ISIN: AT0000634738 | KAG: Ampega Investment | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -2,33% | 4,20% | 12,77% | 8,53% | 8,77% | 1,93% | 4,91% | 3,33% | 156,04% / 4,70% |
| Volatilität: | 8,99% | 8,17% | 6,66% | 7,66% | 6,59% | 6,45% | 7,95% | 7,48% | 7,55% |
| Sharpe Ratio: | - | 0,40 | 1,61 | 0,94 | 0,75 | 1,14 | 3,60 | 4,90 | 20,07 |
| pos. Monate (%): | - | 66,67% | 83,33% | 75,00% | 50,00% | 50,00% | 56,67% | 59,17% | 56,22% |
| Max. Verlust: | -3,03% | -3,56% | -3,56% | -3,56% | -5,74% | -14,14% | -18,88% | -19,67% | -20,01% |
| Beta: | 1,05 | 1,36 | 1,06 | 1,28 | 1,00 | 0,70 | 0,92 | 1,04 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 4,87% | 1,65% | -6,02% | 4,49% | 1,25% | 0,78% | 4,12% | 1,55% | -2,81% | 5,25% | -0,70% |
| Feb | 3,56% | 1,11% | -1,17% | 2,67% | -4,90% | 0,16% | -3,90% | 3,30% | 0,14% | 2,02% | 2,65% |
| Mär | 2,87% | -3,04% | 0,88% | 1,70% | -10,79% | 2,10% | -1,99% | 0,51% | 0,77% | 2,19% | -1,07% |
| Apr | -2,17% | 1,30% | 2,65% | 1,45% | 1,14% | 1,16% | 0,27% | 2,19% | -0,44% | -1,11% | -0,95% |
| Mai | -0,66% | -0,47% | -4,00% | 0,65% | 1,16% | -2,81% | 0,53% | 2,09% | -0,30% | 0,39% | 2,00% |
| Jun | - | 0,50% | -1,25% | 1,39% | 3,34% | 1,78% | -1,98% | -1,81% | -0,96% | -3,45% | 0,98% |
| Jul | - | 1,70% | -0,08% | 0,52% | 2,21% | 2,73% | -0,53% | 0,62% | 1,84% | 1,87% | 1,64% |
| Aug | - | -1,76% | -1,33% | 1,97% | 4,79% | -0,95% | 0,73% | -0,98% | -0,48% | -7,25% | 1,60% |
| Sep | - | -1,87% | -1,01% | -2,66% | -0,63% | 1,88% | -0,43% | 1,25% | 0,49% | -1,17% | -0,16% |
| Okt | - | -2,39% | -0,24% | 2,56% | -1,09% | -1,07% | -5,40% | 2,74% | -0,67% | 1,33% | -2,25% |
| Nov | - | 2,28% | 0,34% | 1,02% | 8,19% | 2,08% | 1,39% | 0,42% | -1,32% | 0,94% | 2,43% |
| Dez | - | 2,33% | -2,20% | 2,27% | 3,17% | 0,15% | -2,39% | 1,33% | 1,13% | -2,56% | 0,60% |
| Berechnungsbasis: 03.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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