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| Raiffeisen-Energie-Aktien - R EUR ACC | ISIN: AT0000688676 | KAG: Raiffeisen Kapitalanlage-Gesellschaft mbH | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 0,52% | 4,41% | 2,08% | 0,09% | 8,32% | 11,24% | 2,88% | -1,05% | 47,25% / 1,76% |
| Volatilität: | 11,79% | 11,10% | 12,37% | 11,12% | 13,66% | 18,05% | 23,72% | 21,64% | 22,56% |
| Sharpe Ratio: | 0,02 | 0,31 | 0,01 | - | 0,33 | 2,17 | 0,71 | - | 1,88 |
| pos. Monate (%): | - | 66,67% | 50,00% | 50,00% | 50,00% | 58,33% | 56,67% | 53,33% | 56,13% |
| Max. Verlust: | -3,29% | -3,29% | -7,84% | -7,41% | -9,36% | -15,78% | -52,94% | -66,06% | -72,12% |
| Beta: | 0,52 | 0,36 | 0,49 | 0,50 | 0,54 | 0,46 | 0,40 | 0,44 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -4,34% | 1,51% | 3,78% | 2,49% | -6,52% | 10,18% | 0,81% | -3,43% | -7,00% | -0,76% | -5,81% |
| Feb | -3,00% | 0,02% | 0,28% | 7,34% | -12,45% | 3,45% | -4,41% | 0,10% | -1,39% | 6,46% | 4,11% |
| Mär | 5,32% | -4,02% | 10,10% | 3,65% | -29,91% | 2,35% | -1,83% | -0,76% | 4,87% | 0,59% | 1,18% |
| Apr | 2,69% | -1,38% | -0,33% | -2,01% | 9,16% | 1,07% | 11,19% | -3,44% | 8,80% | 5,60% | 5,63% |
| Mai | -1,40% | -1,51% | 6,23% | 1,01% | 2,30% | -7,12% | 3,13% | -3,55% | -1,39% | -3,64% | 3,74% |
| Jun | - | 1,58% | -7,59% | 2,95% | -1,39% | 2,72% | -0,07% | -3,49% | 3,23% | -5,14% | 3,66% |
| Jul | - | 5,54% | 4,46% | -4,10% | -1,17% | -0,85% | 1,94% | 0,68% | -2,15% | -3,71% | -1,79% |
| Aug | - | -1,23% | 4,13% | 2,66% | 3,48% | -7,22% | -1,66% | -3,72% | 2,28% | -10,51% | 2,81% |
| Sep | - | 3,08% | -10,93% | 6,30% | -9,31% | 6,65% | 2,88% | 8,25% | 1,45% | -9,49% | -6,27% |
| Okt | - | -5,14% | 8,64% | 5,28% | -2,46% | -0,46% | -9,50% | 1,97% | 3,90% | 11,65% | -12,75% |
| Nov | - | -0,10% | 5,43% | -6,31% | 30,99% | 0,55% | -2,85% | -1,25% | 1,57% | 1,77% | -3,08% |
| Dez | - | 3,31% | -3,84% | 0,87% | 5,96% | 2,23% | -10,47% | 4,32% | 4,79% | -10,57% | -0,85% |
| Berechnungsbasis: 03.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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