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| KEPLER Europa Aktienfonds - EUR ACC | ISIN: AT0000722681 | KAG: KEPLER-FONDS KAG | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -0,29% | 7,81% | 15,78% | 7,37% | 12,71% | 6,01% | 4,17% | 3,96% | 26,15% / 1,00% |
| Volatilität: | 12,61% | 9,35% | 8,85% | 9,35% | 9,79% | 12,24% | 15,15% | 15,05% | 19,02% |
| Sharpe Ratio: | - | 0,70 | 1,39 | 0,62 | 0,96 | 1,67 | 1,61 | 2,99 | 1,09 |
| pos. Monate (%): | - | 66,67% | 66,67% | 50,00% | 58,33% | 58,33% | 58,33% | 60,00% | 57,95% |
| Max. Verlust: | -3,05% | -3,05% | -3,55% | -3,55% | -6,77% | -22,87% | -33,19% | -33,19% | -60,96% |
| Beta: | 0,17 | 0,06 | -0,01 | -0,03 | 0,27 | 0,22 | 0,24 | 0,32 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -0,46% | 4,06% | -5,65% | 0,52% | -0,64% | 7,38% | 1,19% | 0,05% | -9,99% | 6,81% | -0,62% |
| Feb | 1,02% | 2,03% | -5,18% | 0,82% | -6,28% | 2,48% | -1,52% | 3,35% | -2,48% | 6,67% | 4,12% |
| Mär | 5,72% | 0,50% | 1,77% | 7,43% | -17,98% | -0,07% | -2,44% | 1,94% | 2,67% | 2,10% | -0,96% |
| Apr | 1,18% | 3,25% | 0,04% | 1,27% | 8,46% | 2,74% | 3,17% | 2,85% | 2,42% | 2,02% | 1,17% |
| Mai | -1,43% | -0,88% | -3,21% | 3,54% | 2,25% | -4,46% | 0,96% | 2,51% | 1,16% | 1,47% | 3,15% |
| Jun | - | 1,23% | -3,74% | 3,27% | 0,47% | 1,36% | -1,57% | -3,13% | -10,00% | -2,98% | -0,52% |
| Jul | - | 3,58% | 4,72% | 2,59% | -0,55% | -0,85% | 2,82% | 0,09% | 3,94% | 2,25% | -1,82% |
| Aug | - | -2,10% | -4,39% | 3,35% | 1,40% | -1,99% | -0,31% | -0,97% | 1,87% | -6,91% | 1,49% |
| Sep | - | 0,57% | -7,35% | -4,51% | -1,15% | 3,69% | -0,38% | 1,45% | -0,64% | -6,09% | -1,40% |
| Okt | - | -4,64% | 5,88% | 3,85% | -4,89% | 1,70% | -6,54% | 2,18% | 0,16% | 7,77% | -3,11% |
| Nov | - | 5,26% | 5,26% | -0,60% | 10,99% | 2,09% | 2,03% | -1,97% | -0,15% | 3,37% | 3,96% |
| Dez | - | 2,74% | -1,98% | 4,25% | 2,03% | 2,21% | -7,30% | 0,90% | 4,93% | -3,64% | 0,19% |
| Berechnungsbasis: 02.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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