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| FarSighted Global PortFolio - EUR ACC | ISIN: AT0000734280 | KAG: Security Kapitalanlage AG | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -0,99% | 3,59% | 14,75% | 5,02% | 14,45% | 1,27% | 4,77% | 6,43% | 34,24% / 1,26% |
| Volatilität: | 6,39% | 5,33% | 5,29% | 5,31% | 5,83% | 7,53% | 8,76% | 9,12% | 12,16% |
| Sharpe Ratio: | - | 0,49 | 2,40 | 0,71 | 1,82 | 0,71 | 3,17 | 9,26 | 2,39 |
| pos. Monate (%): | - | 66,67% | 83,33% | 66,67% | 66,67% | 50,00% | 60,00% | 63,33% | 58,54% |
| Max. Verlust: | -2,95% | -2,95% | -2,95% | -2,95% | -6,67% | -19,39% | -25,54% | -25,54% | -64,28% |
| Beta: | 0,69 | 0,69 | 0,66 | 0,74 | 0,69 | 0,75 | 0,83 | 0,93 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 1,70% | 4,49% | -6,00% | 3,21% | 0,54% | 6,44% | 1,27% | 0,31% | -8,15% | 6,29% | -0,98% |
| Feb | 2,31% | -0,26% | -3,45% | 1,56% | -2,78% | 3,84% | -1,46% | 3,08% | 0,12% | 4,78% | 3,10% |
| Mär | 1,94% | -1,21% | 1,45% | 2,45% | -15,75% | 1,00% | -2,48% | 0,30% | 2,08% | 3,26% | -1,23% |
| Apr | -0,99% | -0,70% | -3,34% | 0,95% | 8,67% | 3,26% | 1,62% | 0,20% | 1,47% | 0,31% | -1,38% |
| Mai | - | 2,90% | -2,06% | -0,24% | 2,99% | -3,92% | 2,20% | 0,30% | 1,45% | 0,93% | 4,34% |
| Jun | - | 1,11% | -5,27% | 2,44% | 1,16% | 1,99% | -1,67% | -0,79% | -2,09% | -2,28% | 1,61% |
| Jul | - | 2,03% | 5,92% | 0,08% | 1,62% | 2,72% | 2,30% | -0,40% | 3,67% | 3,66% | 1,45% |
| Aug | - | -1,24% | -1,24% | 1,38% | 2,91% | -2,75% | -0,39% | -1,21% | 0,32% | -7,47% | 2,22% |
| Sep | - | -1,92% | -5,55% | -1,82% | -0,37% | 3,41% | -0,59% | 1,92% | -0,43% | -5,15% | 1,02% |
| Okt | - | -3,49% | 0,00% | 2,47% | -0,09% | 0,75% | -5,65% | 2,09% | 0,65% | 10,24% | -1,01% |
| Nov | - | 4,85% | 3,11% | 0,53% | 7,99% | 2,52% | 2,00% | -0,49% | 1,60% | 3,10% | 4,21% |
| Dez | - | 3,95% | -3,97% | 1,58% | 0,68% | 1,28% | -7,21% | 0,49% | 2,74% | -3,52% | 1,22% |
| Berechnungsbasis: 30.04.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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