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| LLB Aktien Immobilien Europa - EUR ACC | ISIN: AT0000746268 | KAG: LLB Invest KAG | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 3,02% | 4,55% | 11,02% | -2,40% | 13,96% | -4,67% | -1,50% | 1,45% | 149,85% / 3,87% |
| Volatilität: | 15,41% | 21,83% | 22,43% | 20,17% | 22,44% | 23,09% | 23,12% | 19,98% | 19,31% |
| Sharpe Ratio: | 0,18 | 0,16 | 0,40 | - | 0,45 | - | - | 0,67 | 7,49 |
| pos. Monate (%): | - | 66,67% | 66,67% | 50,00% | 58,33% | 52,78% | 56,67% | 57,50% | 58,70% |
| Max. Verlust: | -3,28% | -5,29% | -10,58% | -10,39% | -13,39% | -41,29% | -41,29% | -41,29% | -78,98% |
| Beta: | 0,82 | 0,61 | 0,49 | 0,60 | 0,73 | 0,62 | 0,53 | 0,58 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -3,92% | 9,20% | -1,88% | -2,35% | 0,56% | 12,73% | -1,69% | -3,12% | -8,72% | 13,83% | 3,27% |
| Feb | -7,14% | -0,62% | -1,51% | 0,38% | -3,84% | -0,97% | -5,38% | 4,34% | -4,97% | 3,77% | 6,10% |
| Mär | 0,93% | -11,38% | 1,26% | 4,40% | -23,98% | 3,18% | 1,21% | -3,12% | 5,91% | 0,14% | -2,72% |
| Apr | -0,75% | 2,72% | -3,38% | 5,16% | 4,32% | -1,28% | 4,74% | 6,78% | 1,17% | -0,99% | 3,14% |
| Mai | 2,11% | -4,96% | -3,46% | 4,81% | -0,28% | -1,21% | 0,26% | 1,28% | 3,18% | 0,06% | 3,69% |
| Jun | - | -1,00% | -11,55% | 0,05% | -1,56% | -3,57% | -0,39% | -2,61% | -9,29% | -3,92% | 0,44% |
| Jul | - | 9,35% | 9,26% | 6,19% | -0,14% | 1,74% | 2,42% | 0,67% | 4,24% | 7,09% | 0,49% |
| Aug | - | -3,38% | -10,03% | 2,67% | 2,62% | 1,93% | -0,25% | -0,93% | -0,31% | -4,28% | 2,14% |
| Sep | - | -6,06% | -18,93% | -7,99% | -3,90% | 5,71% | -2,65% | -0,41% | -3,31% | -1,43% | -3,56% |
| Okt | - | -3,58% | 10,20% | 6,32% | -4,38% | 2,83% | -2,72% | 1,27% | -7,32% | 7,88% | 1,06% |
| Nov | - | 15,59% | 5,43% | -0,54% | 16,99% | 2,41% | -1,17% | 0,68% | -0,32% | -2,10% | 5,53% |
| Dez | - | 10,28% | -0,29% | 1,25% | 4,03% | 3,61% | -6,62% | 3,99% | 4,32% | -2,82% | 0,56% |
| Berechnungsbasis: 03.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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