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| Kathrein Sustainable Euro Bond - R EUR ACC | ISIN: AT0000779772 | 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: | 0,80% | 1,22% | 3,22% | -0,72% | 4,85% | -2,23% | -0,80% | 0,74% | 116,94% / 3,16% |
| Volatilität: | 2,65% | 2,82% | 3,73% | 3,39% | 3,07% | 3,07% | 3,43% | 3,49% | 3,85% |
| Sharpe Ratio: | 0,18 | 0,09 | 0,32 | - | 0,33 | - | - | 1,56 | 28,95 |
| pos. Monate (%): | - | 66,67% | 50,00% | 50,00% | 58,33% | 41,67% | 46,67% | 54,17% | 58,94% |
| Max. Verlust: | -0,37% | -0,62% | -2,61% | -2,31% | -2,61% | -13,22% | -14,25% | -14,25% | -14,25% |
| Beta: | 0,33 | 0,19 | 0,47 | 0,32 | 0,32 | 0,23 | 0,30 | 0,42 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -1,82% | 0,20% | -0,44% | -0,43% | 0,92% | 0,86% | -0,26% | -2,17% | 1,27% | 2,50% | 1,86% |
| Feb | -0,65% | -0,33% | -1,47% | -1,38% | 0,20% | -0,29% | -0,24% | 0,60% | 0,43% | 1,19% | 1,43% |
| Mär | 0,70% | -0,05% | 0,01% | -0,17% | -1,87% | 1,57% | 0,95% | -0,58% | 0,31% | 0,81% | 0,78% |
| Apr | -0,02% | -0,41% | -1,38% | -0,74% | -0,10% | 0,03% | -0,10% | 0,44% | -0,77% | -1,42% | 0,84% |
| Mai | 0,43% | -0,12% | -1,09% | -0,15% | 0,69% | 0,72% | -2,75% | 0,48% | 0,61% | -2,30% | 1,33% |
| Jun | - | 0,83% | -0,98% | -0,04% | 0,57% | 2,27% | 0,46% | -0,44% | 1,47% | -2,62% | 1,09% |
| Jul | - | 0,05% | 1,45% | 1,19% | 0,99% | 1,13% | -0,26% | -0,08% | 0,41% | 1,73% | 0,98% |
| Aug | - | 0,02% | -4,04% | -0,10% | -0,59% | 1,90% | -0,84% | 0,19% | -0,06% | -0,74% | 2,23% |
| Sep | - | -0,98% | -1,89% | -0,84% | 1,32% | -0,66% | 0,36% | -0,61% | 0,23% | 1,61% | -0,09% |
| Okt | - | 0,27% | 0,52% | -0,09% | 0,90% | -0,97% | -0,77% | 1,03% | -1,68% | 1,01% | -0,38% |
| Nov | - | 1,63% | 0,08% | -0,62% | -0,12% | -0,70% | 0,59% | -0,50% | -2,18% | -1,01% | 0,57% |
| Dez | - | 3,55% | -1,64% | -0,70% | -0,03% | -0,12% | 1,13% | -0,63% | 0,67% | -1,09% | 1,37% |
| Berechnungsbasis: 17.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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