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| Klassik Invest ESG Aktien - R EUR ACC | ISIN: AT0000820097 | 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: | -4,38% | 1,12% | 15,82% | 4,12% | 8,43% | 2,85% | 2,82% | 5,18% | 48,88% / 1,60% |
| Volatilität: | 11,06% | 9,23% | 8,93% | 9,17% | 9,82% | 13,75% | 19,02% | 16,55% | 17,78% |
| Sharpe Ratio: | - | 0,02 | 1,55 | 0,31 | 0,47 | 0,75 | 0,86 | 3,84 | 2,44 |
| pos. Monate (%): | - | 66,67% | 83,33% | 75,00% | 66,67% | 52,78% | 58,33% | 62,50% | 58,55% |
| Max. Verlust: | -5,17% | -5,17% | -5,17% | -5,17% | -11,64% | -24,01% | -35,57% | -35,57% | -60,56% |
| Beta: | 0,81 | 0,77 | 0,82 | 0,77 | 0,84 | 0,85 | 0,83 | 0,88 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 3,04% | 3,83% | -9,51% | 3,79% | -0,07% | 7,92% | 0,94% | 0,32% | -8,62% | 3,48% | -1,55% |
| Feb | 3,48% | -0,65% | -3,61% | 0,52% | -8,97% | 1,98% | -2,34% | 3,76% | -2,17% | 6,41% | 1,41% |
| Mär | 2,43% | -0,07% | 2,92% | 6,04% | -16,77% | 1,16% | -4,17% | 0,48% | 4,02% | 2,23% | -0,35% |
| Apr | -3,10% | -0,58% | -0,41% | 1,84% | 13,60% | 3,62% | 4,43% | -0,73% | 3,67% | 1,11% | 1,13% |
| Mai | -0,66% | 2,24% | -4,44% | -0,38% | -0,50% | -6,23% | 2,14% | -1,07% | 0,96% | 1,58% | 2,70% |
| Jun | - | 0,50% | -5,89% | 5,70% | -0,65% | 1,91% | -1,84% | -1,60% | -5,12% | -5,34% | -0,36% |
| Jul | - | 2,21% | 9,09% | 2,11% | -1,21% | 2,74% | 2,48% | -0,13% | 3,37% | 1,66% | 2,44% |
| Aug | - | -2,87% | -3,71% | 3,95% | 4,94% | -3,42% | 0,29% | -1,61% | 1,06% | -8,62% | 3,19% |
| Sep | - | -3,72% | -6,86% | -2,49% | -2,00% | 3,50% | -0,26% | 3,08% | -0,96% | -7,63% | 1,60% |
| Okt | - | -5,60% | 6,63% | 5,67% | -3,15% | 0,39% | -4,42% | 2,79% | 2,94% | 10,57% | -2,10% |
| Nov | - | 7,55% | 2,23% | 1,23% | 7,34% | 3,24% | 1,51% | -0,32% | 4,84% | 1,60% | 4,79% |
| Dez | - | 4,37% | -5,37% | 3,85% | 0,95% | 1,03% | -8,93% | 1,80% | 4,49% | -4,57% | 1,55% |
| Berechnungsbasis: 30.04.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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