| zurück zur Übersicht |
|
||
|---|---|---|---|
| Raiffeisen-MegaTrends-ESG-Aktien - R EUR ACC | ISIN: AT0000820147 | 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: | -2,83% | 3,04% | 16,54% | 4,88% | 10,79% | -2,91% | 6,35% | 8,90% | 102,47% / 2,91% |
| Volatilität: | 11,54% | 11,16% | 11,30% | 10,99% | 11,91% | 16,98% | 18,67% | 16,57% | 18,52% |
| Sharpe Ratio: | - | 0,19 | 1,28 | 0,33 | 0,58 | - | 2,01 | 8,01 | 5,24 |
| pos. Monate (%): | - | 66,67% | 83,33% | 66,67% | 66,67% | 55,56% | 60,00% | 62,50% | 57,53% |
| Max. Verlust: | -5,12% | -5,12% | -5,12% | -5,12% | -15,02% | -29,81% | -30,81% | -30,81% | -68,96% |
| Beta: | 1,09 | 0,97 | 0,81 | 1,00 | 1,00 | 1,05 | 0,86 | 0,92 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 1,62% | 7,81% | -13,01% | 6,93% | 1,64% | 7,67% | 2,97% | 1,67% | -10,40% | 6,31% | -0,27% |
| Feb | 3,85% | 0,73% | -3,78% | -2,04% | -4,85% | 4,80% | -0,03% | 4,12% | -2,87% | 5,52% | 2,24% |
| Mär | 3,52% | -1,93% | 3,34% | -1,64% | -11,87% | 2,41% | -4,28% | 2,48% | 4,22% | 3,25% | -1,44% |
| Apr | -3,87% | -1,93% | -5,50% | 2,15% | 12,63% | 4,49% | 3,99% | 1,83% | 0,46% | -0,90% | -1,01% |
| Mai | - | 2,93% | -3,05% | -4,12% | 3,42% | -5,37% | 6,29% | 0,66% | 2,24% | 2,31% | 3,70% |
| Jun | - | 2,28% | -7,19% | 6,40% | 4,74% | 3,30% | -0,80% | -1,75% | -2,45% | -4,61% | 2,44% |
| Jul | - | 2,87% | 11,98% | -1,53% | 3,04% | 2,90% | 0,78% | 0,12% | 5,56% | 1,33% | 1,13% |
| Aug | - | -4,80% | -2,74% | 1,60% | 6,21% | -1,54% | 2,93% | -0,68% | 0,65% | -8,50% | 3,62% |
| Sep | - | -4,30% | -7,86% | -4,19% | -0,48% | 2,00% | -1,57% | 3,40% | 1,32% | -4,72% | -0,13% |
| Okt | - | -7,28% | 4,43% | 5,60% | 1,49% | 0,84% | -10,35% | 5,03% | 0,70% | 8,64% | -0,56% |
| Nov | - | 7,05% | 2,12% | 1,39% | 6,67% | 4,24% | 3,71% | -0,72% | -0,40% | 5,30% | 4,12% |
| Dez | - | 6,27% | -6,38% | -0,09% | 4,66% | 1,41% | -8,31% | -0,10% | 2,11% | -2,95% | 1,72% |
| Berechnungsbasis: 25.04.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
|||||||||||