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| Carmignac Investissement - A EUR ACC | ISIN: FR0010148981 | KAG: Carmignac Gestion | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -2,68% | 5,56% | 21,74% | 13,69% | 29,89% | 2,06% | 10,13% | 7,44% | - / - |
| Volatilität: | 14,29% | 13,03% | 11,77% | 13,16% | 12,33% | 15,78% | 18,01% | 15,69% | 16,85% |
| Sharpe Ratio: | - | 0,35 | 1,68 | 0,94 | 2,11 | 0,49 | 3,53 | 6,56 | 147,88 |
| pos. Monate (%): | - | 66,67% | 83,33% | 75,00% | 83,33% | 52,78% | 58,33% | 57,50% | 59,21% |
| Max. Verlust: | -4,83% | -4,83% | -4,83% | -4,83% | -7,11% | -29,33% | -29,33% | -29,33% | -45,78% |
| Beta: | 1,37 | 1,59 | 1,43 | 1,63 | 1,15 | 1,17 | 1,14 | 1,10 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 3,82% | 5,47% | -7,60% | -2,02% | 2,03% | 8,53% | 4,91% | 2,65% | -4,88% | 7,59% | -4,09% |
| Feb | 6,59% | -2,30% | -4,09% | 1,65% | -4,37% | 2,33% | -2,03% | -0,51% | -1,63% | 4,18% | 0,87% |
| Mär | 4,26% | 2,50% | 2,65% | -1,98% | -10,18% | 2,47% | -1,20% | -0,84% | -0,91% | 3,99% | -0,25% |
| Apr | -2,98% | -0,70% | -4,42% | 2,09% | 16,18% | 2,55% | 1,86% | 1,17% | 0,60% | -1,95% | -1,98% |
| Mai | 0,13% | 2,84% | -3,66% | -2,12% | 5,55% | -4,26% | 0,91% | 0,66% | 2,73% | 1,25% | 3,09% |
| Jun | - | 1,87% | -3,18% | 4,34% | 3,71% | 3,50% | -0,89% | -1,69% | 0,15% | -3,98% | 1,77% |
| Jul | - | 2,78% | 6,62% | -3,07% | 0,40% | 0,53% | -0,16% | 2,26% | 3,23% | -0,31% | -0,82% |
| Aug | - | -1,31% | -1,59% | 1,56% | 6,43% | -2,03% | -2,06% | -2,00% | -1,86% | -11,38% | 4,58% |
| Sep | - | -2,99% | -7,22% | -2,72% | -1,82% | 0,24% | -0,11% | -0,07% | 0,32% | -2,18% | -0,03% |
| Okt | - | -1,69% | 5,02% | 3,86% | -0,74% | 1,06% | -7,80% | 0,35% | -1,23% | 4,69% | 3,62% |
| Nov | - | 5,46% | 3,86% | -3,77% | 11,04% | 4,19% | 0,51% | -2,75% | 1,13% | 3,24% | 2,24% |
| Dez | - | 3,02% | -5,10% | -1,37% | 3,74% | 1,80% | -7,91% | 2,50% | 2,22% | -3,12% | 1,90% |
| Berechnungsbasis: 02.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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