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| Ethna-AKTIV - A EUR DIS | ISIN: LU0136412771 | KAG: ETHENEA Independent Investors SA | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -0,63% | 1,79% | 7,18% | 3,08% | 9,14% | 2,53% | 3,04% | 1,87% | 210,74% / 5,23% |
| Volatilität: | 5,85% | 4,42% | 4,40% | 4,34% | 4,83% | 4,57% | 5,35% | 4,55% | 4,44% |
| Sharpe Ratio: | - | 0,18 | 1,17 | 0,41 | 1,10 | 2,02 | 3,31 | 4,01 | 46,33 |
| pos. Monate (%): | - | 66,67% | 83,33% | 75,00% | 83,33% | 61,11% | 61,67% | 60,00% | 62,96% |
| Max. Verlust: | -1,44% | -1,56% | -1,56% | -1,56% | -4,51% | -7,31% | -11,57% | -11,57% | -11,57% |
| Beta: | 0,47 | 0,57 | 0,40 | 0,41 | 0,66 | 0,34 | 0,46 | 0,49 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 1,55% | 0,30% | -3,84% | 1,35% | 1,73% | 1,34% | 1,49% | 0,43% | -4,68% | 0,92% | -0,12% |
| Feb | 1,89% | -0,24% | -1,31% | 0,61% | -1,21% | 0,69% | -0,67% | 2,06% | -0,96% | 1,77% | 1,80% |
| Mär | 1,01% | 0,36% | -0,50% | -1,01% | -8,20% | 2,00% | -2,10% | 0,55% | 0,53% | 0,65% | -0,75% |
| Apr | -0,62% | 0,62% | 1,64% | 0,47% | 3,33% | 0,73% | 0,02% | -0,96% | -2,01% | -0,06% | 0,34% |
| Mai | -0,12% | 1,44% | 0,46% | -0,46% | -0,31% | -1,11% | -0,68% | 0,84% | -0,15% | 0,14% | 1,74% |
| Jun | - | 1,03% | 0,62% | 1,51% | 0,55% | 2,19% | -1,18% | -0,51% | 0,35% | -1,34% | 0,38% |
| Jul | - | 2,05% | -1,02% | 0,81% | 0,58% | 1,31% | 0,23% | 0,24% | 1,38% | 0,24% | 0,41% |
| Aug | - | -0,06% | 0,58% | 0,09% | 1,62% | 1,62% | 0,11% | -0,41% | 0,53% | -1,61% | 1,35% |
| Sep | - | -2,75% | 0,38% | -1,53% | -1,15% | -0,87% | -0,76% | 0,89% | -0,10% | -2,20% | -0,12% |
| Okt | - | -1,46% | -1,66% | 1,62% | 0,08% | -0,57% | -3,03% | 1,95% | -0,68% | 1,60% | 0,48% |
| Nov | - | 4,03% | -0,13% | 1,97% | 2,28% | 1,37% | -0,41% | 0,05% | -2,05% | 0,32% | 1,18% |
| Dez | - | 1,32% | -2,41% | 0,74% | 1,48% | 0,52% | -0,91% | 0,28% | 1,03% | -0,02% | 0,62% |
| Berechnungsbasis: 03.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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