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| DJE - Gold & Ressourcen - PA EUR DIS | ISIN: LU0159550077 | KAG: DJE Investment | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 7,84% | 14,38% | 14,07% | 9,06% | 4,30% | 3,03% | 8,59% | 4,20% | 89,61% / 3,05% |
| Volatilität: | 17,62% | 17,03% | 16,93% | 17,06% | 16,57% | 19,37% | 24,18% | 23,65% | 23,70% |
| Sharpe Ratio: | 0,43 | 0,79 | 0,71 | 0,46 | 0,03 | 0,56 | 2,17 | 2,07 | 3,59 |
| pos. Monate (%): | - | 66,67% | 66,67% | 66,67% | 50,00% | 50,00% | 46,67% | 45,00% | 48,45% |
| Max. Verlust: | -3,59% | -6,34% | -10,98% | -9,78% | -15,86% | -26,91% | -32,56% | -39,25% | -65,49% |
| Beta: | 0,61 | 0,58 | 0,60 | 0,62 | 0,61 | 0,60 | 0,69 | 0,67 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -4,72% | 4,70% | -0,98% | -1,04% | -1,39% | 7,79% | 0,87% | 4,81% | -3,60% | 15,16% | 1,89% |
| Feb | -5,03% | -8,57% | 6,47% | -0,12% | -6,95% | 1,37% | -6,77% | -2,99% | 18,74% | 2,16% | 5,19% |
| Mär | 10,50% | 4,41% | 8,58% | 2,15% | -14,82% | -0,06% | -2,09% | -2,39% | -1,04% | -5,51% | -4,75% |
| Apr | 7,84% | 1,18% | -2,10% | 2,62% | 33,69% | -5,36% | 3,91% | -2,32% | 15,56% | 6,62% | 2,82% |
| Mai | -2,96% | -5,81% | -3,02% | 5,27% | 0,46% | -3,32% | 1,56% | 1,16% | -4,88% | -4,00% | -2,07% |
| Jun | - | -2,22% | -10,47% | -7,74% | 1,98% | 13,71% | -2,74% | -3,57% | 13,42% | -8,55% | 7,94% |
| Jul | - | 1,98% | 2,48% | 2,29% | 9,54% | 3,78% | -2,68% | 4,55% | 6,06% | -13,66% | 2,09% |
| Aug | - | -4,20% | 0,35% | -3,32% | 1,12% | 5,15% | -8,93% | 4,10% | -9,72% | -1,88% | 2,15% |
| Sep | - | -1,31% | -0,72% | -6,49% | -4,93% | -3,07% | 0,13% | -4,08% | 3,19% | -4,81% | -9,75% |
| Okt | - | -0,44% | 3,64% | 6,43% | -3,87% | 0,79% | -2,54% | 1,70% | -5,25% | 8,27% | -9,48% |
| Nov | - | 4,63% | 6,43% | -2,09% | -0,34% | -0,66% | -3,79% | -1,18% | -2,96% | -4,98% | 5,90% |
| Dez | - | 0,29% | -3,28% | 1,97% | 2,99% | 5,06% | 3,64% | 5,01% | 4,77% | -3,77% | 0,20% |
| Berechnungsbasis: 30.04.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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