| zurück zur Übersicht |
|
||
|---|---|---|---|
| IAMF - FLEXIBLE INVEST - P EUR DIS | ISIN: LU0224193077 | KAG: MK LUXINVEST S.A. | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -1,71% | 3,61% | 14,83% | 4,60% | 8,76% | -0,51% | 0,86% | 1,25% | 9,20% / 0,47% |
| Volatilität: | 6,91% | 5,92% | 5,88% | 5,89% | 6,33% | 8,36% | 8,05% | 6,81% | 6,46% |
| Sharpe Ratio: | - | 0,45 | 2,18 | 0,57 | 0,78 | - | 0,73 | 1,63 | 0,79 |
| pos. Monate (%): | - | 66,67% | 83,33% | 66,67% | 58,33% | 52,78% | 60,00% | 60,00% | 58,77% |
| Max. Verlust: | -3,24% | -3,24% | -3,24% | -3,24% | -8,49% | -19,92% | -20,13% | -20,13% | -25,61% |
| Beta: | 1,58 | 1,59 | 1,38 | 1,56 | 1,36 | 1,41 | 1,22 | 1,12 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 1,15% | 3,38% | -7,23% | 0,75% | 0,28% | 2,86% | 0,74% | 0,58% | -3,64% | 2,57% | -1,84% |
| Feb | 3,32% | -0,99% | -2,91% | -0,28% | -4,38% | 1,19% | -1,65% | 1,64% | -1,28% | 2,31% | 1,87% |
| Mär | 1,93% | 0,20% | 1,77% | 1,78% | -10,32% | 0,98% | -1,31% | 0,47% | 1,19% | 0,94% | -0,51% |
| Apr | -1,98% | -0,20% | -2,39% | 1,56% | 6,85% | 0,97% | 1,62% | 0,66% | 0,30% | -0,37% | -1,12% |
| Mai | - | 1,10% | -2,74% | 0,18% | 1,73% | -2,10% | 0,65% | 0,65% | 1,47% | 1,13% | 1,55% |
| Jun | - | 0,69% | -4,87% | 2,07% | 0,80% | 1,46% | -1,49% | -1,02% | -1,16% | -1,95% | 0,00% |
| Jul | - | 1,47% | 6,65% | 0,97% | 0,89% | 0,29% | 1,04% | -0,28% | 1,75% | 1,51% | -0,10% |
| Aug | - | -1,83% | -1,92% | 1,49% | 1,08% | -0,86% | -0,19% | -0,47% | -0,57% | -3,82% | 1,13% |
| Sep | - | -2,74% | -5,61% | -2,33% | -0,19% | 0,67% | -0,75% | 0,66% | 0,19% | -1,36% | -0,20% |
| Okt | - | -4,03% | 2,40% | 2,75% | -0,58% | 0,19% | -4,71% | 1,40% | -0,87% | 3,44% | 0,41% |
| Nov | - | 5,35% | 2,14% | 0,17% | 2,43% | 1,24% | 0,30% | -0,65% | -0,97% | 1,14% | 2,22% |
| Dez | - | 3,37% | -3,93% | 1,99% | 1,43% | 0,94% | -3,45% | 0,37% | 1,57% | -1,88% | 0,20% |
| Berechnungsbasis: 30.04.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
|||||||||||