Die Performance der Heliad Equity Partners liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des Heliad Equity Partners (DE000A0L1NN5) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
---|---|---|---|---|---|---|
Performance | +16,80 % | +14,14 % | +7,11 % | -1,31 % | -6,61 % | -30,25 % |
Hoch | 5,26 | 4,38 | 4,38 | 4,84 | 5,94 | 14,00 |
Tief | 3,76 | 3,90 | 3,76 | 3,76 | 3,75 | 3,20 |
Volatilität | +0,54 % | +39,00 % | +42,36 % | +37,44 % | +43,39 % | +39,70 % |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2023 | 3,7650 | 4,5200 | +20,05 % |
2022 | 10,800 | 3,7650 | -65,14 % |
2021 | 8,4000 | 10,000 | +19,05 % |
2020 | 4,3400 | 8,4000 | +93,55 % |
2019 | 4,8150 | 4,0500 | -15,89 % |
2018 | 9,5710 | 4,8150 | -49,69 % |
2017 | 5,5630 | 9,4560 | +69,98 % |
2016 | 6,1000 | 5,5540 | -8,95 % |
2015 | 4,3680 | 6,1100 | +39,88 % |
2014 | 2,2820 | 4,2020 | +84,14 % |
2013 | 1,5420 | 2,2820 | +47,99 % |
2012 | 2,4050 | 1,5320 | -36,30 % |
2011 | 4,0100 | 2,3250 | -42,02 % |
2010 | 3,7100 | 4,0300 | +8,63 % |
2009 | 3,0000 | 3,7600 | +25,33 % |
2008 | 3,5000 | 3,3000 | -5,71 % |
2009 | 13.94 | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2010 | 10.51 | 7.18 | |||||||||||||
2011 | -11.02 | -21.36 | -42.31 | ||||||||||||
2012 | -17.46 | -25.86 | -38.34 | -34.11 | |||||||||||
2013 | -7.11 | -11.74 | -17.27 | -0.93 | 48.96 | ||||||||||
2014 | 4.11 | 2.25 | 1.05 | 21.81 | 65.61 | 84.14 | |||||||||
2015 | 9.20 | 8.43 | 8.68 | 27.32 | 58.58 | 63.63 | 45.41 | ||||||||
2016 | 6.72 | 5.73 | 5.49 | 19.02 | 37.99 | 34.51 | 14.97 | -9.10 | |||||||
2017 | 12.41 | 12.22 | 12.96 | 26.34 | 43.91 | 42.68 | 31.04 | 24.40 | 70.26 | ||||||
2018 | 3.85 | 2.79 | 2.25 | 10.96 | 21.03 | 16.11 | 3.46 | -7.63 | -6.89 | -49.08 | |||||
2019 | 1.88 | 0.75 | 0.06 | 7.18 | 14.90 | 10.03 | -0.73 | -9.77 | -9.99 | -34.56 | -15.89 | ||||
2020 | 8.10 | 7.58 | 7.62 | 15.34 | 23.70 | 20.46 | 12.24 | 6.57 | 10.90 | -3.87 | 32.08 | 107.41 | |||
2021 | 8.90 | 8.49 | 8.61 | 15.71 | 23.18 | 20.28 | 13.19 | 8.56 | 12.48 | 1.41 | 27.59 | 57.13 | 19.05 | ||
2022 | 0.95 | 0.01 | -0.57 | 4.48 | 9.41 | 5.72 | -1.36 | -6.68 | -6.27 | -16.82 | -5.96 | -2.40 | -33.05 | -62.35 | |
2023 | 2.12 | 1.32 | 0.89 | 5.70 | 10.34 | 7.07 | 0.81 | -3.70 | -2.90 | -11.58 | -1.26 | 2.78 | -18.66 | -32.77 | 20.05 |
Ø | 3.14 | -0.16 | -3.91 | 9.90 | 32.51 | 30.46 | 13.22 | 0.33 | 9.65 | -19.08 | 7.31 | 41.23 | -10.89 | -47.56 | 20.05 |
2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
> +50% | 2020, 2017, 2014 |
+50% | 2013 |
+40% | 2015 |
+30% | 2023, 2009 |
+20% | 2021 |
+10% | 2010 |
-10% | 2016, 2008 |
-20% | 2019 |
-30% | Kein Jahr mit entsprechender Performance |
-40% | 2012 |
-50% | 2018, 2011 |
< -50% | 2022 |
-50% | +50% | ||
-40% | +40% | ||
-30% | +30% | ||
-20% | +20% | ||
-10% | +10% | ||
-0% | +0% |