Die Performance der Oxford Square Capital liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des Oxford Square Capital (US69181V1070) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
---|---|---|---|---|---|---|
Performance | +12,94 % | +1,57 % | +4,19 % | +8,75 % | +4,53 % | -48,73 % |
Hoch | 3,29 | 3,29 | 3,29 | 3,29 | 3,29 | 6,76 |
Tief | 2,86 | 3,10 | 3,01 | 2,85 | 2,60 | 2,04 |
Volatilität | +80,71 % | +19,12 % | +17,23 % | +15,99 % | +19,21 % | +24,32 % |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2024 | 2,8600 | - | +12,94 % |
2023 | 3,1100 | 2,8600 | -8,04 % |
2022 | 4,1000 | 3,1200 | -23,90 % |
2021 | 3,0800 | 4,0800 | +32,47 % |
2020 | 5,4900 | 3,0500 | -44,44 % |
2019 | 6,6700 | 5,4400 | -18,44 % |
2018 | 5,7500 | 6,4700 | +12,52 % |
2017 | 6,6500 | 5,7400 | -13,68 % |
2016 | 6,0800 | 6,6100 | +8,72 % |
2015 | 7,5000 | 6,0800 | -18,93 % |
2014 | 10,320 | 7,5300 | -27,03 % |
2013 | 10,300 | 10,340 | +0,39 % |
2012 | 8,8200 | 10,120 | +14,74 % |
2011 | 11,220 | 8,6500 | -22,91 % |
2010 | 6,0600 | 11,210 | +84,98 % |
2009 | 3,8600 | 6,0500 | +56,74 % |
2008 | 9,1900 | 3,8000 | -58,65 % |
2007 | 16,190 | 9,2300 | -42,99 % |
2006 | 15,340 | 16,140 | +5,22 % |
2005 | 15,190 | 15,100 | -0,59 % |
2004 | 15,550 | 15,010 | -3,47 % |
2003 | 15,350 | 15,550 | +1,30 % |
2004 | -3.47 | |||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | -1.46 | 0.60 | ||||||||||||||||||
2006 | 1.25 | 3.70 | 6.89 | |||||||||||||||||
2007 | -12.23 | -14.96 | -21.82 | -42.81 | ||||||||||||||||
2008 | -24.56 | -29.07 | -36.87 | -51.48 | -58.83 | |||||||||||||||
2009 | -14.56 | -16.62 | -20.44 | -27.90 | -19.04 | 59.21 | ||||||||||||||
2010 | -4.57 | -4.75 | -5.78 | -8.71 | 6.69 | 71.76 | 85.29 | |||||||||||||
2011 | -7.07 | -7.57 | -8.87 | -11.73 | -1.61 | 31.55 | 19.57 | -22.84 | ||||||||||||
2012 | -4.66 | -4.81 | -5.56 | -7.48 | 1.86 | 27.75 | 18.71 | -4.99 | 16.99 | |||||||||||
2013 | -4.00 | -4.06 | -4.62 | -6.16 | 1.91 | 22.17 | 14.34 | -2.66 | 9.33 | 2.17 | ||||||||||
2014 | -6.38 | -6.67 | -7.44 | -9.09 | -2.87 | 12.07 | 4.47 | -9.47 | -4.52 | -13.74 | -27.18 | |||||||||
2015 | -7.53 | -7.89 | -8.70 | -10.28 | -5.08 | 6.94 | 0.08 | -11.52 | -8.44 | -15.62 | -23.32 | -19.26 | ||||||||
2016 | -6.37 | -6.61 | -7.24 | -8.54 | -3.64 | 7.16 | 1.27 | -8.43 | -5.24 | -10.10 | -13.86 | -6.31 | 8.72 | |||||||
2017 | -6.87 | -7.13 | -7.74 | -8.97 | -4.64 | 4.69 | -0.66 | -9.12 | -6.61 | -10.72 | -13.68 | -8.65 | -2.84 | -13.16 | ||||||
2018 | -5.68 | -5.83 | -6.31 | -7.33 | -3.18 | 5.47 | 0.75 | -6.64 | -4.06 | -7.18 | -8.95 | -3.72 | 2.09 | -1.06 | 12.72 | |||||
2019 | -6.35 | -6.54 | -7.03 | -8.03 | -4.31 | 3.32 | -1.06 | -7.72 | -5.63 | -8.49 | -10.15 | -6.30 | -2.74 | -6.29 | -2.65 | -15.92 | ||||
2020 | -9.14 | -9.48 | -10.11 | -11.22 | -8.17 | -1.82 | -6.04 | -12.21 | -10.94 | -13.92 | -16.00 | -13.98 | -12.89 | -17.58 | -19.00 | -31.34 | -43.93 | |||
2021 | -7.16 | -7.38 | -7.85 | -8.76 | -5.66 | 0.55 | -3.23 | -8.78 | -7.24 | -9.60 | -10.97 | -8.38 | -6.43 | -9.20 | -8.18 | -14.25 | -13.40 | 33.77 | ||
2022 | -8.11 | -8.36 | -8.86 | -9.76 | -6.98 | -1.40 | -4.97 | -10.11 | -8.85 | -11.10 | -12.47 | -10.43 | -9.09 | -11.76 | -11.48 | -16.67 | -16.92 | 1.14 | -23.53 | |
2023 | -8.12 | -8.36 | -8.83 | -9.68 | -7.06 | -1.88 | -5.21 | -9.97 | -8.81 | -10.85 | -12.06 | -10.20 | -9.00 | -11.28 | -10.96 | -15.06 | -14.85 | -2.12 | -16.28 | -8.33 |
Ø | -7.35 | -7.99 | -9.84 | -14.58 | -7.54 | 16.50 | 8.81 | -9.57 | -3.67 | -9.92 | -14.86 | -9.69 | -4.02 | -10.05 | -6.59 | -18.65 | -22.27 | 10.93 | -19.90 | -8.33 |
2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
> +50% | 2010, 2009 |
+50% | Kein Jahr mit entsprechender Performance |
+40% | 2021 |
+30% | Kein Jahr mit entsprechender Performance |
+20% | 2018, 2012 |
+10% | 2016, 2013, 2006, 2003 |
-10% | 2023, 2005, 2004 |
-20% | 2019, 2017, 2015 |
-30% | 2022, 2014, 2011 |
-40% | Kein Jahr mit entsprechender Performance |
-50% | 2020, 2007 |
< -50% | 2008 |
-50% | +50% | ||
-40% | +40% | ||
-30% | +30% | ||
-20% | +20% | ||
-10% | +10% | ||
-0% | +0% |