Die Performance der Value-Holdings liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des Value-Holdings (DE0007600405) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
---|---|---|---|---|---|---|
Performance | +0,80 % | +0,80 % | +0,80 % | +4,13 % | +5,00 % | +28,57 % |
Hoch | 6,30 | 6,30 | 6,30 | 6,30 | 6,30 | 6,30 |
Tief | 6,00 | 6,10 | 6,10 | 6,00 | 6,00 | 3,00 |
Volatilität | - | +11,81 % | +9,08 % | +14,18 % | +11,77 % | +10,62 % |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2024 | 6,2500 | - | +0,80 % |
2023 | 6,1000 | 6,2500 | +2,46 % |
2022 | 6,0500 | 6,1000 | +0,83 % |
2021 | 4,5000 | 6,0500 | +34,44 % |
2020 | 4,9000 | 4,5000 | -8,16 % |
2019 | 4,7200 | 4,9000 | +3,81 % |
2018 | 5,0000 | 4,7200 | -5,60 % |
2017 | 3,3900 | 5,0000 | +47,49 % |
2016 | 3,0500 | 3,3900 | +11,15 % |
2015 | 2,3500 | 3,0500 | +29,79 % |
2014 | 2,4600 | 2,3500 | -4,47 % |
2013 | 2,3000 | 2,4600 | +6,96 % |
2012 | 2,2700 | 2,3800 | +4,85 % |
2011 | 2,0700 | 2,3210 | +12,13 % |
2010 | 3,0000 | 2,0490 | -31,70 % |
2009 | 2,7000 | 2,3800 | -11,85 % |
2008 | 4,9100 | 2,7000 | -45,01 % |
2007 | 4,7800 | 4,9100 | +2,72 % |
2006 | 4,6000 | 4,7800 | +3,91 % |
2005 | 4,0000 | 4,6000 | +15,00 % |
2004 | 3,0500 | 4,0000 | +31,15 % |
2003 | 2,9800 | 3,0400 | +2,01 % |
2002 | 4,5000 | 2,9800 | -33,78 % |
2001 | 8,5000 | 4,5000 | -47,06 % |
2000 | 9,0000 | 8,5000 | -5,56 % |
1999 | 12,000 | 9,0000 | -25,00 % |
2004 | 31.58 | |||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | 23.01 | 15.00 | ||||||||||||||||||
2006 | 16.28 | 9.32 | 3.91 | |||||||||||||||||
2007 | 12.73 | 7.07 | 3.31 | 2.72 | ||||||||||||||||
2008 | -2.34 | -9.36 | -16.27 | -24.84 | -45.01 | |||||||||||||||
2009 | -4.00 | -9.86 | -15.19 | -20.74 | -30.38 | -11.85 | ||||||||||||||
2010 | -5.48 | -10.55 | -14.93 | -19.09 | -25.27 | -12.89 | -13.91 | |||||||||||||
2011 | -3.32 | -7.48 | -10.78 | -13.45 | -17.08 | -4.92 | -1.25 | 13.27 | ||||||||||||
2012 | -2.68 | -6.28 | -8.98 | -10.97 | -13.48 | -3.10 | 0.00 | 7.77 | 2.54 | |||||||||||
2013 | -2.09 | -5.26 | -7.53 | -9.05 | -10.88 | -1.84 | 0.83 | 6.28 | 2.95 | 3.36 | ||||||||||
2014 | -2.31 | -5.18 | -7.19 | -8.49 | -9.99 | -2.29 | -0.25 | 3.49 | 0.41 | -0.63 | -4.47 | |||||||||
2015 | 0.03 | -2.43 | -4.03 | -4.87 | -5.78 | 1.76 | 4.22 | 8.28 | 7.07 | 8.62 | 11.35 | 29.79 | ||||||||
2016 | 0.84 | -1.37 | -2.74 | -3.38 | -4.03 | 2.89 | 5.18 | 8.75 | 7.87 | 9.25 | 11.28 | 20.11 | 11.15 | |||||||
2017 | 3.62 | 1.73 | 0.70 | 0.41 | 0.18 | 7.09 | 9.72 | 13.59 | 13.64 | 16.01 | 19.40 | 28.62 | 28.04 | 47.49 | ||||||
2018 | 2.98 | 1.19 | 0.20 | -0.11 | -0.36 | 5.74 | 7.90 | 10.99 | 10.67 | 12.09 | 13.92 | 19.05 | 15.67 | 18.00 | -5.60 | |||||
2019 | 3.03 | 1.36 | 0.45 | 0.19 | -0.02 | 5.57 | 7.49 | 10.17 | 9.79 | 10.87 | 12.17 | 15.83 | 12.58 | 13.07 | -1.01 | 3.81 | ||||
2020 | 2.33 | 0.74 | -0.15 | -0.43 | -0.67 | 4.35 | 5.96 | 8.19 | 7.63 | 8.29 | 9.01 | 11.44 | 8.09 | 7.34 | -3.45 | -2.36 | -8.16 | |||
2021 | 3.90 | 2.46 | 1.73 | 1.58 | 1.50 | 6.40 | 8.08 | 10.34 | 10.05 | 10.92 | 11.91 | 14.46 | 12.09 | 12.28 | 4.88 | 8.63 | 11.12 | 34.44 | ||
2022 | 3.73 | 2.37 | 1.67 | 1.54 | 1.46 | 5.99 | 7.51 | 9.52 | 9.18 | 9.87 | 10.62 | 12.66 | 10.41 | 10.29 | 4.06 | 6.62 | 7.57 | 16.43 | 0.83 | |
2023 | 3.67 | 2.38 | 1.72 | 1.59 | 1.52 | 5.76 | 7.14 | 8.96 | 8.61 | 9.17 | 9.77 | 11.48 | 9.38 | 9.13 | 3.79 | 5.78 | 6.27 | 11.57 | 1.64 | 2.46 |
Ø | 4.28 | -0.75 | -4.12 | -6.32 | -9.89 | 0.58 | 3.47 | 9.20 | 7.54 | 8.89 | 10.50 | 18.16 | 13.43 | 16.80 | 0.45 | 4.50 | 4.20 | 20.81 | 1.23 | 2.46 |
2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
> +50% | Kein Jahr mit entsprechender Performance |
+50% | 2017 |
+40% | 2021, 2004 |
+30% | 2015 |
+20% | 2016, 2011, 2005 |
+10% | 2023, 2022, 2019, 2013, 2012, 2007, 2006, 2003 |
-10% | 2020, 2018, 2014, 2000 |
-20% | 2009 |
-30% | 1999 |
-40% | 2010, 2002 |
-50% | 2008, 2001 |
< -50% | Kein Jahr mit entsprechender Performance |
-50% | +50% | ||
-40% | +40% | ||
-30% | +30% | ||
-20% | +20% | ||
-10% | +10% | ||
-0% | +0% |