Die Performance der CHARTWELL RETIR/SH UT liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des CHARTWELL RETIR/SH UT (CA16141A1030) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
---|---|---|---|---|---|---|
Performance | +7,03 % | +1,05 % | +4,87 % | +23,20 % | +41,02 % | -14,99 % |
Hoch | 12,91 | 12,91 | 12,91 | 12,91 | 12,91 | 15,79 |
Tief | 11,40 | 12,04 | 11,76 | 10,11 | 8,75 | 6,25 |
Volatilität | +12,98 % | +22,37 % | +17,04 % | +19,00 % | +20,35 % | +21,57 % |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2024 | 11,660 | - | +7,03 % |
2023 | 8,4300 | 11,720 | +39,03 % |
2022 | 11,930 | 8,4400 | -29,25 % |
2021 | 11,250 | 11,820 | +5,07 % |
2020 | 13,940 | 11,190 | -19,73 % |
2019 | 13,580 | 13,900 | +2,36 % |
2018 | 16,230 | 13,670 | -15,77 % |
2017 | 14,650 | 16,260 | +10,99 % |
2016 | 12,540 | 14,650 | +16,83 % |
2015 | 11,950 | 12,700 | +6,28 % |
2014 | 9,9500 | 11,910 | +19,70 % |
2013 | 10,910 | 9,9900 | -8,43 % |
2012 | 8,6500 | 10,870 | +25,66 % |
2011 | 8,2900 | 8,5000 | +2,53 % |
2010 | 7,0000 | 8,1800 | +16,86 % |
2009 | 5,4900 | 7,0300 | +28,05 % |
2008 | 11,280 | 5,4000 | -52,13 % |
2007 | 15,300 | 11,350 | -25,82 % |
2008 | -52.42 | |||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2009 | -21.30 | 30.19 | ||||||||||||||
2010 | -10.34 | 23.08 | 16.36 | |||||||||||||
2011 | -6.97 | 16.33 | 9.96 | 3.91 | ||||||||||||
2012 | -0.86 | 19.11 | 15.64 | 15.28 | 27.88 | |||||||||||
2013 | -2.10 | 13.09 | 9.18 | 6.89 | 8.41 | -8.10 | ||||||||||
2014 | 0.69 | 14.09 | 11.12 | 9.85 | 11.90 | 4.67 | 19.22 | |||||||||
2015 | 1.41 | 12.99 | 10.36 | 9.20 | 10.56 | 5.32 | 12.75 | 6.63 | ||||||||
2016 | 2.88 | 13.29 | 11.06 | 10.20 | 11.50 | 7.75 | 13.61 | 10.91 | 15.35 | |||||||
2017 | 3.66 | 13.03 | 11.05 | 10.31 | 11.42 | 8.39 | 12.95 | 10.94 | 13.15 | 10.99 | ||||||
2018 | 1.71 | 9.73 | 7.67 | 6.63 | 7.02 | 3.89 | 6.47 | 3.51 | 2.48 | -3.40 | -15.93 | |||||
2019 | 1.70 | 8.98 | 7.05 | 6.07 | 6.34 | 3.58 | 5.66 | 3.14 | 2.28 | -1.74 | -7.54 | 1.68 | ||||
2020 | -0.11 | 6.26 | 4.32 | 3.18 | 3.10 | 0.36 | 1.63 | -1.03 | -2.50 | -6.51 | -11.71 | -9.52 | -19.50 | |||
2021 | 0.29 | 6.21 | 4.43 | 3.40 | 3.35 | 0.94 | 2.12 | -0.11 | -1.19 | -4.20 | -7.66 | -4.73 | -7.79 | 5.63 | ||
2022 | -1.96 | 3.24 | 1.42 | 0.26 | -0.06 | -2.50 | -1.86 | -4.21 | -5.67 | -8.78 | -12.29 | -11.36 | -15.32 | -13.15 | -28.60 | |
2023 | 0.20 | 5.30 | 3.72 | 2.80 | 2.71 | 0.69 | 1.61 | -0.18 | -1.00 | -3.14 | -5.31 | -3.03 | -4.18 | 1.55 | -0.42 | 38.86 |
Ø | -5.22 | 12.99 | 8.81 | 6.77 | 8.68 | 2.27 | 7.42 | 3.29 | 2.86 | -2.40 | -10.07 | -5.39 | -11.69 | -1.99 | -14.51 | 38.86 |
2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
> +50% | Kein Jahr mit entsprechender Performance |
+50% | Kein Jahr mit entsprechender Performance |
+40% | 2023 |
+30% | 2012, 2009 |
+20% | 2017, 2016, 2014, 2010 |
+10% | 2021, 2019, 2015, 2011 |
-10% | 2013 |
-20% | 2020, 2018 |
-30% | 2022, 2007 |
-40% | Kein Jahr mit entsprechender Performance |
-50% | Kein Jahr mit entsprechender Performance |
< -50% | 2008 |
-50% | +50% | ||
-40% | +40% | ||
-30% | +30% | ||
-20% | +20% | ||
-10% | +10% | ||
-0% | +0% |