Die Performance der Caledonian Trust liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des Caledonian Trust (GB0001628584) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
---|---|---|---|---|---|---|
Performance | -8,14 % | -16,10 % | -18,38 % | -7,74 % | -35,70 % | -50,88 % |
Hoch | 1,60 | 1,60 | 1,60 | 1,60 | 1,80 | 2,59 |
Tief | 1,00 | 1,00 | 1,00 | 1,00 | 1,00 | 1,00 |
Volatilität | - | +151,08 % | +154,77 % | +109,03 % | +106,48 % | +133,52 % |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2024 | 1,1550 | - | -8,14 % |
2023 | 1,4500 | 1,3000 | -10,34 % |
2022 | 1,3000 | 1,4400 | +10,77 % |
2021 | 1,4523 | 1,1900 | -18,06 % |
2020 | 1,8250 | 1,6300 | -10,68 % |
2019 | 1,9000 | 1,8150 | -4,47 % |
2018 | 1,5250 | 1,8900 | +23,93 % |
2017 | 0,9000 | 1,5225 | +69,17 % |
2016 | 1,3000 | 0,9000 | -30,77 % |
2015 | 1,3000 | 1,3000 | -8,14 % |
2014 | 0,7400 | 1,3000 | +75,68 % |
2013 | 0,7000 | 0,6900 | -1,43 % |
2012 | 1,1000 | 0,7000 | -36,36 % |
2011 | 0,9500 | 1,1000 | +15,79 % |
2010 | 1,0500 | 0,9500 | -9,52 % |
2009 | 0,6500 | 1,0500 | +61,54 % |
2008 | 1,7500 | 0,6500 | -62,86 % |
2007 | 2,1000 | 1,7500 | -16,67 % |
2006 | 1,7500 | 2,1000 | +20,00 % |
1970 | 1,3000 | 1,5500 | +19,23 % |
2004 | nan | |||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | nan | nan | ||||||||||||||||||
2006 | inf | inf | inf | |||||||||||||||||
2007 | inf | inf | inf | -16.67 | ||||||||||||||||
2008 | inf | inf | inf | -44.37 | -62.86 | |||||||||||||||
2009 | inf | inf | inf | -20.63 | -22.54 | 61.54 | ||||||||||||||
2010 | inf | inf | inf | -17.99 | -18.42 | 20.89 | -9.52 | |||||||||||||
2011 | inf | inf | inf | -12.13 | -10.96 | 19.17 | 2.35 | 15.79 | ||||||||||||
2012 | inf | inf | inf | -16.73 | -16.74 | 1.87 | -12.64 | -14.16 | -36.36 | |||||||||||
2013 | inf | inf | inf | -14.70 | -14.37 | 1.20 | -9.96 | -10.11 | -20.80 | -1.43 | ||||||||||
2014 | inf | inf | inf | -5.82 | -4.16 | 12.25 | 4.36 | 8.16 | 5.73 | 36.28 | 88.41 | |||||||||
2015 | inf | inf | inf | -5.19 | -3.65 | 10.41 | 3.62 | 6.47 | 4.26 | 22.92 | 37.26 | 0.00 | ||||||||
2016 | inf | inf | inf | -8.12 | -7.12 | 4.15 | -2.18 | -0.90 | -3.93 | 6.48 | 9.26 | -16.79 | -30.77 | |||||||
2017 | inf | inf | inf | -2.88 | -1.38 | 9.92 | 4.75 | 6.97 | 5.57 | 16.81 | 21.88 | 5.41 | 8.22 | 69.17 | ||||||
2018 | inf | inf | inf | -0.87 | 0.70 | 11.26 | 6.75 | 8.98 | 8.04 | 18.00 | 22.33 | 9.81 | 13.29 | 44.91 | 24.14 | |||||
2019 | inf | inf | inf | -1.12 | 0.30 | 9.78 | 5.63 | 7.46 | 6.46 | 14.58 | 17.49 | 6.90 | 8.70 | 26.34 | 9.18 | -3.97 | ||||
2020 | inf | inf | inf | -1.79 | -0.54 | 7.96 | 4.08 | 5.55 | 4.47 | 11.14 | 13.07 | 3.84 | 4.63 | 16.01 | 2.30 | -7.13 | -10.19 | |||
2021 | inf | inf | inf | -3.72 | -2.72 | 4.76 | 1.05 | 2.07 | 0.79 | 6.07 | 7.05 | -1.26 | -1.46 | 5.75 | -5.97 | -14.29 | -19.03 | -26.99 | ||
2022 | inf | inf | inf | -2.33 | -1.29 | 5.85 | 2.46 | 3.53 | 2.48 | 7.48 | 8.52 | 1.29 | 1.47 | 8.15 | -1.11 | -6.57 | -7.42 | -6.01 | 21.01 | |
2023 | inf | inf | inf | -2.78 | -1.84 | 4.73 | 1.54 | 2.44 | 1.40 | 5.79 | 6.54 | 0.00 | 0.00 | 5.39 | -2.60 | -7.21 | -8.00 | -7.26 | 4.52 | -9.72 |
Ø | nan | nan | inf | -10.46 | -10.47 | 12.38 | 0.16 | 3.25 | -1.83 | 13.10 | 23.18 | 1.02 | 0.51 | 25.10 | 4.32 | -7.83 | -11.16 | -13.42 | 12.76 | -9.72 |
2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
> +50% | 2017, 2014, 2009 |
+50% | Kein Jahr mit entsprechender Performance |
+40% | Kein Jahr mit entsprechender Performance |
+30% | 2018, 2006 |
+20% | 2022, 2011, 1970 |
+10% | 2015 |
-10% | 2019, 2013, 2010 |
-20% | 2023, 2021, 2020, 2007 |
-30% | Kein Jahr mit entsprechender Performance |
-40% | 2016, 2012 |
-50% | Kein Jahr mit entsprechender Performance |
< -50% | 2008 |
-50% | +50% | ||
-40% | +40% | ||
-30% | +30% | ||
-20% | +20% | ||
-10% | +10% | ||
-0% | +0% |