Die Performance der HB Portfolio liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des HB Portfolio (INE638B01025) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
---|---|---|---|---|---|---|
Performance | -6,72 % | +6,18 % | -18,08 % | +30,25 % | +65,44 % | +198,14 % |
Hoch | 98,00 | 72,75 | 88,50 | 98,00 | 98,00 | 98,00 |
Tief | 58,00 | 62,00 | 58,00 | 51,10 | 35,01 | 9,75 |
Volatilität | - | +34,45 % | +45,07 % | +53,70 % | +52,66 % | +60,24 % |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2024 | 73,99 | - | -6,72 % |
2023 | 36,85 | 71,50 | +94,03 % |
2022 | 40,00 | 38,00 | -5,00 % |
2021 | 19,650 | 38,75 | +97,20 % |
2020 | 18,150 | 20,500 | +12,95 % |
2019 | 25,30 | 15,200 | -39,92 % |
2018 | 45,90 | 25,30 | -44,88 % |
2017 | 19,000 | 43,75 | +130,26 % |
2016 | 16,650 | 20,400 | +22,52 % |
2015 | 22,400 | 15,920 | -28,93 % |
2014 | 16,300 | 22,100 | +35,58 % |
2013 | 24,900 | 16,300 | -34,54 % |
2012 | 19,650 | 24,500 | +24,68 % |
2011 | 45,40 | 19,950 | -56,06 % |
2010 | 54,00 | 46,50 | -13,89 % |
2009 | 21,400 | 56,30 | +163,08 % |
2008 | 98,00 | 22,500 | -77,04 % |
2007 | 38,00 | 106,20 | +179,47 % |
2006 | 32,25 | 38,25 | +18,60 % |
1970 | 87,21 | 84,74 | -2,83 % |
2004 | nan | |||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | nan | nan | ||||||||||||||||||
2006 | inf | inf | inf | |||||||||||||||||
2007 | inf | inf | inf | 177.65 | ||||||||||||||||
2008 | inf | inf | inf | -23.30 | -78.81 | |||||||||||||||
2009 | inf | inf | inf | 13.75 | -27.19 | 150.22 | ||||||||||||||
2010 | inf | inf | inf | 5.00 | -24.06 | 43.76 | -17.41 | |||||||||||||
2011 | inf | inf | inf | -12.21 | -34.17 | -3.93 | -40.47 | -57.10 | ||||||||||||
2012 | inf | inf | inf | -7.16 | -25.42 | 2.15 | -24.22 | -27.41 | 22.81 | |||||||||||
2013 | inf | inf | inf | -11.47 | -26.83 | -6.24 | -26.65 | -29.49 | -9.61 | -33.47 | ||||||||||
2014 | inf | inf | inf | -6.63 | -20.09 | -0.30 | -17.06 | -16.97 | 3.47 | -5.02 | 35.58 | |||||||||
2015 | inf | inf | inf | -9.28 | -21.12 | -4.82 | -18.98 | -19.30 | -5.49 | -13.39 | -1.17 | -27.96 | ||||||||
2016 | inf | inf | inf | -6.09 | -16.75 | -1.22 | -13.50 | -12.83 | 0.45 | -4.48 | 7.77 | -3.92 | 28.14 | |||||||
2017 | inf | inf | inf | 1.23 | -8.49 | 7.67 | -3.10 | -0.87 | 13.98 | 12.30 | 28.00 | 25.56 | 65.77 | 114.46 | ||||||
2018 | inf | inf | inf | -3.39 | -12.23 | 1.18 | -8.50 | -7.33 | 3.45 | 0.54 | 9.19 | 3.44 | 16.70 | 11.36 | -42.17 | |||||
2019 | inf | inf | inf | -6.85 | -14.96 | -3.50 | -12.27 | -11.68 | -3.34 | -6.59 | -1.16 | -7.21 | -1.15 | -9.34 | -41.06 | -39.92 | ||||
2020 | inf | inf | inf | -4.36 | -11.89 | -0.77 | -8.78 | -7.86 | 0.30 | -2.20 | 3.33 | -1.24 | 5.19 | 0.12 | -22.33 | -9.98 | 34.87 | |||
2021 | inf | inf | inf | 0.09 | -6.95 | 4.27 | -3.07 | -1.64 | 6.86 | 5.23 | 11.43 | 8.35 | 15.98 | 13.69 | -2.99 | 15.27 | 59.67 | 89.02 | ||
2022 | inf | inf | inf | -0.04 | -6.62 | 3.81 | -2.98 | -1.67 | 6.03 | 4.49 | 9.86 | 7.01 | 13.23 | 10.92 | -2.78 | 10.70 | 35.72 | 36.15 | -1.94 | |
2023 | inf | inf | inf | 3.75 | -2.44 | 8.01 | 1.72 | 3.36 | 11.22 | 10.23 | 15.93 | 13.93 | 20.66 | 19.62 | 8.53 | 23.09 | 47.27 | 51.65 | 35.84 | 88.16 |
Ø | nan | nan | inf | 6.51 | -21.13 | 13.35 | -13.95 | -14.68 | 4.18 | -2.94 | 11.88 | 2.00 | 20.56 | 22.98 | -17.13 | -0.17 | 44.38 | 58.94 | 16.95 | 88.16 |
2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
> +50% | 2023, 2021, 2017, 2009, 2007 |
+50% | Kein Jahr mit entsprechender Performance |
+40% | 2014 |
+30% | 2016, 2012 |
+20% | 2020, 2006 |
+10% | Kein Jahr mit entsprechender Performance |
-10% | 2022, 1970 |
-20% | 2010 |
-30% | 2015 |
-40% | 2019, 2013 |
-50% | 2018 |
< -50% | 2011, 2008 |
-50% | +50% | ||
-40% | +40% | ||
-30% | +30% | ||
-20% | +20% | ||
-10% | +10% | ||
-0% | +0% |