Die Performance der KBC Equity Fund SICAV - US Small Caps liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des KBC Equity Fund SICAV - US Small Caps (BE0168341460) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
---|---|---|---|---|---|---|
Performance | -3,14 % | -3,96 % | -13,09 % | -6,29 % | -7,51 % | +6,87 % |
Hoch | - | - | - | - | 2.137,01 | - |
Tief | - | - | - | - | 1.722,45 | - |
Volatilität | - | - | - | - | - | - |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2024 | 0,000 | - | -3,14 % |
2023 | 0,000 | 2.109,10 | +inf % |
2022 | 2.295,04 | 1.876,37 | -18,24 % |
2021 | 1.655,63 | 2.261,54 | +36,60 % |
2020 | 1.434,16 | 1.671,52 | +16,55 % |
2019 | 1.455,34 | 1.681,18 | +15,52 % |
2018 | 1.699,80 | 1.439,50 | -15,31 % |
2017 | 1.572,74 | 1.685,71 | +7,18 % |
2016 | 1.292,79 | 1.563,86 | +20,97 % |
2015 | 1.394,96 | 1.318,39 | -5,49 % |
2014 | 1.359,17 | 1.400,84 | +3,07 % |
2013 | 1.048,80 | 1.375,60 | +31,16 % |
2012 | 894,89 | 1.024,08 | +14,44 % |
2011 | 898,66 | 882,30 | -1,82 % |
2010 | 709,61 | 881,23 | +24,19 % |
2009 | 552,27 | 696,69 | +26,15 % |
2008 | 913,00 | 533,51 | -41,57 % |
2007 | 956,25 | 931,00 | -2,64 % |
2006 | 956,84 | 950,19 | -0,69 % |
2005 | 775,31 | 970,53 | +25,18 % |
2004 | 702,90 | 772,83 | +9,95 % |
2003 | 626,23 | 704,92 | +12,57 % |
2002 | 935,43 | 641,55 | -31,42 % |
2004 | 9.63 | |||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | 17.34 | 25.58 | ||||||||||||||||||
2006 | 10.46 | 10.88 | -2.10 | |||||||||||||||||
2007 | 7.20 | 6.40 | -2.06 | -2.02 | ||||||||||||||||
2008 | -5.42 | -8.85 | -18.08 | -25.07 | -42.69 | |||||||||||||||
2009 | -0.20 | -2.05 | -7.95 | -9.83 | -13.49 | 30.59 | ||||||||||||||
2010 | 3.24 | 2.21 | -1.91 | -1.87 | -1.81 | 28.52 | 26.49 | |||||||||||||
2011 | 2.85 | 1.91 | -1.58 | -1.47 | -1.33 | 18.26 | 12.54 | 0.12 | ||||||||||||
2012 | 4.24 | 3.58 | 0.77 | 1.26 | 1.92 | 17.71 | 13.70 | 7.80 | 16.07 | |||||||||||
2013 | 6.91 | 6.62 | 4.46 | 5.43 | 6.72 | 20.86 | 18.54 | 16.00 | 24.86 | 34.33 | ||||||||||
2014 | 6.44 | 6.13 | 4.16 | 4.97 | 6.01 | 17.46 | 14.99 | 12.29 | 16.66 | 16.96 | 1.83 | |||||||||
2015 | 5.36 | 4.98 | 3.11 | 3.71 | 4.44 | 13.80 | 11.22 | 8.39 | 10.56 | 8.79 | -2.10 | -5.89 | ||||||||
2016 | 6.32 | 6.05 | 4.43 | 5.11 | 5.93 | 14.39 | 12.24 | 10.03 | 12.13 | 11.16 | 4.37 | 5.66 | 18.62 | |||||||
2017 | 6.43 | 6.18 | 4.71 | 5.35 | 6.12 | 13.64 | 11.68 | 9.71 | 11.39 | 10.48 | 5.21 | 6.36 | 13.08 | 7.79 | ||||||
2018 | 4.87 | 4.54 | 3.08 | 3.52 | 4.04 | 10.44 | 8.40 | 6.33 | 7.24 | 5.84 | 0.91 | 0.68 | 2.97 | -4.06 | -14.61 | |||||
2019 | 5.58 | 5.32 | 4.00 | 4.49 | 5.05 | 11.00 | 9.21 | 7.44 | 8.39 | 7.34 | 3.40 | 3.72 | 6.27 | 2.44 | -0.13 | 16.79 | ||||
2020 | 5.21 | 4.94 | 3.69 | 4.12 | 4.60 | 9.98 | 8.28 | 6.61 | 7.36 | 6.32 | 2.82 | 2.99 | 4.86 | 1.68 | -0.28 | 7.76 | -0.57 | |||
2021 | 6.69 | 6.52 | 5.43 | 5.95 | 6.54 | 11.75 | 10.31 | 8.95 | 9.87 | 9.20 | 6.41 | 7.08 | 9.41 | 7.66 | 7.62 | 16.25 | 15.98 | 35.30 | ||
2022 | 5.29 | 5.05 | 3.95 | 4.34 | 4.78 | 9.40 | 7.92 | 6.50 | 7.10 | 6.24 | 3.51 | 3.72 | 5.17 | 3.08 | 2.17 | 6.85 | 3.73 | 5.95 | -17.03 | |
2023 | 5.63 | 5.43 | 4.41 | 4.80 | 5.24 | 9.60 | 8.23 | 6.94 | 7.53 | 6.79 | 4.37 | 4.65 | 6.05 | 4.37 | 3.81 | 7.94 | 5.83 | 8.06 | -3.43 | 12.40 |
Ø | 5.70 | 5.34 | 0.70 | 0.75 | 0.13 | 15.82 | 12.41 | 8.24 | 11.60 | 11.22 | 3.07 | 3.22 | 8.30 | 3.28 | -0.24 | 11.12 | 6.24 | 16.44 | -10.23 | 12.40 |
2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
> +50% | 2023 |
+50% | Kein Jahr mit entsprechender Performance |
+40% | 2021, 2013 |
+30% | 2016, 2010, 2009, 2005 |
+20% | 2020, 2019, 2012, 2003 |
+10% | 2017, 2014, 2004 |
-10% | 2015, 2011, 2007, 2006 |
-20% | 2022, 2018 |
-30% | Kein Jahr mit entsprechender Performance |
-40% | 2002 |
-50% | 2008 |
< -50% | Kein Jahr mit entsprechender Performance |
-50% | +50% | ||
-40% | +40% | ||
-30% | +30% | ||
-20% | +20% | ||
-10% | +10% | ||
-0% | +0% |