Die Performance der Harris Associates U.S. Value Equity Fund R/A (USD) liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des Harris Associates U.S. Value Equity Fund R/A (USD) (LU0130102774) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
---|---|---|---|---|---|---|
Performance | +4,06 % | -0,55 % | -9,86 % | +3,31 % | +1,74 % | +54,03 % |
Hoch | - | - | - | - | 453,36 | - |
Tief | - | - | - | - | 359,16 | - |
Volatilität | - | - | - | - | - | - |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2024 | 0,000 | - | +4,06 % |
2023 | 0,000 | 505,01 | +inf % |
2022 | 461,19 | 392,75 | -14,84 % |
2021 | 357,68 | 456,86 | +27,73 % |
2020 | 312,15 | 363,87 | +16,57 % |
2019 | 236,90 | 309,02 | +30,44 % |
2018 | 276,53 | 234,89 | -15,06 % |
2017 | 236,91 | 273,72 | +15,54 % |
2016 | 202,65 | 236,94 | +16,92 % |
2015 | 224,97 | 205,59 | -8,61 % |
2014 | 197,57 | 225,66 | +14,22 % |
2013 | 150,35 | 199,18 | +32,48 % |
2012 | 126,27 | 146,23 | +15,81 % |
2011 | 131,21 | 126,97 | -3,23 % |
2010 | 117,79 | 130,12 | +10,47 % |
2009 | 85,97 | 116,23 | +35,20 % |
2008 | 123,00 | 83,10 | -32,44 % |
2007 | 131,09 | 125,00 | -4,65 % |
2006 | 112,79 | 133,87 | +18,69 % |
2005 | 115,57 | 130,05 | +12,53 % |
2004 | 114,65 | 115,97 | +1,15 % |
2003 | 87,39 | 106,95 | +22,38 % |
2002 | 100,49 | 87,39 | -13,04 % |
2004 | 8.43 | |||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | 10.27 | 12.15 | ||||||||||||||||||
2006 | 7.77 | 7.44 | 2.93 | |||||||||||||||||
2007 | 3.98 | 2.53 | -1.96 | -6.62 | ||||||||||||||||
2008 | -4.92 | -7.99 | -13.87 | -21.21 | -33.52 | |||||||||||||||
2009 | 1.40 | 0.04 | -2.77 | -4.60 | -3.57 | 39.87 | ||||||||||||||
2010 | 2.84 | 1.94 | 0.01 | -0.71 | 1.35 | 25.13 | 11.95 | |||||||||||||
2011 | 2.17 | 1.30 | -0.40 | -1.05 | 0.39 | 15.18 | 4.52 | -2.42 | ||||||||||||
2012 | 3.54 | 2.94 | 1.69 | 1.48 | 3.19 | 15.18 | 7.95 | 6.01 | 15.17 | |||||||||||
2013 | 6.42 | 6.19 | 5.47 | 5.84 | 8.07 | 19.10 | 14.41 | 15.25 | 25.25 | 36.21 | ||||||||||
2014 | 7.02 | 6.88 | 6.31 | 6.74 | 8.81 | 18.12 | 14.19 | 14.76 | 21.13 | 24.23 | 13.29 | |||||||||
2015 | 5.60 | 5.34 | 4.69 | 4.88 | 6.42 | 13.82 | 9.97 | 9.58 | 12.80 | 12.03 | 1.60 | -8.89 | ||||||||
2016 | 6.31 | 6.13 | 5.60 | 5.88 | 7.36 | 13.99 | 10.71 | 10.51 | 13.29 | 12.82 | 5.96 | 2.47 | 15.25 | |||||||
2017 | 6.94 | 6.83 | 6.40 | 6.72 | 8.15 | 14.16 | 11.30 | 11.21 | 13.66 | 13.36 | 8.27 | 6.65 | 15.39 | 15.52 | ||||||
2018 | 5.39 | 5.17 | 4.65 | 4.80 | 5.90 | 10.95 | 8.13 | 7.66 | 9.19 | 8.22 | 3.35 | 1.01 | 4.54 | -0.43 | -14.19 | |||||
2019 | 6.86 | 6.75 | 6.38 | 6.65 | 7.83 | 12.68 | 10.27 | 10.09 | 11.76 | 11.28 | 7.59 | 6.49 | 10.73 | 9.26 | 6.25 | 31.56 | ||||
2020 | 7.47 | 7.41 | 7.10 | 7.40 | 8.57 | 13.10 | 10.93 | 10.83 | 12.41 | 12.07 | 8.99 | 8.29 | 12.10 | 11.32 | 9.95 | 24.46 | 17.75 | |||
2021 | 8.40 | 8.40 | 8.17 | 8.53 | 9.70 | 14.01 | 12.08 | 12.09 | 13.66 | 13.49 | 10.93 | 10.60 | 14.23 | 14.03 | 13.66 | 24.83 | 21.59 | 25.56 | ||
2022 | 7.09 | 7.01 | 6.72 | 6.96 | 7.93 | 11.73 | 9.82 | 9.64 | 10.81 | 10.38 | 7.84 | 7.17 | 9.69 | 8.79 | 7.49 | 13.71 | 8.32 | 3.89 | -14.03 | |
2023 | 8.07 | 8.05 | 7.83 | 8.12 | 9.12 | 12.78 | 11.06 | 11.00 | 12.19 | 11.93 | 9.75 | 9.36 | 11.89 | 11.42 | 10.75 | 16.54 | 13.07 | 11.55 | 5.14 | 28.58 |
Ø | 5.55 | 4.97 | 3.05 | 2.34 | 3.48 | 16.65 | 10.52 | 9.71 | 14.28 | 15.09 | 7.76 | 4.79 | 11.73 | 9.99 | 5.65 | 22.22 | 15.18 | 13.66 | -4.45 | 28.58 |
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% | 2019, 2013, 2009 |
+30% | 2021, 2003 |
+20% | 2020, 2017, 2016, 2014, 2012, 2010, 2006, 2005 |
+10% | 2004 |
-10% | 2015, 2011, 2007 |
-20% | 2022, 2018, 2002 |
-30% | Kein Jahr mit entsprechender Performance |
-40% | 2008 |
-50% | Kein Jahr mit entsprechender Performance |
< -50% | Kein Jahr mit entsprechender Performance |
-50% | +50% | ||
-40% | +40% | ||
-30% | +30% | ||
-20% | +20% | ||
-10% | +10% | ||
-0% | +0% |