Die Performance der Harris Associates Global Equity Fund I/A (USD) liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des Harris Associates Global Equity Fund I/A (USD) (LU0130103749) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
---|---|---|---|---|---|---|
Performance | +9,61 % | +1,45 % | -5,53 % | +17,45 % | +4,48 % | +24,39 % |
Hoch | - | - | - | - | 491,27 | - |
Tief | - | - | - | - | 363,41 | - |
Volatilität | - | - | - | - | - | - |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2024 | 0,000 | - | +9,61 % |
2023 | 0,000 | 496,28 | +inf % |
2022 | 514,49 | 421,14 | -18,14 % |
2021 | 427,02 | 510,98 | +19,66 % |
2020 | 399,99 | 431,56 | +7,89 % |
2019 | 306,07 | 396,03 | +29,39 % |
2018 | 384,16 | 306,25 | -20,28 % |
2017 | 301,03 | 381,75 | +26,81 % |
2016 | 281,78 | 300,59 | +6,68 % |
2015 | 303,60 | 288,69 | -4,91 % |
2014 | 294,98 | 305,41 | +3,54 % |
2013 | 228,62 | 297,74 | +30,23 % |
2012 | 191,92 | 224,85 | +17,16 % |
2011 | 219,41 | 190,35 | -13,24 % |
2010 | 190,44 | 218,09 | +14,52 % |
2009 | 138,32 | 186,57 | +34,88 % |
2008 | 233,00 | 134,82 | -42,14 % |
2007 | 226,88 | 233,00 | +2,70 % |
2006 | 205,29 | 226,58 | +10,37 % |
2005 | 160,82 | 204,58 | +27,21 % |
2004 | 148,73 | 159,88 | +7,49 % |
2003 | 121,02 | 149,46 | +23,51 % |
2002 | 167,66 | 123,82 | -26,15 % |
2004 | 6.97 | |||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | 16.99 | 27.96 | ||||||||||||||||||
2006 | 14.88 | 19.05 | 10.75 | |||||||||||||||||
2007 | 11.74 | 13.38 | 6.72 | 2.83 | ||||||||||||||||
2008 | -2.04 | -4.17 | -12.98 | -22.86 | -42.14 | |||||||||||||||
2009 | 3.77 | 3.14 | -2.28 | -6.27 | -10.52 | 38.38 | ||||||||||||||
2010 | 5.55 | 5.31 | 1.29 | -0.95 | -2.18 | 27.19 | 16.89 | |||||||||||||
2011 | 3.07 | 2.52 | -1.19 | -3.42 | -4.93 | 12.18 | 1.01 | -12.72 | ||||||||||||
2012 | 4.64 | 4.36 | 1.36 | -0.13 | -0.71 | 13.64 | 6.42 | 1.54 | 18.12 | |||||||||||
2013 | 7.13 | 7.15 | 4.80 | 3.98 | 4.17 | 17.17 | 12.40 | 10.93 | 25.07 | 32.42 | ||||||||||
2014 | 6.71 | 6.69 | 4.55 | 3.80 | 3.94 | 14.60 | 10.36 | 8.78 | 17.07 | 16.55 | 2.58 | |||||||||
2015 | 5.64 | 5.52 | 3.50 | 2.73 | 2.72 | 11.49 | 7.55 | 5.77 | 10.97 | 8.69 | -1.53 | -5.47 | ||||||||
2016 | 5.52 | 5.40 | 3.56 | 2.87 | 2.87 | 10.54 | 7.05 | 5.49 | 9.57 | 7.53 | 0.32 | -0.79 | 4.12 | |||||||
2017 | 6.93 | 6.92 | 5.34 | 4.86 | 5.06 | 12.26 | 9.36 | 8.33 | 12.30 | 11.17 | 6.41 | 7.72 | 14.99 | 27.00 | ||||||
2018 | 4.90 | 4.75 | 3.15 | 2.54 | 2.52 | 8.55 | 5.66 | 4.34 | 7.03 | 5.28 | 0.57 | 0.07 | 1.99 | 0.94 | -19.78 | |||||
2019 | 6.28 | 6.23 | 4.83 | 4.39 | 4.52 | 10.29 | 7.82 | 6.85 | 9.59 | 8.42 | 4.87 | 5.33 | 8.22 | 9.63 | 1.85 | 29.32 | ||||
2020 | 6.44 | 6.40 | 5.10 | 4.71 | 4.86 | 10.18 | 7.92 | 7.06 | 9.52 | 8.49 | 5.45 | 5.93 | 8.37 | 9.46 | 4.17 | 18.71 | 8.97 | |||
2021 | 7.07 | 7.07 | 5.89 | 5.57 | 5.77 | 10.79 | 8.76 | 8.05 | 10.38 | 9.55 | 6.98 | 7.63 | 9.98 | 11.20 | 7.56 | 18.61 | 13.59 | 18.40 | ||
2022 | 5.60 | 5.53 | 4.34 | 3.95 | 4.03 | 8.48 | 6.46 | 5.64 | 7.49 | 6.48 | 3.93 | 4.10 | 5.54 | 5.78 | 1.98 | 8.29 | 2.07 | -1.21 | -17.58 | |
2023 | 6.18 | 6.14 | 5.05 | 4.72 | 4.84 | 9.08 | 7.24 | 6.53 | 8.31 | 7.46 | 5.24 | 5.54 | 7.01 | 7.43 | 4.47 | 10.14 | 5.80 | 4.77 | -1.45 | 17.84 |
Ø | 6.70 | 7.33 | 2.99 | 0.78 | -0.95 | 14.32 | 8.21 | 5.12 | 12.12 | 11.09 | 3.48 | 3.34 | 7.53 | 10.20 | 0.04 | 17.01 | 7.61 | 7.32 | -9.52 | 17.84 |
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% | 2013, 2009 |
+30% | 2019, 2017, 2005, 2003 |
+20% | 2021, 2012, 2010, 2006 |
+10% | 2020, 2016, 2014, 2007, 2004 |
-10% | 2015 |
-20% | 2022, 2011 |
-30% | 2018, 2002 |
-40% | Kein Jahr mit entsprechender Performance |
-50% | 2008 |
< -50% | Kein Jahr mit entsprechender Performance |
-50% | +50% | ||
-40% | +40% | ||
-30% | +30% | ||
-20% | +20% | ||
-10% | +10% | ||
-0% | +0% |