Die Performance der ROYCE VALUE TR/SH liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des ROYCE VALUE TR/SH (US7809101055) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
1 Monat | 5 Jahre | |
---|---|---|
Performance | +9,34 % | -4,62 % |
Hoch | 15,36 | 19,98 |
Tief | 13,46 | 7,70 |
Volatilität | +22,54 % | +31,12 % |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2023 | 13,40 | - | +12,14 % |
2022 | 19,76 | 13,26 | -32,89 % |
2021 | 16,20 | 19,55 | +20,68 % |
2020 | 14,79 | 16,14 | +9,13 % |
2019 | 11,81 | 14,75 | +24,89 % |
2018 | 16,22 | 11,79 | -27,31 % |
2017 | 13,52 | 16,16 | +19,53 % |
2016 | 11,56 | 13,39 | +15,83 % |
2015 | 14,41 | 11,77 | -18,32 % |
2014 | 16,49 | 14,35 | -12,98 % |
2013 | 12,58 | 16,01 | +27,30 % |
2012 | 11,52 | 12,32 | +6,94 % |
2011 | 13,45 | 11,27 | -16,19 % |
2010 | 9,986 | 13,36 | +33,76 % |
2009 | 7,772 | 9,912 | +27,54 % |
2008 | 16,95 | 7,643 | -54,91 % |
2007 | 17,52 | 16,88 | -3,62 % |
2008 | -54.73 | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2009 | -23.38 | 29.69 | |||||||||||||
2010 | -7.51 | 32.20 | 34.75 | ||||||||||||
2011 | -9.61 | 13.83 | 6.64 | -15.61 | |||||||||||
2012 | -6.11 | 12.67 | 7.52 | -3.96 | 9.29 | ||||||||||
2013 | -0.88 | 15.94 | 12.73 | 6.22 | 19.18 | 29.96 | |||||||||
2014 | -2.30 | 11.07 | 7.68 | 1.81 | 8.38 | 7.93 | -10.37 | ||||||||
2015 | -4.41 | 6.36 | 2.90 | -2.50 | 1.09 | -1.51 | -14.26 | -17.98 | |||||||
2016 | -2.54 | 7.26 | 4.39 | 0.04 | 3.50 | 2.11 | -5.78 | -3.40 | 13.76 | ||||||
2017 | -0.44 | 8.67 | 6.30 | 2.76 | 6.19 | 5.58 | 0.23 | 4.04 | 17.17 | 20.69 | |||||
2018 | -3.21 | 4.43 | 1.95 | -1.55 | 0.64 | -0.73 | -5.94 | -4.79 | 0.06 | -6.16 | -27.04 | ||||
2019 | -1.12 | 6.16 | 4.05 | 1.11 | 3.42 | 2.61 | -1.36 | 0.55 | 5.80 | 3.28 | -4.46 | 25.11 | |||
2020 | -0.35 | 6.43 | 4.53 | 1.91 | 4.07 | 3.43 | 0.12 | 1.98 | 6.52 | 4.78 | -0.04 | 17.00 | 9.42 | ||
2021 | 1.05 | 7.49 | 5.82 | 3.52 | 5.66 | 5.27 | 2.53 | 4.52 | 8.82 | 7.86 | 4.88 | 18.36 | 15.13 | 21.13 | |
2022 | -1.60 | 4.01 | 2.26 | -0.06 | 1.49 | 0.74 | -2.07 | -0.98 | 1.72 | -0.16 | -3.88 | 2.98 | -3.49 | -9.36 | -32.17 |
Ø | -7.81 | 11.87 | 7.81 | -0.53 | 5.72 | 5.54 | -4.10 | -2.01 | 7.69 | 5.05 | -6.11 | 15.86 | 7.02 | 5.88 | -32.17 |
2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 |
> +50% | Kein Jahr mit entsprechender Performance |
+50% | Kein Jahr mit entsprechender Performance |
+40% | 2010 |
+30% | 2021, 2019, 2013, 2009 |
+20% | 2017, 2016 |
+10% | 2020, 2012 |
-10% | 2007 |
-20% | 2015, 2014, 2011 |
-30% | 2018 |
-40% | 2022 |
-50% | Kein Jahr mit entsprechender Performance |
< -50% | 2008 |
-50% | +50% | ||
-40% | +40% | ||
-30% | +30% | ||
-20% | +20% | ||
-10% | +10% | ||
-0% | +0% |