Die Performance der iNAV iShares Listed Private Equity UCITS CHF (Fond-Index) liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des iNAV iShares Listed Private Equity UCITS CHF (Fond-Index) (DE000A0SYRF3) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
---|---|---|---|---|---|---|
Performance | +8,07 % | +4,43 % | +14,54 % | +21,59 % | +16,67 % | +39,05 % |
Hoch | 27,72 | 27,72 | 27,72 | 27,72 | 27,72 | 31,80 |
Tief | 24,82 | 25,69 | 23,94 | 21,74 | 20,40 | 10,47 |
Volatilität | - | - | - | - | - | - |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2024 | 25,44 | - | +8,07 % |
2023 | 21,01 | 25,43 | +21,03 % |
2022 | 30,42 | 21,01 | -30,92 % |
2021 | 21,28 | 30,44 | +43,02 % |
2020 | 23,18 | 21,29 | -8,18 % |
2019 | 16,82 | 23,24 | +38,21 % |
2018 | 20,32 | 16,94 | -16,63 % |
2017 | 18,32 | 20,35 | +11,10 % |
2016 | 16,14 | 17,94 | +11,15 % |
2015 | 17,54 | 16,14 | -7,97 % |
2014 | 16,33 | 17,35 | +6,26 % |
2013 | 12,48 | 16,45 | +31,82 % |
2012 | 10,83 | 12,46 | +15,13 % |
2011 | 13,94 | 10,14 | -27,23 % |
2010 | 12,24 | 13,93 | +13,86 % |
2009 | 7,780 | 12,23 | +57,21 % |
2008 | 17,46 | 7,679 | -56,03 % |
2009 | 59.29 | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2010 | 34.70 | 13.91 | |||||||||||||
2011 | 9.71 | -8.95 | -27.22 | ||||||||||||
2012 | 12.87 | 0.63 | -5.42 | 22.91 | |||||||||||
2013 | 16.46 | 7.69 | 5.70 | 27.38 | 32.01 | ||||||||||
2014 | 14.55 | 7.24 | 5.63 | 19.60 | 17.98 | 5.43 | |||||||||
2015 | 11.20 | 4.73 | 2.99 | 12.33 | 9.00 | -0.95 | -6.95 | ||||||||
2016 | 11.19 | 5.63 | 4.31 | 12.09 | 9.54 | 2.93 | 1.71 | 11.16 | |||||||
2017 | 11.44 | 6.57 | 5.56 | 12.31 | 10.31 | 5.46 | 5.47 | 12.29 | 13.43 | ||||||
2018 | 8.23 | 3.68 | 2.47 | 7.61 | 5.25 | 0.58 | -0.59 | 1.62 | -2.84 | -16.78 | |||||
2019 | 10.59 | 6.63 | 5.85 | 10.93 | 9.31 | 5.93 | 6.03 | 9.54 | 9.01 | 6.86 | 37.22 | ||||
2020 | 8.87 | 5.17 | 4.33 | 8.59 | 6.92 | 3.75 | 3.47 | 5.69 | 4.36 | 1.51 | 12.10 | -8.41 | |||
2021 | 11.18 | 7.89 | 7.36 | 11.62 | 10.43 | 7.99 | 8.37 | 11.15 | 11.15 | 10.59 | 21.58 | 14.44 | 43.00 | ||
2022 | 7.46 | 4.25 | 3.48 | 6.85 | 5.36 | 2.76 | 2.43 | 3.84 | 2.67 | 0.64 | 5.54 | -3.30 | -0.64 | -30.97 | |
2023 | 8.31 | 5.37 | 4.74 | 7.96 | 6.70 | 4.45 | 4.34 | 5.85 | 5.11 | 3.78 | 8.47 | 2.28 | 6.11 | -8.59 | 21.03 |
Ø | 15.74 | 5.03 | 1.52 | 13.35 | 11.16 | 3.83 | 2.70 | 7.64 | 6.13 | 1.10 | 16.98 | 1.25 | 16.16 | -19.78 | 21.03 |
2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
> +50% | 2009 |
+50% | 2021 |
+40% | 2019, 2013 |
+30% | 2023 |
+20% | 2017, 2016, 2012, 2010 |
+10% | 2014 |
-10% | 2020, 2015 |
-20% | 2018 |
-30% | 2011 |
-40% | 2022 |
-50% | Kein Jahr mit entsprechender Performance |
< -50% | 2008 |
-50% | +50% | ||
-40% | +40% | ||
-30% | +30% | ||
-20% | +20% | ||
-10% | +10% | ||
-0% | +0% |