Die Performance der Morningstar Multi-Asset High Income Index (Price Return) liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des Morningstar Multi-Asset High Income Index (Price Return) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
---|---|---|---|---|---|---|
Performance | +0,16 % | +0,11 % | +0,80 % | +3,84 % | +2,79 % | -19,69 % |
Hoch | 1.273,56 | 1.269,16 | 1.273,41 | 1.276,83 | 1.276,83 | 1.660,11 |
Tief | 1.238,62 | 1.238,62 | 1.238,62 | 1.203,60 | 1.176,86 | 1.125,48 |
Volatilität | - | - | - | - | - | - |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2024 | 1.261,12 | - | +0,16 % |
2023 | 1.215,45 | 1.265,89 | +4,15 % |
2022 | 1.533,61 | 1.215,45 | -20,75 % |
2021 | 1.540,65 | 1.533,61 | -0,46 % |
2020 | 1.623,49 | 1.535,78 | -5,40 % |
2019 | 1.477,42 | 1.624,85 | +9,98 % |
2018 | 1.635,65 | 1.475,96 | -9,76 % |
2017 | 1.547,20 | 1.633,92 | +5,60 % |
2016 | 1.478,19 | 1.545,11 | +4,53 % |
2015 | 1.629,14 | 1.476,62 | -9,36 % |
2014 | 1.561,05 | 1.626,85 | +4,22 % |
2013 | 1.656,07 | 1.562,20 | -5,67 % |
2012 | 1.568,46 | 1.648,23 | +5,09 % |
1970 | 1.259,98 | 1.253,12 | -0,54 % |
2004 | nan | |||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | nan | nan | ||||||||||||||||||
2006 | nan | nan | nan | |||||||||||||||||
2007 | nan | nan | nan | nan | ||||||||||||||||
2008 | nan | nan | nan | nan | nan | |||||||||||||||
2009 | nan | nan | nan | nan | nan | nan | ||||||||||||||
2010 | nan | nan | nan | nan | nan | nan | nan | |||||||||||||
2011 | nan | nan | nan | nan | nan | nan | nan | nan | ||||||||||||
2012 | inf | inf | inf | inf | inf | inf | inf | inf | inf | |||||||||||
2013 | inf | inf | inf | inf | inf | inf | inf | inf | inf | -5.22 | ||||||||||
2014 | inf | inf | inf | inf | inf | inf | inf | inf | inf | -0.65 | 4.14 | |||||||||
2015 | inf | inf | inf | inf | inf | inf | inf | inf | inf | -3.60 | -2.78 | -9.23 | ||||||||
2016 | inf | inf | inf | inf | inf | inf | inf | inf | inf | -1.60 | -0.37 | -2.54 | 4.64 | |||||||
2017 | inf | inf | inf | inf | inf | inf | inf | inf | inf | -0.17 | 1.13 | 0.14 | 5.19 | 5.75 | ||||||
2018 | inf | inf | inf | inf | inf | inf | inf | inf | inf | -1.82 | -1.13 | -2.40 | -0.01 | -2.26 | -9.67 | |||||
2019 | inf | inf | inf | inf | inf | inf | inf | inf | inf | -0.20 | 0.66 | -0.02 | 2.42 | 1.69 | -0.28 | 10.09 | ||||
2020 | inf | inf | inf | inf | inf | inf | inf | inf | inf | -0.88 | -0.24 | -0.96 | 0.79 | -0.15 | -2.04 | 2.01 | -5.48 | |||
2021 | inf | inf | inf | inf | inf | inf | inf | inf | inf | -0.80 | -0.23 | -0.84 | 0.63 | -0.15 | -1.57 | 1.29 | -2.85 | -0.14 | ||
2022 | inf | inf | inf | inf | inf | inf | inf | inf | inf | -3.00 | -2.75 | -3.58 | -2.74 | -3.92 | -5.75 | -4.74 | -9.22 | -11.04 | -20.75 | |
2023 | inf | inf | inf | inf | inf | inf | inf | inf | inf | -2.37 | -2.08 | -2.75 | -1.91 | -2.81 | -4.16 | -3.02 | -6.05 | -6.24 | -9.15 | 4.15 |
Ø | nan | nan | nan | nan | nan | nan | nan | nan | inf | -1.85 | -0.37 | -2.47 | 1.13 | -0.26 | -3.91 | 1.12 | -5.90 | -5.81 | -14.95 | 4.15 |
2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
> +50% | Kein Jahr mit entsprechender Performance |
+50% | Kein Jahr mit entsprechender Performance |
+40% | Kein Jahr mit entsprechender Performance |
+30% | Kein Jahr mit entsprechender Performance |
+20% | Kein Jahr mit entsprechender Performance |
+10% | 2023, 2019, 2017, 2016, 2014, 2012 |
-10% | 2021, 2020, 2018, 2015, 2013, 1970 |
-20% | Kein Jahr mit entsprechender Performance |
-30% | 2022 |
-40% | Kein Jahr mit entsprechender Performance |
-50% | Kein Jahr mit entsprechender Performance |
< -50% | Kein Jahr mit entsprechender Performance |
-50% | +50% | ||
-40% | +40% | ||
-30% | +30% | ||
-20% | +20% | ||
-10% | +10% | ||
-0% | +0% |