Die Performance der SWX ID FINANCE TR (Total Return) liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des SWX ID FINANCE TR (Total Return) (CH0022647934) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
---|---|---|---|---|---|---|
Performance | +11,20 % | +7,59 % | +9,09 % | +16,56 % | +27,86 % | +60,63 % |
Hoch | 1.674,67 | 1.674,67 | 1.674,67 | 1.674,67 | 1.674,67 | 1.674,67 |
Tief | 1.465,53 | 1.528,58 | 1.528,58 | 1.436,53 | 1.255,74 | 723,83 |
Volatilität | - | - | - | - | - | - |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2024 | 1.508,16 | - | +11,20 % |
2023 | 1.281,07 | 1.504,41 | +17,43 % |
2022 | 1.375,09 | 1.263,47 | -8,12 % |
2021 | 1.183,25 | 1.369,58 | +15,75 % |
2020 | 1.182,23 | 1.171,31 | -0,92 % |
2019 | 922,72 | 1.180,99 | +27,99 % |
2018 | 1.094,97 | 927,15 | -15,33 % |
2017 | 934,13 | 1.086,75 | +16,34 % |
2016 | 943,90 | 920,55 | -2,47 % |
2015 | 888,85 | 956,90 | +7,66 % |
2014 | 806,47 | 887,59 | +10,06 % |
2013 | 685,37 | 810,85 | +18,31 % |
2012 | 566,94 | 668,56 | +17,92 % |
2011 | 704,15 | 557,05 | -20,89 % |
2010 | 721,28 | 699,87 | -2,97 % |
2009 | 614,65 | 715,22 | +16,36 % |
2008 | 1.156,94 | 577,37 | -50,10 % |
2007 | 1.402,51 | 1.183,06 | -15,65 % |
2006 | 1.125,75 | 1.379,96 | +22,58 % |
2005 | 874,24 | 1.118,28 | +27,91 % |
1970 | 1.514,09 | 1.514,35 | +0,02 % |
2004 | nan | |||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | inf | inf | ||||||||||||||||||
2006 | inf | inf | 23.40 | |||||||||||||||||
2007 | inf | inf | 2.86 | -14.27 | ||||||||||||||||
2008 | inf | inf | -19.78 | -35.32 | -51.20 | |||||||||||||||
2009 | inf | inf | -10.57 | -19.67 | -22.25 | 23.88 | ||||||||||||||
2010 | inf | inf | -8.95 | -15.61 | -16.05 | 10.10 | -2.15 | |||||||||||||
2011 | inf | inf | -10.97 | -16.59 | -17.16 | -1.19 | -11.75 | -20.41 | ||||||||||||
2012 | inf | inf | -7.09 | -11.38 | -10.79 | 3.73 | -2.22 | -2.26 | 20.02 | |||||||||||
2013 | inf | inf | -3.94 | -7.31 | -6.10 | 7.03 | 3.19 | 5.03 | 20.65 | 21.28 | ||||||||||
2014 | inf | inf | -2.53 | -5.37 | -4.02 | 7.43 | 4.41 | 6.12 | 16.80 | 15.22 | 9.46 | |||||||||
2015 | inf | inf | -1.55 | -3.99 | -2.62 | 7.48 | 4.97 | 6.46 | 14.48 | 12.70 | 8.63 | 7.81 | ||||||||
2016 | inf | inf | -1.75 | -3.97 | -2.75 | 6.00 | 3.67 | 4.67 | 10.57 | 8.32 | 4.32 | 1.84 | -3.80 | |||||||
2017 | inf | inf | -0.24 | -2.15 | -0.85 | 7.28 | 5.37 | 6.49 | 11.78 | 10.20 | 7.60 | 6.98 | 6.57 | 18.05 | ||||||
2018 | inf | inf | -1.43 | -3.26 | -2.19 | 4.85 | 2.93 | 3.58 | 7.55 | 5.60 | 2.72 | 1.10 | -1.05 | 0.36 | -14.69 | |||||
2019 | inf | inf | 0.39 | -1.19 | -0.01 | 6.72 | 5.14 | 5.99 | 9.85 | 8.47 | 6.47 | 5.88 | 5.40 | 8.66 | 4.25 | 27.38 | ||||
2020 | inf | inf | 0.31 | -1.16 | -0.08 | 6.07 | 4.59 | 5.28 | 8.61 | 7.26 | 5.39 | 4.73 | 4.13 | 6.21 | 2.53 | 12.40 | -0.82 | |||
2021 | inf | inf | 1.28 | -0.05 | 1.05 | 6.87 | 5.56 | 6.29 | 9.41 | 8.29 | 6.77 | 6.39 | 6.16 | 8.27 | 5.95 | 13.89 | 7.69 | 16.93 | ||
2022 | inf | inf | 0.72 | -0.55 | 0.44 | 5.75 | 4.47 | 5.05 | 7.73 | 6.57 | 5.05 | 4.51 | 4.05 | 5.42 | 3.06 | 8.04 | 2.28 | 3.86 | -7.75 | |
2023 | inf | inf | 1.66 | 0.51 | 1.51 | 6.59 | 5.45 | 6.06 | 8.63 | 7.65 | 6.38 | 6.04 | 5.82 | 7.27 | 5.57 | 10.16 | 6.24 | 8.70 | 4.81 | 19.07 |
Ø | nan | inf | -2.12 | -8.31 | -8.32 | 7.24 | 2.40 | 2.95 | 12.17 | 10.14 | 6.28 | 5.03 | 3.41 | 7.75 | 1.11 | 14.38 | 3.85 | 9.83 | -1.47 | 19.07 |
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% | 2019, 2006, 2005 |
+20% | 2023, 2021, 2017, 2014, 2013, 2012, 2009 |
+10% | 2015, 1970 |
-10% | 2022, 2020, 2016, 2010 |
-20% | 2018, 2007 |
-30% | 2011 |
-40% | Kein Jahr mit entsprechender Performance |
-50% | Kein Jahr mit entsprechender Performance |
< -50% | 2008 |
-50% | +50% | ||
-40% | +40% | ||
-30% | +30% | ||
-20% | +20% | ||
-10% | +10% | ||
-0% | +0% |