Die Performance der Total Return (Investmentgesellschaften Index mit Dividendenkorrektur) liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des Total Return (Investmentgesellschaften Index mit Dividendenkorrektur) (CH0009110757) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
---|---|---|---|---|---|---|
Performance | +0,11 % | -6,80 % | -0,39 % | +19,46 % | -5,14 % | -11,13 % |
Hoch | 2.841,90 | 2.772,94 | 2.841,90 | 2.841,90 | 2.841,90 | 4.568,00 |
Tief | 2.456,85 | 2.530,41 | 2.530,41 | 2.141,85 | 2.138,58 | 2.003,09 |
Volatilität | - | - | - | - | - | - |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2024 | 2.579,72 | - | +0,11 % |
2023 | 2.947,89 | 2.550,96 | -13,46 % |
2022 | 4.086,73 | 2.952,75 | -27,75 % |
2021 | 3.641,76 | 4.073,44 | +11,85 % |
2020 | 2.994,55 | 3.627,77 | +21,15 % |
2019 | 2.428,74 | 2.981,18 | +22,75 % |
2018 | 2.483,05 | 2.416,08 | -2,70 % |
2017 | 1.984,50 | 2.451,62 | +23,54 % |
2016 | 1.941,00 | 1.984,11 | +2,22 % |
2015 | 1.631,99 | 1.957,15 | +19,92 % |
2014 | 1.045,20 | 1.624,52 | +55,43 % |
2013 | 764,24 | 1.044,30 | +36,65 % |
2012 | 617,12 | 761,33 | +23,37 % |
2011 | 566,09 | 617,51 | +9,08 % |
2010 | 546,68 | 570,66 | +4,39 % |
2009 | 450,61 | 552,26 | +22,56 % |
2008 | 936,81 | 462,74 | -50,60 % |
2007 | 883,21 | 947,64 | +7,29 % |
2006 | 762,17 | 885,62 | +16,20 % |
2005 | 732,31 | 766,70 | +4,70 % |
1970 | 2.583,66 | 2.616,59 | +1,27 % |
2004 | nan | |||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | inf | inf | ||||||||||||||||||
2006 | inf | inf | 15.51 | |||||||||||||||||
2007 | inf | inf | 11.18 | 7.00 | ||||||||||||||||
2008 | inf | inf | -15.49 | -27.72 | -51.17 | |||||||||||||||
2009 | inf | inf | -7.87 | -14.57 | -23.66 | 19.35 | ||||||||||||||
2010 | inf | inf | -5.74 | -10.41 | -15.55 | 11.05 | 3.33 | |||||||||||||
2011 | inf | inf | -3.54 | -6.96 | -10.15 | 10.10 | 5.74 | 8.21 | ||||||||||||
2012 | inf | inf | -0.10 | -2.49 | -4.28 | 13.26 | 11.30 | 15.50 | 23.29 | |||||||||||
2013 | inf | inf | 3.94 | 2.38 | 1.63 | 17.68 | 17.27 | 22.32 | 30.04 | 37.17 | ||||||||||
2014 | inf | inf | 8.70 | 7.88 | 8.00 | 23.28 | 24.08 | 29.89 | 38.05 | 46.08 | 55.56 | |||||||||
2015 | inf | inf | 9.82 | 9.21 | 9.49 | 22.88 | 23.48 | 27.95 | 33.43 | 36.99 | 36.90 | 20.48 | ||||||||
2016 | inf | inf | 9.03 | 8.40 | 8.56 | 19.96 | 20.05 | 23.08 | 26.29 | 27.06 | 23.85 | 10.51 | 1.38 | |||||||
2017 | inf | inf | 10.17 | 9.70 | 9.97 | 20.35 | 20.48 | 23.15 | 25.84 | 26.35 | 23.78 | 14.70 | 11.92 | 23.56 | ||||||
2018 | inf | inf | 9.23 | 8.72 | 8.88 | 17.97 | 17.82 | 19.77 | 21.52 | 21.22 | 18.27 | 10.43 | 7.27 | 10.35 | -1.45 | |||||
2019 | inf | inf | 10.19 | 9.79 | 10.02 | 18.45 | 18.37 | 20.17 | 21.75 | 21.53 | 19.10 | 12.91 | 11.09 | 14.54 | 10.27 | 23.39 | ||||
2020 | inf | inf | 10.92 | 10.60 | 10.88 | 18.72 | 18.66 | 20.32 | 21.74 | 21.55 | 19.47 | 14.33 | 13.14 | 16.28 | 13.95 | 22.54 | 21.69 | |||
2021 | inf | inf | 11.00 | 10.71 | 10.98 | 18.21 | 18.12 | 19.56 | 20.76 | 20.48 | 18.55 | 14.03 | 12.99 | 15.47 | 13.53 | 19.02 | 16.89 | 12.28 | ||
2022 | inf | inf | 8.25 | 7.82 | 7.87 | 14.15 | 13.76 | 14.68 | 15.29 | 14.52 | 12.24 | 7.76 | 6.05 | 6.85 | 3.79 | 5.14 | -0.32 | -9.78 | -27.51 | |
2023 | inf | inf | 6.91 | 6.42 | 6.38 | 12.05 | 11.55 | 12.21 | 12.55 | 11.62 | 9.34 | 5.14 | 3.37 | 3.66 | 0.66 | 1.09 | -3.82 | -11.08 | -20.86 | -13.61 |
Ø | nan | inf | 5.12 | 2.15 | -0.76 | 17.16 | 16.00 | 19.75 | 24.21 | 25.87 | 23.71 | 12.25 | 8.40 | 12.96 | 6.79 | 14.24 | 8.61 | -2.86 | -24.19 | -13.61 |
2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
> +50% | 2014 |
+50% | Kein Jahr mit entsprechender Performance |
+40% | 2013 |
+30% | 2020, 2019, 2017, 2012, 2009 |
+20% | 2021, 2015, 2006 |
+10% | 2016, 2011, 2010, 2007, 2005, 1970 |
-10% | 2018 |
-20% | 2023 |
-30% | 2022 |
-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% |