Die Performance der Wilshire US Small-Cap Value Index liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des Wilshire US Small-Cap Value Index wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
---|---|---|---|---|---|---|
Performance | +2,06 % | -0,29 % | +7,29 % | +21,75 % | +20,76 % | +31,09 % |
Hoch | 14.405,67 | 14.114,34 | 14.405,67 | 14.405,67 | 14.405,67 | 14.977,88 |
Tief | 12.522,61 | 13.018,42 | 12.932,69 | 11.087,07 | 10.546,79 | 5.913,97 |
Volatilität | - | - | - | - | - | - |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2024 | 13.707,26 | - | +2,06 % |
2023 | 11.897,40 | 13.707,26 | +15,21 % |
2022 | 14.206,36 | 11.897,40 | -16,25 % |
2021 | 11.231,40 | 14.206,36 | +26,49 % |
2020 | 10.837,64 | 11.231,40 | +3,63 % |
2019 | 9.088,44 | 10.879,43 | +19,71 % |
2018 | 10.662,73 | 9.092,28 | -14,73 % |
2017 | 10.242,97 | 10.626,49 | +3,74 % |
2016 | 8.236,46 | 10.177,59 | +23,57 % |
2015 | 8.872,65 | 8.236,46 | -7,17 % |
2014 | 8.346,58 | 8.872,65 | +6,30 % |
2013 | 6.396,02 | 8.346,58 | +30,50 % |
2012 | 5.407,02 | 6.396,02 | +18,29 % |
2011 | 5.834,72 | 5.407,02 | -7,33 % |
2010 | 4.693,15 | 5.834,72 | +24,32 % |
2009 | 3.497,02 | 4.693,15 | +34,20 % |
2008 | 5.460,37 | 3.497,20 | -35,95 % |
2007 | 5.869,42 | 5.460,38 | -6,97 % |
2006 | 5.522,41 | 5.827,39 | +5,52 % |
2007 | -6.30 | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2008 | -22.53 | -35.95 | |||||||||||||||
2009 | -6.96 | -7.29 | 34.20 | ||||||||||||||
2010 | 0.03 | 2.23 | 29.17 | 24.32 | |||||||||||||
2011 | -1.49 | -0.25 | 15.63 | 7.34 | -7.33 | ||||||||||||
2012 | 1.56 | 3.21 | 16.29 | 10.87 | 4.70 | 18.29 | |||||||||||
2013 | 5.27 | 7.33 | 19.00 | 15.48 | 12.68 | 24.24 | 30.50 | ||||||||||
2014 | 5.40 | 7.18 | 16.79 | 13.58 | 11.05 | 17.95 | 17.78 | 6.30 | |||||||||
2015 | 3.92 | 5.27 | 13.02 | 9.83 | 7.14 | 11.10 | 8.80 | -0.66 | -7.17 | ||||||||
2016 | 5.73 | 7.16 | 14.29 | 11.69 | 9.72 | 13.48 | 12.31 | 6.83 | 7.10 | 23.57 | |||||||
2017 | 5.61 | 6.88 | 13.14 | 10.76 | 8.94 | 11.92 | 10.69 | 6.22 | 6.20 | 13.59 | 4.41 | ||||||
2018 | 3.78 | 4.74 | 10.03 | 7.62 | 5.70 | 7.71 | 6.04 | 1.73 | 0.61 | 3.35 | -5.48 | -14.44 | |||||
2019 | 4.92 | 5.91 | 10.87 | 8.77 | 7.17 | 9.13 | 7.88 | 4.52 | 4.16 | 7.21 | 2.25 | 1.18 | 19.66 | ||||
2020 | 4.80 | 5.70 | 10.21 | 8.26 | 6.77 | 8.46 | 7.29 | 4.33 | 4.01 | 6.40 | 2.49 | 1.86 | 11.14 | 3.24 | |||
2021 | 6.12 | 7.07 | 11.39 | 9.67 | 8.43 | 10.14 | 9.27 | 6.87 | 6.96 | 9.51 | 6.90 | 7.53 | 16.04 | 14.27 | 26.49 | ||
2022 | 4.56 | 5.33 | 9.14 | 7.42 | 6.12 | 7.43 | 6.40 | 4.02 | 3.73 | 5.39 | 2.64 | 2.29 | 6.95 | 3.03 | 2.92 | -16.25 | |
2023 | 5.16 | 5.92 | 9.53 | 7.96 | 6.79 | 8.06 | 7.18 | 5.09 | 4.95 | 6.57 | 4.35 | 4.33 | 8.56 | 5.95 | 6.87 | -1.77 | 15.21 |
Ø | 1.15 | 1.90 | 15.51 | 10.97 | 6.76 | 12.33 | 11.29 | 4.53 | 3.39 | 9.45 | 2.51 | 0.46 | 12.47 | 6.62 | 12.09 | -9.01 | 15.21 |
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% | 2013, 2009 |
+30% | 2021, 2016, 2010 |
+20% | 2023, 2019, 2012 |
+10% | 2020, 2017, 2014, 2006 |
-10% | 2015, 2011, 2007 |
-20% | 2022, 2018 |
-30% | Kein Jahr mit entsprechender Performance |
-40% | 2008 |
-50% | Kein Jahr mit entsprechender Performance |
< -50% | Kein Jahr mit entsprechender Performance |
-50% | +50% | ||
-40% | +40% | ||
-30% | +30% | ||
-20% | +20% | ||
-10% | +10% | ||
-0% | +0% |