Nettoperformance Valex vs. SPIEX
Jährliche Nettowachstumsrate in % (CAGR)
Nettoperformance pro Jahr in %
Jahr |
Valex |
SPIEX |
Valex vs. SPIEX |
2015 |
20.83 |
11.01 |
9.82 |
2016 |
30.24 |
8.50 |
21.74 |
2017 |
30.76 |
29.73 |
1.03 |
2018 |
-17.70 |
-17.23 |
-0.47 |
2019 |
35.18 |
30.42 |
4.76 |
2020 |
14.29 |
8.07 |
6.22 |
2021 |
32.79 |
22.19 |
10.60 |
2022 |
-22.62 |
-24.02 |
1.40 |
2023 |
12.55 |
6.53 |
6.02 |
2024 |
9.17 |
4.61 |
4.56 |
Nettoperformance pro Quartal in %
Jahr |
Quartal |
Valex |
SPIEX |
Valex vs. SPIEX |
2015 |
1 |
5.55 |
4.77 |
0.78 |
|
2 |
-0.71 |
-3.41 |
2.71 |
|
3 |
2.26 |
-1.28 |
3.54 |
|
4 |
12.74 |
11.12 |
1.62 |
2016 |
1 |
6.08 |
-0.22 |
6.30 |
|
2 |
6.67 |
1.33 |
5.34 |
|
3 |
6.55 |
6.65 |
-0.10 |
|
4 |
8.03 |
0.62 |
7.40 |
2017 |
1 |
13.89 |
9.76 |
4.13 |
|
2 |
4.08 |
7.61 |
-3.54 |
|
3 |
4.35 |
4.48 |
-0.13 |
|
4 |
5.71 |
5.12 |
0.59 |
2018 |
1 |
-0.95 |
-2.81 |
1.86 |
|
2 |
5.78 |
4.12 |
1.66 |
|
3 |
-0.18 |
0.14 |
-0.32 |
|
4 |
-21.31 |
-18.32 |
-2.99 |
2019 |
1 |
15.07 |
12.92 |
2.15 |
|
2 |
9.10 |
6.27 |
2.83 |
|
3 |
-0.97 |
0.99 |
-1.97 |
|
4 |
8.74 |
7.61 |
1.13 |
2020 |
1 |
-14.98 |
-18.52 |
3.54 |
|
2 |
12.16 |
14.51 |
-2.35 |
|
3 |
13.26 |
6.40 |
6.86 |
|
4 |
5.82 |
8.86 |
-3.04 |
2021 |
1 |
9.74 |
8.89 |
0.85 |
|
2 |
10.51 |
8.35 |
2.16 |
|
3 |
3.91 |
-0.40 |
4.31 |
|
4 |
5.37 |
3.98 |
1.39 |
2022 |
1 |
-10.55 |
-10.16 |
-0.39 |
|
2 |
-11.41 |
-14.43 |
3.02 |
|
3 |
-7.41 |
-7.91 |
0.50 |
|
4 |
5.47 |
7.32 |
-1.85 |
2023 |
1 |
14.86 |
10.00 |
4.86 |
|
2 |
1.02 |
-0.01 |
1.03 |
|
3 |
-10.56 |
-5.74 |
-4.82 |
|
4 |
8.45 |
2.75 |
5.70 |
2024 |
1 |
9.17 |
4.61 |
4.56 |
Nettoperformance pro Monat in %
Start der Strategie: 1. Januar 2015
Performanceangaben basieren auf der zeitgewichteten Rendite (TWR).
Quellen für sämtliche Performanceberechnungen: Depotbank, Bloomberg Finance L.P