Nettoperformance Valex vs. SPI
Jährliche Nettowachstumsrate in % (CAGR)
Nettoperformance pro Jahr in %
Jahr |
Valex |
SPI |
Valex vs. SPI |
2016* |
10.09 |
4.51 |
5.58 |
2017 |
19.12 |
19.91 |
-0.80 |
2018 |
-8.77 |
-8.56 |
-0.21 |
2019 |
31.31 |
30.59 |
0.71 |
2020 |
5.85 |
3.83 |
2.03 |
2021 |
30.36 |
23.39 |
6.97 |
2022 |
-19.47 |
-16.47 |
-3.00 |
2023 |
4.50 |
6.08 |
-1.57 |
Nettoperformance pro Quartal in %
Jahr |
Quartal |
Valex |
SPI |
Valex vs. SPI |
2016* |
4 |
10.09 |
4.51 |
5.58 |
2017 |
1 |
7.22 |
7.50 |
-0.28 |
|
2 |
4.41 |
5.08 |
-0.67 |
|
3 |
3.49 |
3.15 |
0.34 |
|
4 |
2.81 |
2.92 |
-0.11 |
2018 |
1 |
-2.47 |
-5.22 |
2.75 |
|
2 |
2.76 |
1.35 |
1.41 |
|
3 |
3.04 |
4.66 |
-1.62 |
|
4 |
-11.66 |
-9.04 |
-2.62 |
2019 |
1 |
14.33 |
14.35 |
-0.02 |
|
2 |
7.43 |
6.55 |
0.88 |
|
3 |
0.90 |
2.14 |
-1.24 |
|
4 |
5.96 |
4.94 |
1.02 |
2020 |
1 |
-10.65 |
-11.82 |
1.17 |
|
2 |
8.86 |
9.87 |
-1.01 |
|
3 |
6.04 |
2.32 |
3.72 |
|
4 |
2.63 |
4.74 |
-2.11 |
2021 |
1 |
3.43 |
5.16 |
-1.73 |
|
2 |
12.86 |
9.50 |
3.36 |
|
3 |
1.89 |
-1.97 |
3.86 |
|
4 |
9.61 |
9.31 |
0.30 |
2022 |
1 |
-5.33 |
-5.51 |
0.18 |
|
2 |
-11.88 |
-10.96 |
-0.92 |
|
3 |
-6.76 |
-4.83 |
-1.93 |
|
4 |
3.54 |
4.32 |
-0.78 |
2023 |
1 |
9.42 |
5.91 |
3.51 |
|
2 |
-0.42 |
2.17 |
-2.59 |
|
3 |
-6.77 |
-3.32 |
-3.45 |
|
4 |
2.88 |
1.40 |
1.48 |
Nettoperformance pro Monat in %
*Start der Strategie: 1. November 2016
Performanceangaben basieren auf der zeitgewichteten Rendite (TWR).
Quellen für sämtliche Performanceberechnungen: Depotbank, Bloomberg Finance L.P