Alpha Star Aktien A/ LU1070113235 /
| NAV2024-11-04 | Chg.-1.5300 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 215.6900EUR | -0.70% | paying dividend | Equity Mixed Sectors | Hauck & Aufhäuser ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | - | - | - | - | - | -0.94 | 2.11 | 0.00 | - |
| 2015 | 3.66 | 4.51 | 1.29 | 1.03 | 0.84 | -2.32 | 3.34 | -2.98 | -5.06 | 8.14 | 3.68 | -1.78 | +14.47% |
| 2016 | -3.39 | 0.67 | 4.95 | 2.73 | -1.37 | -3.08 | 2.23 | 3.69 | 1.98 | 3.36 | 1.31 | 3.31 | +17.22% |
| 2017 | 6.95 | 2.55 | 2.24 | 2.23 | 7.96 | 0.02 | 1.55 | -1.15 | 3.24 | 1.26 | -0.36 | 1.95 | +31.95% |
| 2018 | 2.30 | -0.66 | -2.93 | 0.39 | 2.17 | -2.65 | 3.26 | -0.69 | -3.22 | -7.09 | -1.40 | -9.41 | -18.87% |
| 2019 | 14.17 | -1.03 | 0.26 | 5.24 | 2.55 | 0.16 | -1.51 | -3.08 | 6.45 | 2.27 | 6.40 | 2.79 | +39.19% |
| 2020 | 2.09 | -1.56 | -18.73 | 17.70 | 2.65 | 4.57 | 0.67 | 12.68 | 1.08 | -6.99 | 15.93 | 6.88 | +36.36% |
| 2021 | 5.81 | 0.69 | -0.72 | 6.86 | 1.99 | 2.77 | 3.56 | 2.56 | -4.66 | 5.57 | -5.37 | 1.70 | +21.92% |
| 2022 | -12.62 | -4.26 | 3.12 | -5.29 | -0.98 | -11.79 | 3.95 | -5.57 | -14.67 | 10.15 | 7.93 | -1.90 | -30.27% |
| 2023 | 6.89 | -2.96 | -1.69 | -0.41 | 1.50 | 0.28 | -0.82 | -1.80 | -5.94 | -4.24 | 12.31 | 1.07 | +2.92% |
| 2024 | 1.89 | -2.65 | 1.03 | -1.04 | 2.15 | -3.51 | -1.67 | -3.04 | -1.57 | -1.59 | -0.70 | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.88% | 12.25% | 12.82% | 18.11% | 19.61% |
| Sharpe ratio | -1.18 | -1.74 | -0.49 | -1.01 | 0.00 |
| Best month | +2.15% | +2.15% | +12.31% | +12.31% | +17.70% |
| Worst month | -3.51% | -3.51% | -3.51% | -14.67% | -18.73% |
| Maximum loss | -15.32% | -14.20% | -15.32% | -44.56% | -44.56% |
| Outperformance | +11.28% | - | +15.04% | +23.41% | +54.67% |
All quotes in EUR
Performance
| YTD | -10.36% | ||
|---|---|---|---|
| 6 Months | -9.54% | ||
| 1 Year | -3.22% | ||
| 3 Years | -39.11% | ||
| 5 Years | +16.33% | ||
| 10 Years | +114.94% | ||
| Since start | +115.69% | ||
| Year | |||
| 2023 | +2.92% | ||
| 2022 | -30.27% | ||
| 2021 | +21.92% | ||
| 2020 | +36.36% | ||
| 2019 | +39.19% | ||
| 2018 | -18.87% | ||
| 2017 | +31.95% | ||
| 2016 | +17.22% | ||
| 2015 | +14.47% | ||
