Die Performance der Capital Southwest liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des Capital Southwest (US1405011073) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
---|---|---|---|---|---|---|
Performance | +10,83 % | -2,67 % | +7,69 % | +13,08 % | +33,33 % | +19,58 % |
Hoch | 27,22 | 27,22 | 27,22 | 27,22 | 27,22 | 28,40 |
Tief | 23,09 | 25,11 | 23,29 | 22,87 | 18,84 | 7,39 |
Volatilität | +22,93 % | +21,34 % | +20,11 % | +19,86 % | +18,71 % | +22,75 % |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2024 | 23,640 | - | +10,83 % |
2023 | 17,240 | 23,700 | +37,47 % |
2022 | 25,46 | 17,100 | -32,84 % |
2021 | 18,160 | 25,28 | +39,21 % |
2020 | 20,810 | 17,750 | -14,70 % |
2019 | 19,750 | 20,810 | +5,37 % |
2018 | 16,650 | 19,220 | +15,44 % |
2017 | 16,220 | 16,550 | +2,03 % |
2016 | 13,880 | 16,150 | +16,35 % |
2015 | 11,609 | 13,880 | +19,56 % |
2014 | 10,630 | 11,597 | +9,09 % |
2013 | 7,7762 | 10,667 | +37,18 % |
2012 | 6,3483 | 7,6194 | +20,02 % |
2011 | 8,0369 | 6,2367 | -22,40 % |
2010 | 6,0822 | 7,9383 | +30,52 % |
2009 | 8,3864 | 6,0264 | -28,14 % |
2008 | 9,0044 | 8,2717 | -8,14 % |
2007 | 9,7431 | 9,0549 | -7,06 % |
2006 | 22,503 | 9,6544 | -57,10 % |
2005 | 19,450 | 22,625 | +16,32 % |
2004 | 61,15 | 19,630 | -67,90 % |
2003 | 50,25 | 62,00 | +23,38 % |
2002 | 65,52 | 50,21 | -23,37 % |
2001 | 67,47 | 66,00 | -2,17 % |
2004 | -68.34 | |||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | -39.59 | 15.26 | ||||||||||||||||||
2006 | -46.20 | -29.87 | -57.33 | |||||||||||||||||
2007 | -38.18 | -22.73 | -36.74 | -6.21 | ||||||||||||||||
2008 | -33.16 | -19.43 | -28.50 | -7.44 | -8.65 | |||||||||||||||
2009 | -32.19 | -21.04 | -28.16 | -14.54 | -18.42 | -27.14 | ||||||||||||||
2010 | -25.45 | -14.01 | -18.90 | -4.78 | -4.29 | -2.04 | 31.73 | |||||||||||||
2011 | -24.96 | -15.11 | -19.33 | -8.37 | -8.90 | -8.98 | 1.73 | -21.44 | ||||||||||||
2012 | -20.78 | -11.16 | -14.40 | -3.87 | -3.39 | -2.03 | 8.13 | -2.03 | 22.17 | |||||||||||
2013 | -16.14 | -6.55 | -8.97 | 1.44 | 2.77 | 5.22 | 15.34 | 10.35 | 30.78 | 40.00 | ||||||||||
2014 | -14.14 | -5.13 | -7.16 | 2.32 | 3.60 | 5.79 | 13.99 | 9.94 | 22.97 | 23.37 | 8.72 | |||||||||
2015 | -11.73 | -3.10 | -4.77 | 4.12 | 5.48 | 7.67 | 14.92 | 11.82 | 22.14 | 22.13 | 14.07 | 19.69 | ||||||||
2016 | -9.83 | -1.61 | -3.02 | 5.28 | 6.64 | 8.72 | 15.12 | 12.57 | 20.96 | 20.66 | 14.83 | 18.01 | 16.35 | |||||||
2017 | -9.00 | -1.30 | -2.57 | 5.02 | 6.22 | 8.01 | 13.46 | 11.07 | 17.66 | 16.78 | 11.61 | 12.59 | 9.20 | 2.48 | ||||||
2018 | -7.51 | -0.15 | -1.25 | 5.91 | 7.08 | 8.80 | 13.75 | 11.69 | 17.44 | 16.67 | 12.50 | 13.46 | 11.46 | 9.09 | 16.13 | |||||
2019 | -6.60 | 0.39 | -0.60 | 6.09 | 7.18 | 8.75 | 13.19 | 11.30 | 16.26 | 15.43 | 11.78 | 12.41 | 10.65 | 8.82 | 12.13 | 8.27 | ||||
2020 | -7.09 | -0.63 | -1.60 | 4.45 | 5.31 | 6.57 | 10.32 | 8.38 | 12.32 | 11.15 | 7.55 | 7.35 | 5.04 | 2.39 | 2.36 | -3.90 | -14.70 | |||
2021 | -4.86 | 1.50 | 0.70 | 6.63 | 7.61 | 8.97 | 12.69 | 11.10 | 15.02 | 14.25 | 11.39 | 11.78 | 10.51 | 9.38 | 11.17 | 9.57 | 10.22 | 42.42 | ||
2022 | -6.55 | -0.76 | -1.63 | 3.64 | 4.33 | 5.32 | 8.35 | 6.60 | 9.60 | 8.42 | 5.38 | 4.97 | 3.03 | 0.96 | 0.66 | -2.88 | -6.34 | -1.85 | -32.36 | |
2023 | -4.69 | 1.00 | 0.26 | 5.42 | 6.20 | 7.27 | 10.28 | 8.78 | 11.77 | 10.87 | 8.31 | 8.27 | 6.92 | 5.63 | 6.17 | 4.28 | 3.30 | 10.12 | -3.18 | 38.60 |
Ø | -21.35 | -7.08 | -13.00 | 0.30 | 1.17 | 2.73 | 13.07 | 6.93 | 18.26 | 18.16 | 10.61 | 12.06 | 9.14 | 5.53 | 8.10 | 3.07 | -1.88 | 16.90 | -17.77 | 38.60 |
2003 | 2004 | 2005 | 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% | 2023, 2021, 2013, 2010 |
+30% | 2012, 2003 |
+20% | 2018, 2016, 2015, 2005 |
+10% | 2019, 2017, 2014 |
-10% | 2008, 2007, 2001 |
-20% | 2020 |
-30% | 2011, 2009, 2002 |
-40% | 2022 |
-50% | Kein Jahr mit entsprechender Performance |
< -50% | 2006, 2004 |
-50% | +50% | ||
-40% | +40% | ||
-30% | +30% | ||
-20% | +20% | ||
-10% | +10% | ||
-0% | +0% |