DetailsChartProfilRisikomatrixNachrichtenDokumente

Alma Platinum IV Systematic Alpha Class R1C-C CHF/  LU0627757692  /

Fonds
NAV23.08.2024 Diff.+1,5195 Ertragstyp Ausrichtung Fondsgesellschaft
11.566,0498CHF +0,01% thesaurierend Alternative Investments weltweit Alma Capital IM ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2017 - - - -0,89 0,34 -2,26 -0,35 2,72 -2,26 2,49 1,67 2,45 -
2018 3,95 -5,27 -0,72 1,24 -0,72 0,79 -0,57 0,88 -0,22 -2,38 1,21 -2,46 -4,48%
2019 -2,05 0,66 1,40 1,40 -0,08 -1,97 2,38 4,42 -2,84 -2,12 -1,67 0,50 -0,23%
2020 -0,94 -3,56 -5,08 -0,70 -3,57 -3,64 -2,07 -3,22 0,04 -0,29 -1,35 4,51 -18,44%
2021 -0,15 3,04 0,39 2,08 2,28 -1,69 0,76 0,38 0,87 0,91 -4,93 1,17 +4,98%
2022 2,11 2,88 7,75 4,07 -0,52 0,44 -2,31 2,51 2,43 0,10 -3,22 -0,06 +16,91%
2023 -0,64 2,47 -3,48 3,23 1,59 2,38 -0,70 0,96 2,14 0,12 -1,05 -1,51 +5,43%
2024 2,03 3,84 2,62 1,91 -1,85 -1,58 -2,03 -1,22 - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,81% 6,13% 5,67% 7,73% 8,32%
Sharpe Ratio 0,36 -1,34 0,00 0,61 -0,34
Bester Monat +3,84% +3,84% +3,84% +7,75% +7,75%
Schlechtester Monat -2,03% -2,03% -2,03% -4,93% -5,08%
Maximaler Verlust -7,59% -7,59% -7,59% -7,59% -27,21%
Outperformance +4,26% - -6,53% -13,16% -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Alma Platinum IV Systematic Alph... thesaurierend 128,0200 +4,24% +28,99%
Alma Platinum IV Systematic Alph... thesaurierend 116.209,4922 +6,56% +34,54%
Alma Platinum IV Systematic Alph... thesaurierend 28.514,9004 +5,73% +33,97%
Alma Platinum IV Systematic Alph... thesaurierend 11.566,0498 +3,52% +26,75%
Alma Platinum IV Systematic Alph... thesaurierend 154,9100 +6,57% +33,61%
Alma Platinum IV Systematic Alph... thesaurierend 177,4200 +8,19% +39,19%
Alma Platinum IV Systematic Alph... thesaurierend 158,2500 +7,94% +38,39%
Alma Platinum IV Systematic Alph... ausschüttend 140,9800 +7,87% +38,42%
Alma Platinum IV Systematic Alph... thesaurierend 143,1700 +8,09% +38,95%
Alma Platinum IV Systematic Alph... ausschüttend 128,1500 +7,87% +38,27%
Alma Platinum IV Systematic Alph... thesaurierend 12.300,4902 +6,47% +33,21%
Alma Platinum IV Systematic Alph... thesaurierend 13.466,2197 +6,48% +33,29%
Alma Platinum IV Systematic Alph... thesaurierend 16.167,4805 +7,37% +36,61%
Alma Platinum IV Systematic Alph... thesaurierend 14.067,2998 +7,77% +38,06%
Alma Platinum IV Systematic Alph... thesaurierend 14.342,9004 +7,10% +35,96%
Alma Platinum IV Systematic Alph... thesaurierend 13.704,6904 +8,05% +38,58%
Alma Platinum IV Systematic Alph... thesaurierend 13.847,0303 +5,81% +31,02%

Performance

lfd. Jahr  
+3,57%
6 Monate
  -2,37%
1 Jahr  
+3,52%
3 Jahre  
+26,75%
5 Jahre  
+3,66%
10 Jahre     -
seit Beginn  
+6,88%
Jahr
2023  
+5,43%
2022  
+16,91%
2021  
+4,98%
2020
  -18,44%
2019
  -0,23%
2018
  -4,48%