Alma Platinum IV Systematic Alpha Class R1C-C CHF/ LU0627757692 /
| NAV22.07.2024 | Diff.-29.2695 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 11'864.5400CHF | -0.25% | thesaurierend | Alternative Investments weltweit | Alma Capital IM ▶ |
Monatliche Performance
| Jan | 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 | -0.72 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.72% | 5.96% | 5.57% | 7.76% | 8.31% |
| Sharpe Ratio | 1.38 | 0.88 | 0.58 | 0.70 | -0.19 |
| Bester Monat | +3.84% | +3.84% | +3.84% | +7.75% | +7.75% |
| Schlechtester Monat | -1.85% | -1.85% | -1.85% | -4.93% | -5.08% |
| Maximaler Verlust | -4.46% | -4.46% | -4.46% | -7.42% | -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 | 118'917.7578 | +10.03% | +37.66% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 131.2500 | +7.64% | +32.23% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 29'212.9707 | +9.22% | +37.25% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 11'864.5400 | +6.90% | +29.89% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 158.6100 | +10.09% | +36.79% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 181.4100 | +11.75% | +42.44% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 161.9000 | +11.53% | +41.63% | |
| Alma Platinum IV Systematic Alph... | ausschüttend | 144.2400 | +11.47% | +41.70% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 146.3800 | +11.63% | +42.19% | |
| Alma Platinum IV Systematic Alph... | ausschüttend | 131.1000 | +11.45% | +41.52% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 12'595.0703 | +9.99% | +36.41% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 12'470.6797 | +9.05% | +33.44% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 13'788.7598 | +9.99% | +36.49% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 16'541.5293 | +10.90% | +39.79% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 14'394.3496 | +11.37% | +41.29% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 14'684.2803 | +10.68% | +39.17% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 14'014.0596 | +11.59% | +41.82% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 14'183.5596 | +9.28% | +34.10% |
Performance
| lfd. Jahr | +6.25% | ||
|---|---|---|---|
| 6 Monate | +4.37% | ||
| 1 Jahr | +6.90% | ||
| 3 Jahre | +29.89% | ||
| 5 Jahre | +11.14% | ||
| 10 Jahre | - | ||
| seit Beginn | +9.64% | ||
| Jahr | |||
| 2023 | +5.43% | ||
| 2022 | +16.91% | ||
| 2021 | +4.98% | ||
| 2020 | -18.44% | ||
| 2019 | -0.23% | ||
| 2018 | -4.48% | ||
