Alpina Invest SICAV-Alpina Best Select Equity (CHF)/ LU0096826192 /
| NAV2024-07-22 | Chg.-0.0800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 15.6000CHF | -0.51% | reinvestment | Equity Worldwide | Alpina Fund M.S.A. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1999 | - | - | - | - | - | 1.90 | -2.55 | 0.70 | -1.60 | 3.35 | 8.06 | 9.73 | - |
| 2000 | -1.16 | 4.11 | 3.86 | -0.93 | -1.17 | -0.55 | 1.04 | 6.93 | -4.72 | 1.78 | -5.32 | -0.48 | +2.73% |
| 2001 | -1.37 | -2.37 | -14.41 | 17.61 | 1.66 | -2.78 | -6.48 | -5.49 | -10.29 | 0.96 | 4.84 | 2.61 | -17.50% |
| 2002 | -1.27 | -0.30 | 2.68 | -3.87 | -2.01 | -9.65 | -10.34 | 0.13 | -10.00 | 3.38 | 5.03 | -8.42 | -30.89% |
| 2003 | -5.37 | -3.89 | 0.00 | 10.73 | 2.67 | 6.70 | 2.95 | 4.86 | -3.68 | 4.56 | -0.47 | 2.84 | +22.77% |
| 2004 | 4.03 | 1.33 | -0.66 | 0.66 | -3.72 | 1.36 | -2.91 | 0.35 | 0.80 | -1.60 | 1.74 | 1.82 | +3.00% |
| 2005 | 2.13 | 1.42 | 0.65 | -2.04 | 5.04 | 3.96 | 4.21 | -0.67 | 5.72 | -4.40 | 6.52 | 3.15 | +28.19% |
| 2006 | 3.05 | 3.64 | 0.65 | 1.79 | -7.89 | -2.77 | 1.60 | 2.80 | 2.47 | 3.83 | -1.04 | 5.26 | +13.44% |
| 2007 | 3.77 | 0.74 | -1.40 | 5.00 | 2.35 | -0.49 | -3.42 | -3.47 | 0.97 | 1.48 | -9.86 | 0.49 | -4.62% |
| 2008 | -12.18 | 1.93 | -7.57 | 7.12 | 2.09 | -9.00 | -3.04 | 1.41 | -9.16 | -20.72 | -0.55 | -5.15 | -45.00% |
| 2009 | 3.23 | -8.24 | 3.41 | 6.29 | 6.20 | 0.40 | 6.21 | 4.85 | 2.02 | -2.79 | 0.96 | 4.98 | +29.91% |
| 2010 | -1.13 | 1.48 | 5.62 | 0.53 | -4.24 | -4.54 | 1.16 | -4.93 | 5.42 | 3.89 | 0.22 | 1.76 | +4.63% |
| 2011 | 0.43 | -0.21 | -0.65 | 0.76 | -3.33 | -5.45 | -3.88 | -9.55 | 2.57 | 6.07 | -4.23 | 3.90 | -13.70% |
| 2012 | 4.38 | 2.99 | 0.47 | -0.81 | -2.22 | -0.12 | 5.50 | 0.45 | 1.35 | -1.22 | 1.01 | 1.11 | +13.38% |
| 2013 | 6.51 | 0.41 | 4.95 | 1.57 | 3.09 | -4.97 | 3.55 | -1.43 | 3.29 | 2.62 | 1.73 | 0.54 | +23.59% |
| 2014 | -1.07 | 3.16 | -0.17 | -0.79 | 2.74 | 0.86 | -0.60 | 1.80 | 0.76 | 0.33 | 3.33 | 0.89 | +11.69% |
| 2015 | -8.23 | 8.96 | 1.68 | -0.55 | 2.05 | -4.02 | 4.11 | -5.65 | -4.84 | 7.08 | 3.14 | -2.27 | -0.08% |
| 2016 | -7.43 | -3.02 | 1.78 | 0.96 | 3.47 | -4.36 | 2.89 | 1.87 | 0.00 | -0.42 | 2.77 | 2.53 | +0.40% |
| 2017 | 0.56 | 3.40 | 0.77 | 2.51 | 0.96 | -0.51 | 1.62 | -1.82 | 2.66 | 3.46 | 0.91 | 1.10 | +16.64% |
| 2018 | 1.02 | -2.91 | -2.64 | 3.72 | 0.90 | -1.78 | 2.92 | -0.34 | -0.41 | -9.53 | 1.28 | -9.14 | -16.52% |
| 2019 | 8.59 | 5.05 | -0.72 | 5.99 | -4.09 | 0.64 | 2.33 | -3.31 | 2.28 | 1.95 | 4.10 | 0.85 | +25.51% |
| 2020 | 0.72 | -4.08 | -16.32 | 10.31 | 4.24 | 1.05 | 2.91 | 2.83 | 0.20 | -3.07 | 8.43 | 3.24 | +8.08% |
| 2021 | 1.87 | 1.66 | 1.40 | 2.76 | -1.01 | 4.63 | 0.32 | 2.80 | -3.56 | 1.68 | -2.08 | 2.07 | +12.96% |
| 2022 | -11.42 | -3.07 | 3.85 | -7.12 | -2.26 | -7.71 | 3.93 | -1.58 | -8.94 | 6.29 | 3.32 | -4.96 | -27.37% |
| 2023 | 8.45 | -0.75 | -0.96 | -0.28 | 1.59 | 0.27 | 0.14 | -2.44 | -2.99 | -6.08 | 7.62 | 1.27 | +5.07% |
| 2024 | 2.03 | 3.98 | 3.56 | -2.80 | 2.29 | -0.70 | 0.58 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 7.32% | 7.14% | 7.92% | 11.90% | 12.22% |
| Sharpe ratio | 1.82 | 2.22 | 0.37 | -0.76 | -0.17 |
| Best month | +3.98% | +3.98% | +7.62% | +8.45% | +10.31% |
| Worst month | -2.80% | -2.80% | -6.08% | -11.42% | -16.32% |
| Maximum loss | -4.26% | -4.26% | -11.71% | -33.57% | -33.57% |
| Outperformance | +11.20% | - | +14.48% | +11.06% | +10.45% |
All quotes in CHF
Performance
| YTD | +9.09% | ||
|---|---|---|---|
| 6 Months | +9.32% | ||
| 1 Year | +6.56% | ||
| 3 Years | -15.08% | ||
| 5 Years | +8.56% | ||
| 10 Years | +32.99% | ||
| Since start | +56.00% | ||
| Year | |||
| 2023 | +5.07% | ||
| 2022 | -27.37% | ||
| 2021 | +12.96% | ||
| 2020 | +8.08% | ||
| 2019 | +25.51% | ||
| 2018 | -16.52% | ||
| 2017 | +16.64% | ||
| 2016 | +0.40% | ||
| 2015 | -0.08% | ||
