ART Top 50 Smart ESG Convertibles UI CHF/  DE000A3C5CB2  /

Fonds
NAV04/11/2024 Chg.-0.2300 Type of yield Investment Focus Investment company
70.5500CHF -0.32% reinvestment Bonds Worldwide Universal-Investment 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - - - - - - - - - - - -0.28 -
2022 -4.15 -3.01 -2.26 -4.03 -2.53 -8.30 0.65 -0.44 -7.94 4.44 2.22 -1.33 -24.26%
2023 5.55 -2.30 -0.08 -2.45 -0.94 2.41 -1.10 -3.64 -1.74 -3.99 3.26 2.14 -3.30%
2024 -2.31 3.61 3.01 -1.43 1.13 -1.57 -1.20 -1.87 1.50 0.03 0.36 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.08% 9.79% 8.92% -% -%
Sharpe ratio -0.20 -0.78 0.11 - -
Best month +3.61% +1.50% +3.61% +5.55% -
Worst month -2.31% -1.87% -2.31% -8.30% -
Maximum loss -9.84% -9.84% -9.84% - -
Outperformance - - - - -
 
All quotes in CHF

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
ART Top 50 Smart ESG Convertible... paying dividend 76.2100 +6.76% -20.20%
ART Top 50 Smart ESG Convertible... paying dividend 100.4600 +6.79% -
ART Top 50 Smart ESG Convertible... reinvestment 70.5500 +4.06% -29.45%
ART Top 50 Smart ESG Convertible... paying dividend 87.9700 +6.76% -20.23%
ART Top 50 Smart ESG Convertible... paying dividend 100.4600 +6.80% -
ART Top 50 Smart ESG Convertible... reinvestment 103.6000 +6.74% -
ART Top 50 Smart ESG Convertible... paying dividend 90.1600 +6.49% -20.87%

Performance

YTD  
+1.06%
6 Months
  -2.30%
1 Year  
+4.06%
3 Years
  -29.45%
5 Years     -
10 Years     -
Since start
  -29.45%
Year
2023
  -3.30%
2022
  -24.26%