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AWI BVG 25 andante/  CH0009004349  /

Fonds
NAV29/08/2024 Chg.+4.0701 Type of yield Investment Focus Investment company
1,714.3000CHF +0.24% reinvestment Mixed Fund Worldwide 1741 Fund Management ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - -0.53 -1.58 -1.81 -3.97 3.47 -2.53 -4.02 1.92 2.18 -2.09 -
2023 2.82 -1.27 0.87 1.16 -0.08 0.12 0.26 -0.50 -1.00 -1.64 2.80 1.79 +5.33%
2024 0.45 0.77 1.94 -1.38 1.28 1.24 1.19 0.07 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 4.24% 4.63% 4.12% -% -%
Sharpe ratio 1.24 1.18 1.04 - -
Best month +1.94% +1.94% +2.80% +3.47% -
Worst month -1.38% -1.38% -1.64% -4.02% -
Maximum loss -2.20% -2.20% -3.15% - -
Outperformance - - - - -
 
All quotes in CHF

Performance

YTD  
+5.66%
6 Months  
+4.38%
1 Year  
+7.81%
3 Years     -
5 Years     -
10 Years     -
Since start  
+0.03%
Year
2023  
+5.33%