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AWI BVG 35 allegro/  CH0002875646  /

Fonds
NAV2024-08-29 Chg.+7.8201 Type of yield Investment Focus Investment company
2,487.3701CHF +0.32% reinvestment Mixed Fund Worldwide 1741 Fund Management ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - -0.09 -1.50 -2.06 -4.50 3.74 -2.54 -4.56 2.47 2.35 -2.29 -
2023 3.10 -1.26 0.95 1.22 -0.18 0.35 0.28 -0.64 -1.04 -2.03 3.07 1.80 +5.62%
2024 0.71 1.15 2.28 -1.56 1.76 1.16 1.18 -0.03 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 5.05% 5.54% 4.83% -% -%
Sharpe ratio 1.40 1.16 1.10 - -
Best month +2.28% +2.28% +3.07% +3.74% -
Worst month -1.56% -1.56% -2.03% -4.56% -
Maximum loss -3.17% -3.17% -3.63% - -
Outperformance - - - - -
 
All quotes in CHF

Performance

YTD  
+6.80%
6 Months  
+4.85%
1 Year  
+8.80%
3 Years     -
5 Years     -
10 Years     -
Since start  
+0.88%
Year
2023  
+5.62%