NAV2024-10-02 Chg.-0.8100 Type of yield Investment Focus Investment company
176.4600CHF -0.46% reinvestment Equity Worldwide 1741 Fund Solutions 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2024 1.08 3.25 1.60 0.82 3.05 0.40 2.66 -0.10 -0.43 -0.87 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.09% 10.92% -% -% -%
Sharpe ratio 1.30 0.30 - - -
Best month +3.25% +3.05% +3.25% - -
Worst month -0.87% -0.87% -0.87% - -
Maximum loss -7.13% -7.13% - - -
Outperformance - - - - -
 
All quotes in CHF

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Ebfinanz AktienWELT A reinvestment 176.4600 - -
Ebfinanz AktienWELT R reinvestment 102.8700 - -

Performance

YTD  
+11.97%
6 Months  
+3.11%
1 Year     -
3 Years     -
5 Years     -
10 Years     -
Since start  
+12.42%
Year