NAV2024-11-04 Chg.+0.6300 Type of yield Investment Focus Investment company
173.9400CHF +0.36% 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 -2.63 0.36 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.88% 10.74% -% -% -%
Sharpe ratio 0.95 0.05 - - -
Best month +3.25% +3.05% +3.25% - -
Worst month -2.63% -2.63% -2.63% - -
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 173.9400 - -
Ebfinanz AktienWELT R reinvestment 101.8800 - -

Performance

YTD  
+10.37%
6 Months  
+1.78%
1 Year     -
3 Years     -
5 Years     -
10 Years     -
Since start  
+10.82%
Year