EQUINOX Aktien Schweiz FLEX - Klasse CHF I/ CH1245516211 /
| NAV11/5/2024 | Chg.-0.3800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 107.5000CHF | -0.35% | paying dividend | Equity Mixed Sectors | 1741 Fund Solutions ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | 2.42 | -1.33 | 0.95 | -1.46 | -3.71 | -1.36 | -5.70 | 4.27 | 2.93 | - |
| 2024 | 1.04 | 1.60 | 3.80 | -3.92 | 5.92 | -1.21 | 3.36 | 1.36 | -2.09 | -1.86 | 0.29 | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.15% | 10.20% | 8.97% | -% | -% |
| Sharpe ratio | 0.73 | 0.71 | 1.19 | - | - |
| Best month | +5.92% | +5.92% | +5.92% | - | - |
| Worst month | -3.92% | -2.09% | -3.92% | - | - |
| Maximum loss | -5.32% | -5.32% | -5.32% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in CHF
Performance
| YTD | +8.17% | ||
|---|---|---|---|
| 6 Months | +5.06% | ||
| 1 Year | +13.74% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +7.72% | ||
| Year | |||
