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Global Income Opportunities - P-CHF/  LI0343878471  /

Fonds
NAV2024-07-16 Chg.+0.2800 Type of yield Investment Focus Investment company
88.9600CHF +0.32% reinvestment Bonds Worldwide Ahead Wealth Sol. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - - - - -0.34 0.21 -0.49 0.07 -1.08 -0.61 0.08 -
2019 0.48 0.36 0.06 -0.09 -0.27 0.81 -0.79 0.00 -0.04 -0.15 -0.19 0.28 +0.46%
2020 -0.03 0.24 -5.93 2.31 1.27 1.68 0.86 0.51 -0.19 0.05 0.00 0.01 +0.54%
2021 0.00 -0.20 -0.36 0.11 0.09 0.01 0.13 -0.06 -0.37 -0.83 -0.45 -0.30 -2.20%
2022 -0.40 -1.06 -1.14 -0.54 -0.64 -1.47 0.20 -0.29 -2.25 -1.24 1.08 -0.09 -7.62%
2023 0.77 -0.62 -0.27 0.56 -0.47 -0.10 -0.10 -0.01 -0.22 0.10 0.48 0.85 +0.95%
2024 0.34 -0.15 0.31 -0.59 0.26 0.26 0.44 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 1.36% 1.44% 1.32% 2.06% 3.50%
Sharpe ratio -1.44 -1.52 -1.32 -3.07 -1.53
Best month +0.85% +0.44% +0.85% +1.08% +2.31%
Worst month -0.59% -0.59% -0.59% -2.25% -5.93%
Maximum loss -0.64% -0.64% -0.64% -10.40% -10.77%
Outperformance -1.49% - -5.35% -2.19% -
 
All quotes in CHF

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Global Income Opportunities - P-... reinvestment 88.9600 +1.90% -7.74%
Global Income Opportunities - P-... reinvestment 93.0300 +4.29% -4.22%
Global Income Opportunities - P-... reinvestment 101.2900 +5.59% -0.85%
Global Income Opportunities - P-... reinvestment 112.4300 +5.83% +1.41%

Performance

YTD  
+0.87%
6 Months  
+0.74%
1 Year  
+1.90%
3 Years
  -7.74%
5 Years
  -8.17%
10 Years     -
Since start
  -9.58%
Year
2023  
+0.95%
2022
  -7.62%
2021
  -2.20%
2020  
+0.54%
2019  
+0.46%