DetailsChartProfileRisk matrixNewsDocuments

Industry Leader Fund B/  CH1183737530  /

Fonds
NAV2024-10-01 Chg.-41.1797 Type of yield Investment Focus Investment company
5,542.2002CHF -0.74% reinvestment Equity Worldwide 1741 Fund Solutions ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - - - - -6.18 3.79 1.28 -6.96 2.80 7.45 -4.99 -
2023 5.60 -1.31 -0.68 -1.10 -0.48 2.73 1.26 -3.69 2.42 -5.30 5.46 1.61 +6.08%
2024 1.94 2.17 5.25 -2.97 3.10 -0.61 -1.12 0.73 0.70 -0.74 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.14% 14.61% 12.89% -% -%
Sharpe ratio 0.64 -0.42 0.73 - -
Best month +5.25% +3.10% +5.46% +7.45% -
Worst month -2.97% -2.97% -5.30% -6.96% -
Maximum loss -10.16% -10.16% -10.16% - -
Outperformance - - - - -
 
All quotes in CHF

Performance

YTD  
+8.51%
6 Months
  -1.44%
1 Year  
+12.49%
3 Years     -
5 Years     -
10 Years     -
Since start  
+10.84%
Year
2023  
+6.08%