LO Selection - The Balanced (CHF) PA/ LU1598854708 /
| NAV04.11.2024 | Diff.+0.2894 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 120.1187CHF | +0.24% | thesaurierend | Mischfonds weltweit | Lombard Odier F.(EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | 2.35 | -1.68 | -5.07 | 1.58 | 2.05 | -2.24 | - |
| 2023 | 3.66 | -1.51 | -0.04 | -0.24 | -0.69 | 0.97 | 0.66 | -1.49 | -1.34 | -2.21 | 3.17 | 1.41 | +2.20% |
| 2024 | 1.14 | 2.45 | 2.86 | -1.18 | 1.37 | 0.93 | 0.69 | -0.28 | 0.84 | -0.65 | 0.24 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.42% | 6.15% | 5.15% | -% | -% |
| Sharpe Ratio | 1.35 | 0.34 | 1.73 | - | - |
| Bester Monat | +2.86% | +1.37% | +3.17% | +3.66% | - |
| Schlechtester Monat | -1.18% | -0.65% | -1.18% | -5.07% | - |
| Maximaler Verlust | -4.96% | -4.96% | -4.96% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| LO Selection - The Balanced (CHF... | thesaurierend | 124.6642 | +12.46% | - | |
| LO Selection - The Balanced (CHF... | thesaurierend | 128.7256 | +12.65% | - | |
| LO Selection - The Balanced (CHF... | ausschüttend | 128.7257 | +12.65% | - | |
| LO Selection - The Balanced (CHF... | thesaurierend | 120.1187 | +11.90% | - |
Performance
| lfd. Jahr | +8.66% | ||
|---|---|---|---|
| 6 Monate | +2.54% | ||
| 1 Jahr | +11.90% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +1.52% | ||
| Jahr | |||
| 2023 | +2.20% | ||
