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Oyat Investment Fund A/  CH1225085625  /

Fonds
NAV2024-05-24 Chg.-0.9900 Type of yield Investment Focus Investment company
112.4900CHF -0.87% reinvestment Equity Mixed Sectors 1741 Fund Solutions ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - - - - - - - - - - -3.14 -
2023 4.96 -2.70 1.33 0.13 -1.51 0.61 0.81 -3.72 0.48 -2.54 2.28 3.16 +2.97%
2024 0.63 2.47 3.89 0.59 3.90 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.43% 7.44% 8.16% -% -%
Sharpe ratio 4.02 3.94 1.10 - -
Best month +3.90% +3.90% +3.90% - -
Worst month +0.59% +0.59% -3.72% - -
Maximum loss -2.16% -2.16% -7.74% - -
Outperformance - - - - -
 
All quotes in CHF

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Oyat Investment Fund A reinvestment 112.4900 +12.78% -
Oyat Investment Fund B paying dividend 111.8600 +12.15% -

Performance

YTD  
+11.95%
6 Months  
+15.24%
1 Year  
+12.78%
3 Years     -
5 Years     -
10 Years     -
Since start  
+12.49%
Year
2023  
+2.97%