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Oyat Investment Fund A/  CH1225085625  /

Fonds
NAV7/23/2024 Chg.-0.0100 Type of yield Investment Focus Investment company
113.2600CHF -0.01% 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 2.43 -1.51 3.70 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.84% 8.19% 8.15% -% -%
Sharpe ratio 2.61 2.65 1.24 - -
Best month +3.89% +3.89% +3.89% - -
Worst month -1.51% -1.51% -3.72% - -
Maximum loss -5.76% -5.76% -6.99% - -
Outperformance - - - - -
 
All quotes in CHF

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Oyat Investment Fund A reinvestment 113.2600 +13.77% -
Oyat Investment Fund B paying dividend 112.6300 +13.14% -

Performance

YTD  
+12.72%
6 Months  
+11.94%
1 Year  
+13.77%
3 Years     -
5 Years     -
10 Years     -
Since start  
+13.26%
Year
2023  
+2.97%