Prosperis Aktiensignal CHF/ CH1135999964 /
| NAV11/5/2024 | Chg.+0.3400 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 104.1200CHF | +0.33% | reinvestment | Equity Worldwide | 1741 Fund Solutions ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | - | - | 2.90 | 1.53 | -1.35 | - |
| 2022 | -4.79 | -1.37 | 4.41 | -4.01 | 2.85 | -8.10 | 1.22 | 0.01 | -0.29 | -1.62 | 2.04 | -0.41 | -10.23% |
| 2023 | 0.36 | 0.99 | 0.18 | -1.44 | 0.85 | 2.83 | 2.59 | -2.80 | -4.90 | -3.58 | 5.88 | 3.65 | +4.14% |
| 2024 | -0.26 | 6.29 | 5.65 | -1.41 | 1.83 | 1.67 | -1.49 | -5.27 | 0.62 | -0.22 | 0.90 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.97% | 11.12% | 9.65% | 9.61% | -% |
| Sharpe ratio | 0.66 | -0.61 | 1.24 | -0.36 | - |
| Best month | +6.29% | +1.83% | +6.29% | +6.29% | - |
| Worst month | -5.27% | -5.27% | -5.27% | -8.10% | - |
| Maximum loss | -12.30% | -12.30% | -12.30% | -17.22% | - |
| Outperformance | - | - | - | - | - |
All quotes in CHF
Performance
| YTD | +8.08% | ||
|---|---|---|---|
| 6 Months | -1.86% | ||
| 1 Year | +14.97% | ||
| 3 Years | -1.21% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +4.12% | ||
| Year | |||
| 2023 | +4.14% | ||
| 2022 | -10.23% | ||
