SGKB Aktien Schweiz Focus V1/ DE000SGKB0T6 /
| NAV01/10/2024 | Chg.-0.6800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 109.3500CHF | -0.62% | paying dividend | Equity Mixed Sectors | Universal-Investment ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | - | - | - | 1.40 | -2.81 | -2.47 | -4.24 | 4.53 | 2.40 | - |
| 2024 | 1.14 | 1.79 | 3.40 | -2.94 | 6.61 | -0.74 | 2.89 | 0.61 | -0.41 | -0.62 | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.14% | 12.48% | 10.76% | -% | -% |
| Sharpe ratio | 1.18 | 0.82 | 1.17 | - | - |
| Best month | +6.61% | +6.61% | +6.61% | - | - |
| Worst month | -2.94% | -2.94% | -4.24% | - | - |
| Maximum loss | -7.07% | -7.07% | -7.07% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in CHF
Performance
| YTD | +12.03% | ||
|---|---|---|---|
| 6 Months | +6.55% | ||
| 1 Year | +15.78% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +9.35% | ||
| Year | |||
