SGKB Aktien Schweiz Focus V1/ DE000SGKB0T6 /
NAV2024-07-22 | Chg.+1.1000 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
108.7000CHF | +1.02% | 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 | 1.85 | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 8.93% | 9.15% | 9.22% | -% | -% |
Sharpe ratio | 1.99 | 2.15 | 0.67 | - | - |
Best month | +6.61% | +6.61% | +6.61% | - | - |
Worst month | -2.94% | -2.94% | -4.24% | - | - |
Maximum loss | -3.81% | -3.81% | -10.18% | - | - |
Outperformance | - | - | - | - | - |
All quotes in CHF
Performance
YTD | +11.36% | ||
---|---|---|---|
6 Months | +11.04% | ||
1 Year | +9.83% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +8.70% | ||
Year |