SGKB (CH) FUND - STRATEGIE WACHSTUM Eco - Klasse V/ CH1123159217 /
| NAV02/09/2024 | Chg.+0.1800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 102.6700CHF | +0.18% | reinvestment | Mixed Fund Worldwide | 1741 Fund Solutions ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | -0.54 | 1.77 | -1.21 | 1.12 | 1.28 | 0.12 | -3.86 | -0.40 | -2.59 | 4.04 | 2.18 | +3.80% |
| 2024 | 0.14 | 4.59 | 3.77 | -1.96 | 3.71 | -0.57 | 0.26 | -0.32 | 0.18 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.92% | 10.54% | 9.43% | -% | -% |
| Sharpe ratio | 1.20 | 0.42 | - | - | - |
| Best month | +4.59% | +3.77% | +4.59% | - | - |
| Worst month | -1.96% | -1.96% | -2.59% | - | - |
| Maximum loss | -8.11% | -8.11% | -8.11% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in CHF
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| SGKB (CH) FUND - STRATEGIE WACHS... | paying dividend | 101.3600 | +10.97% | - | |
| SGKB (CH) FUND - STRATEGIE WACHS... | reinvestment | 122.0100 | +12.52% | - | |
| SGKB (CH) FUND - STRATEGIE WACHS... | reinvestment | 102.6700 | +12.15% | - |
Performance
| YTD | +10.01% | ||
|---|---|---|---|
| 6 Months | +3.86% | ||
| 1 Year | +12.15% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +14.19% | ||
| Year | |||
| 2023 | +3.80% | ||
