Swiss Life Funds III (CH) Expert 2031 I A CHF/ CH0573445712 /
| NAV09.10.2024 | Diff.+0.3800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 106.4400CHF | +0.36% | thesaurierend | Mischfonds Europa | Swiss Life AM ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | 2.23 | -1.97 | 1.49 | -0.41 | 2.27 | - |
| 2022 | -3.56 | -2.21 | 1.95 | -2.18 | -2.19 | -6.47 | 4.06 | -1.14 | -5.76 | 4.48 | 1.11 | -3.14 | -14.64% |
| 2023 | 4.10 | -0.52 | 0.02 | 0.15 | 0.21 | 1.74 | 0.39 | -1.03 | -0.96 | -3.04 | 3.57 | 2.25 | +6.87% |
| 2024 | 1.68 | 2.72 | 3.82 | -1.52 | 1.36 | 1.93 | 0.36 | -0.64 | 1.06 | 0.73 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 7.38% | 8.53% | 7.11% | 8.19% | -% |
| Sharpe Ratio | 1.72 | 0.56 | 1.82 | -0.17 | - |
| Bester Monat | +3.82% | +1.93% | +3.82% | +4.48% | - |
| Schlechtester Monat | -1.52% | -1.52% | -3.04% | -6.47% | - |
| Maximaler Verlust | -6.65% | -6.65% | -6.65% | -17.44% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Performance
| lfd. Jahr | +12.01% | ||
|---|---|---|---|
| 6 Monate | +3.93% | ||
| 1 Jahr | +16.18% | ||
| 3 Jahre | +5.47% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +6.44% | ||
| Jahr | |||
| 2023 | +6.87% | ||
| 2022 | -14.64% | ||
