Swisscanto AST Avant Aktien R.Amerika GT/ CH0192252408 /
| NAV16/09/2024 | Chg.-0.1600 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 416.8200CHF | -0.04% | reinvestment | Equity North America | Swisscanto Fondsl. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | 3.10 | 5.24 | -0.51 | 5.60 | -3.16 | 3.62 | -2.23 | 0.76 | 4.26 | 2.41 | 1.19 | +21.76% |
| 2014 | -1.70 | 1.95 | 1.14 | -0.27 | 4.02 | 1.94 | 0.80 | 4.94 | 1.71 | 2.42 | 1.77 | 3.04 | +23.85% |
| 2015 | -10.60 | 9.67 | 0.70 | -1.97 | 1.59 | -2.68 | 4.21 | -5.95 | -2.24 | 9.61 | 4.26 | -5.01 | -0.47% |
| 2016 | -3.31 | -3.21 | 3.46 | 1.53 | 4.78 | -2.50 | 2.83 | 1.97 | -1.29 | 0.16 | 6.18 | 1.94 | +12.71% |
| 2017 | -0.16 | 5.52 | 0.06 | 0.46 | -1.84 | -0.10 | 2.52 | -0.34 | 3.21 | 4.45 | 0.96 | 0.82 | +16.41% |
| 2018 | 0.35 | -1.99 | -0.76 | 3.54 | 1.46 | 1.72 | 4.14 | -0.17 | 1.76 | -3.03 | 1.23 | -10.75 | -3.35% |
| 2019 | 10.26 | 4.07 | 1.49 | 6.43 | -8.63 | 4.03 | 3.27 | -3.58 | 3.71 | 1.24 | 5.42 | 0.53 | +30.55% |
| 2020 | -1.38 | -8.50 | -13.30 | 12.99 | 3.82 | 0.54 | 0.48 | 5.72 | -2.22 | -2.18 | 9.85 | 2.24 | +5.30% |
| 2021 | 1.25 | 4.50 | 9.02 | 1.68 | 0.43 | 4.30 | -0.14 | 3.38 | -2.06 | 4.33 | -0.01 | 3.88 | +34.60% |
| 2022 | -1.99 | -3.96 | 4.27 | -3.98 | 0.22 | -9.75 | 9.09 | -1.58 | -8.98 | 9.70 | 1.74 | -8.23 | -14.68% |
| 2023 | 6.71 | -0.50 | 0.41 | -1.30 | 3.21 | 4.61 | 1.13 | -0.16 | -1.76 | -3.04 | 4.14 | 2.05 | +16.14% |
| 2024 | 3.01 | 7.27 | 6.54 | -2.12 | 3.73 | 2.51 | -0.51 | -1.58 | -0.45 | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 16.04% | 17.37% | 15.08% | 18.75% | 21.80% |
| Ratio de Sharpe | 1.57 | 0.51 | 1.16 | 0.23 | 0.40 |
| Le meilleur mois | +7.27% | +6.54% | +7.27% | +9.70% | +12.99% |
| Le plus défavorable mois | -2.12% | -2.12% | -3.04% | -9.75% | -13.30% |
| Perte maximale | -13.41% | -13.41% | -13.41% | -18.02% | -34.68% |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans CHF
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Swisscanto AST Avant Aktien Resp... | reinvestment | 1,203.2200 | +20.65% | +24.80% | |
| Swisscanto AST Avant Aktien R.Am... | reinvestment | 416.8200 | +20.77% | +25.17% |
Performance
| CAD | +19.44% | ||
|---|---|---|---|
| 6 Mois | +5.99% | ||
| 1 An | +20.77% | ||
| 3 Ans | +25.17% | ||
| 5 Ans | +78.04% | ||
| 10 ans | +197.73% | ||
| Depuis le début | +316.82% | ||
| Année | |||
| 2023 | +16.14% | ||
| 2022 | -14.68% | ||
| 2021 | +34.60% | ||
| 2020 | +5.30% | ||
| 2019 | +30.55% | ||
| 2018 | -3.35% | ||
| 2017 | +16.41% | ||
| 2016 | +12.71% | ||
| 2015 | -0.47% | ||
