Swisscanto AST Avant Aktien USA I.GT/ CH0192252580 /
| NAV01/10/2024 | Chg.-2.0600 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 284.2300CHF | -0.72% | reinvestment | Equity Mixed Sectors | Swisscanto Fondsl. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | - | - | - | - | - | - | - | 2.81 | - |
| 2015 | -9.95 | 8.99 | 0.97 | -2.66 | 2.04 | -2.85 | 4.92 | -5.47 | -1.71 | 9.25 | 4.64 | -4.31 | +1.97% |
| 2016 | -3.06 | -3.02 | 2.71 | 0.57 | 5.60 | -1.77 | 2.92 | 1.79 | -1.21 | 0.05 | 6.71 | 1.67 | +13.15% |
| 2017 | -0.96 | 5.50 | 0.07 | 0.52 | -1.48 | -0.40 | 2.76 | -0.07 | 2.75 | 5.34 | 1.49 | 0.31 | +16.73% |
| 2018 | 0.85 | -2.06 | -1.16 | 3.77 | 1.73 | 1.67 | 3.27 | 0.90 | 1.44 | -4.12 | 1.27 | -10.27 | -3.50% |
| 2019 | 8.90 | 3.76 | 1.82 | 6.39 | -7.58 | 3.72 | 3.09 | -1.84 | 2.53 | 1.14 | 5.08 | -0.27 | +29.05% |
| 2020 | -0.26 | -7.83 | -12.77 | 12.81 | 4.73 | 0.88 | 1.67 | 6.38 | -1.80 | -2.81 | 10.24 | 1.67 | +10.56% |
| 2021 | -0.30 | 4.41 | 7.87 | 2.16 | -0.94 | 5.61 | 0.38 | 4.04 | -2.98 | 4.80 | 0.22 | 2.35 | +30.71% |
| 2022 | -3.62 | -4.41 | 3.82 | -4.08 | -1.50 | -8.40 | 8.77 | -1.56 | -8.51 | 9.67 | 0.38 | -8.60 | -18.41% |
| 2023 | 5.88 | -0.44 | 0.93 | -1.32 | 3.36 | 4.38 | 0.21 | 0.16 | -1.28 | -2.85 | 4.60 | 1.34 | +15.58% |
| 2024 | 3.54 | 8.16 | 5.52 | -2.40 | 3.07 | 3.15 | -0.85 | -1.30 | 1.53 | -0.72 | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 15.74% | 17.05% | 14.98% | 18.71% | 21.98% |
| Ratio de Sharpe | 1.64 | 0.13 | 1.39 | 0.19 | 0.40 |
| Le meilleur mois | +8.16% | +3.15% | +8.16% | +9.67% | +12.81% |
| Le plus défavorable mois | -2.40% | -2.40% | -2.85% | -8.60% | -12.77% |
| Perte maximale | -13.39% | -13.39% | -13.39% | -20.75% | -34.22% |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans CHF
Performance
| CAD | +20.96% | ||
|---|---|---|---|
| 6 Mois | +2.72% | ||
| 1 An | +24.02% | ||
| 3 Ans | +21.67% | ||
| 5 Ans | +77.06% | ||
| 10 ans | - | ||
| Depuis le début | +184.23% | ||
| Année | |||
| 2023 | +15.58% | ||
| 2022 | -18.41% | ||
| 2021 | +30.71% | ||
| 2020 | +10.56% | ||
| 2019 | +29.05% | ||
| 2018 | -3.50% | ||
| 2017 | +16.73% | ||
| 2016 | +13.15% | ||
| 2015 | +1.97% | ||
