Swisscanto AST Avant BVG R.Pf.15 GT/ CH0192252630 /
| NAV01.11.2024 | Diff.+0.2100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 127.7100CHF | +0.16% | thesaurierend | Mischfonds weltweit | Swisscanto Fondsl. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | 0.95 | -0.05 | -1.83 | 0.65 | -0.30 | 0.80 | 0.94 | 0.25 | -0.56 | - |
| 2014 | 0.98 | 0.49 | 0.37 | 0.63 | 1.15 | 0.18 | 0.34 | 1.08 | 0.12 | 0.34 | 1.02 | 0.68 | +7.63% |
| 2015 | -0.44 | 0.94 | 0.59 | -0.22 | 0.25 | -1.37 | 1.53 | -0.44 | -0.37 | 1.73 | 0.91 | -1.36 | +1.71% |
| 2016 | 0.72 | 0.22 | 0.03 | 0.23 | 0.93 | 0.50 | 0.40 | 0.23 | 0.31 | -0.85 | -0.83 | 0.42 | +2.31% |
| 2017 | -0.26 | 1.50 | -0.01 | 0.65 | 0.51 | -0.64 | 0.55 | 0.98 | -0.21 | 0.84 | 0.00 | 0.29 | +4.26% |
| 2018 | -0.81 | -0.46 | 0.45 | 0.26 | -0.04 | 0.23 | 0.10 | 0.08 | -0.39 | -0.25 | 0.03 | -0.32 | -1.11% |
| 2019 | 1.37 | 0.43 | 1.26 | 0.41 | 0.61 | 0.87 | 1.09 | 1.61 | -0.72 | -0.75 | 0.90 | -0.64 | +6.60% |
| 2020 | 1.53 | -0.16 | -3.14 | 1.71 | -0.12 | 0.36 | 0.76 | -0.25 | 0.57 | -0.74 | 0.99 | 0.72 | +2.18% |
| 2021 | -0.53 | -0.82 | 1.14 | 0.09 | 0.21 | 1.30 | 0.88 | 0.21 | -1.42 | -0.47 | 1.32 | -0.14 | +1.75% |
| 2022 | -1.72 | -1.39 | -1.68 | -1.70 | -0.40 | -2.68 | 2.93 | -1.67 | -2.94 | 0.74 | 1.72 | -1.56 | -10.04% |
| 2023 | 2.27 | -1.82 | 0.81 | 1.42 | 0.52 | -0.04 | 0.10 | -0.44 | -0.86 | 0.16 | 1.45 | 2.16 | +5.79% |
| 2024 | -0.13 | 0.07 | 1.76 | -1.20 | 0.73 | 0.98 | 1.09 | 0.68 | 0.83 | -1.35 | 0.16 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.59% | 6.08% | 5.43% | 6.07% | 5.43% |
| Sharpe Ratio | 0.24 | 0.56 | 0.80 | -0.53 | -0.46 |
| Bester Monat | +2.16% | +1.09% | +2.16% | +2.93% | +2.93% |
| Schlechtester Monat | -1.35% | -1.35% | -1.35% | -2.94% | -3.14% |
| Maximaler Verlust | -1.36% | -1.35% | -1.44% | -12.80% | -12.85% |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto AST Avant BVG Respons... | thesaurierend | 170.7500 | +7.19% | -0.92% | |
| Swisscanto AST Avant BVG R.Pf.15... | thesaurierend | 111.1900 | +7.75% | +0.67% | |
| Swisscanto AST Avant BVG R.Pf.15... | thesaurierend | 127.7100 | +7.38% | -0.38% |
Performance
| lfd. Jahr | +3.63% | ||
|---|---|---|---|
| 6 Monate | +3.19% | ||
| 1 Jahr | +7.38% | ||
| 3 Jahre | -0.38% | ||
| 5 Jahre | +2.89% | ||
| 10 Jahre | +19.42% | ||
| seit Beginn | +27.71% | ||
| Jahr | |||
| 2023 | +5.79% | ||
| 2022 | -10.04% | ||
| 2021 | +1.75% | ||
| 2020 | +2.18% | ||
| 2019 | +6.60% | ||
| 2018 | -1.11% | ||
| 2017 | +4.26% | ||
| 2016 | +2.31% | ||
| 2015 | +1.71% | ||
