Swisscanto AST Avant BVG R.Pf.25 GT/ CH0192252655 /
| NAV31/10/2024 | Chg.+0.1300 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 146.0000CHF | +0.09% | reinvestment | Mixed Fund Worldwide | Swisscanto Fondsl. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | 1.09 | 0.44 | -2.05 | 1.00 | -0.40 | 1.24 | 1.32 | 0.35 | -0.38 | - |
| 2014 | 0.58 | 1.03 | 0.38 | 0.69 | 1.46 | 0.07 | 0.17 | 1.34 | 0.41 | 0.25 | 1.32 | 0.53 | +8.54% |
| 2015 | -1.97 | 2.34 | 0.85 | -0.14 | 0.48 | -1.83 | 2.28 | -1.45 | -0.93 | 2.63 | 1.19 | -1.46 | +1.84% |
| 2016 | -0.46 | -0.69 | 0.36 | 0.86 | 1.49 | -0.22 | 0.85 | 0.45 | 0.14 | -1.08 | -0.30 | 0.90 | +2.29% |
| 2017 | -0.03 | 1.88 | 0.48 | 1.12 | 0.69 | -0.62 | 1.00 | 0.56 | 0.28 | 1.16 | -0.06 | 0.48 | +7.16% |
| 2018 | -0.67 | -0.89 | 0.21 | 0.93 | -0.56 | 0.33 | 1.01 | -0.29 | -0.10 | -0.75 | -0.29 | -1.64 | -2.70% |
| 2019 | 2.47 | 0.98 | 1.32 | 1.18 | -0.25 | 1.38 | 1.02 | 1.04 | -0.07 | -0.21 | 1.23 | -0.27 | +10.23% |
| 2020 | 1.21 | -1.45 | -3.50 | 2.55 | 0.25 | 0.47 | 0.74 | 0.34 | 0.43 | -1.37 | 2.48 | 1.13 | +3.18% |
| 2021 | -0.23 | -0.68 | 2.07 | 0.22 | 0.59 | 1.68 | 0.73 | 1.04 | -2.19 | 0.50 | 0.56 | 1.05 | +5.39% |
| 2022 | -2.12 | -1.08 | -0.69 | -1.61 | -1.47 | -2.79 | 3.19 | -2.05 | -3.37 | 1.50 | 2.24 | -2.32 | -10.28% |
| 2023 | 2.23 | -1.25 | 1.05 | 1.48 | -0.33 | 0.23 | 0.49 | -0.59 | -0.89 | -1.02 | 2.19 | 2.00 | +5.64% |
| 2024 | -0.29 | 1.53 | 1.24 | -0.84 | 0.63 | 1.38 | 1.61 | -0.43 | 0.45 | 0.03 | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 6.65% | 7.36% | 6.48% | 6.32% | 5.99% |
| Ratio de Sharpe | 0.53 | 0.60 | 1.05 | -0.41 | -0.20 |
| Le meilleur mois | +2.00% | +1.61% | +2.19% | +3.19% | +3.19% |
| Le plus défavorable mois | -0.84% | -0.84% | -1.02% | -3.37% | -3.50% |
| Perte maximale | -2.26% | -2.26% | -2.26% | -12.75% | -12.75% |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans CHF
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Swisscanto AST Avant BVG Respons... | reinvestment | 184.6300 | +9.66% | +0.82% | |
| Swisscanto AST Avant BVG R.Pf.25... | reinvestment | 119.1300 | +10.29% | +2.57% | |
| Swisscanto AST Avant BVG R.Pf.25... | reinvestment | 146.0000 | +9.87% | +1.40% |
Performance
| CAD | +5.40% | ||
|---|---|---|---|
| 6 Mois | +3.71% | ||
| 1 An | +9.87% | ||
| 3 Ans | +1.40% | ||
| 5 Ans | +9.67% | ||
| 10 ans | +32.49% | ||
| Depuis le début | +46.00% | ||
| Année | |||
| 2023 | +5.64% | ||
| 2022 | -10.28% | ||
| 2021 | +5.39% | ||
| 2020 | +3.18% | ||
| 2019 | +10.23% | ||
| 2018 | -2.70% | ||
| 2017 | +7.16% | ||
| 2016 | +2.29% | ||
| 2015 | +1.84% | ||
