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Swisscanto AST Avant BVG R.Pf.25 NT/  CH0192252648  /

Fonds
NAV10/1/2024 Chg.+0.8600 Type of yield Investment Focus Investment company
119.9200CHF +0.72% reinvestment Mixed Fund Worldwide Swisscanto Fondsl. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - - - - - - - - - -0.26 -1.60 -
2019 2.50 1.00 1.36 1.21 -0.27 1.46 1.05 1.07 -0.04 -0.18 1.27 -0.24 +10.65%
2020 1.24 -1.41 -3.47 2.58 0.28 0.51 0.77 0.38 0.45 -1.34 2.51 1.16 +3.56%
2021 -0.20 -0.66 2.11 0.25 0.63 1.70 0.77 1.08 -2.17 0.53 0.59 1.08 +5.79%
2022 -2.09 -1.05 -0.66 -1.58 -1.43 -2.76 3.21 -2.02 -3.33 1.54 2.27 -2.30 -9.94%
2023 2.28 -1.22 1.08 1.52 -0.30 0.26 0.53 -0.56 -0.86 -0.99 2.22 2.03 +6.04%
2024 -0.25 1.56 1.27 -0.80 0.66 1.41 1.64 -0.40 0.49 0.72 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.60% 7.12% 6.44% 6.24% 5.95%
Sharpe ratio 0.83 0.59 0.99 -0.32 -0.14
Best month +2.03% +1.64% +2.22% +3.21% +3.21%
Worst month -0.80% -0.80% -0.99% -3.33% -3.47%
Maximum loss -2.26% -2.26% -2.26% -12.47% -12.47%
Outperformance - - - - -
 
All quotes in CHF

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Swisscanto AST Avant BVG Respons... reinvestment 185.9500 +9.04% +2.16%
Swisscanto AST Avant BVG R.Pf.25... reinvestment 119.9200 +9.66% +3.92%
Swisscanto AST Avant BVG R.Pf.25... reinvestment 147.0200 +9.24% +2.75%

Performance

YTD  
+6.44%
6 Months  
+3.66%
1 Year  
+9.66%
3 Years  
+3.92%
5 Years  
+12.77%
10 Years     -
Since start  
+21.33%
Year
2023  
+6.04%
2022
  -9.94%
2021  
+5.79%
2020  
+3.56%
2019  
+10.65%