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Swisscanto BVG 3 R.Portfolio 15 NT/  CH0497630977  /

Fonds
NAV2024-10-31 Chg.-0.5100 Type of yield Investment Focus Investment company
104.4900CHF -0.49% reinvestment Mixed Fund Worldwide Swisscanto Fondsl. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2019 - - - - - - - - - - - -0.58 -
2020 1.61 -0.13 -3.21 1.88 -0.14 0.31 1.02 -0.40 0.60 -0.37 0.97 0.52 +2.59%
2021 -0.29 -0.75 1.18 0.15 0.20 1.01 0.80 0.18 -1.40 -0.12 1.06 0.03 +2.03%
2022 -1.55 -1.45 -1.80 -1.67 -0.28 -2.66 2.96 -1.64 -2.91 0.77 1.74 -1.53 -9.74%
2023 2.31 -1.80 0.85 1.44 0.56 -0.02 0.13 -0.41 -0.84 0.19 1.48 2.18 +6.16%
2024 -0.09 0.10 1.79 -1.17 0.75 1.01 1.13 0.70 0.87 -1.32 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 5.61% 6.11% 5.44% 6.01% -%
Sharpe ratio 0.27 0.54 0.84 -0.48 -
Best month +2.18% +1.13% +2.18% +2.96% +2.96%
Worst month -1.32% -1.32% -1.32% -2.91% -3.21%
Maximum loss -1.34% -1.32% -1.43% -12.41% -
Outperformance -4.88% - -8.87% - -
 
All quotes in CHF

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Swisscanto BVG 3 Responsible Por... reinvestment 206.3900 +6.97% -1.27%
Swisscanto BVG 3 Responsible Por... reinvestment 210.6800 +7.04% -1.07%
Swisscanto BVG 3 R.Portfolio 15 ... reinvestment 104.4900 +7.61% +0.52%

Performance

YTD  
+3.77%
6 Months  
+3.15%
1 Year  
+7.61%
3 Years  
+0.52%
5 Years  
+4.73%
10 Years     -
Since start  
+4.73%
Year
2023  
+6.16%
2022
  -9.74%
2021  
+2.03%
2020  
+2.59%