Swisscanto BVG 3 Responsible Life Cycle 2020 VT CHF/ CH0022412750 /
| Стоимость чистых активов22.08.2024 | Изменение+0.1500 | Тип доходности | Инвестиционная направленность | Инвестиционная компания |
|---|---|---|---|---|
| 142.2900CHF | +0.11% | reinvestment | Mixed Fund Worldwide | Swisscanto Fondsl. ▶ |
Ежемесячная эффективность работы
| янв | фев | мар | апр | май | июн | июл | авг | сен | окт | ноя | дек | Итого | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2005 | - | - | - | - | - | - | - | - | - | - | 1.50 | 1.14 | - |
| 2006 | 0.78 | 0.53 | 0.34 | -0.77 | -2.47 | 0.10 | 1.68 | 1.71 | 1.92 | 0.94 | -0.28 | 1.63 | +6.20% |
| 2007 | 1.65 | -1.63 | 0.92 | 2.46 | 0.53 | -1.06 | -1.39 | 0.23 | 0.41 | 1.17 | -2.14 | -1.41 | -0.37% |
| 2008 | -4.98 | -1.21 | -2.46 | 3.98 | 0.53 | -4.29 | 1.31 | 1.44 | -4.41 | -6.20 | -0.27 | -3.78 | -19.00% |
| 2009 | -0.40 | -4.86 | 2.46 | 4.63 | 1.12 | 0.94 | 4.83 | 2.04 | 1.18 | -0.81 | 0.51 | 2.34 | +14.52% |
| 2010 | -0.65 | 1.70 | 1.92 | -0.19 | -1.64 | -2.85 | 1.87 | -1.24 | 1.66 | 1.73 | -1.07 | 0.69 | +1.79% |
| 2011 | 0.78 | 0.92 | -1.10 | 0.78 | -0.53 | -1.84 | -3.21 | -2.19 | 0.42 | 2.44 | -0.15 | 1.83 | -2.00% |
| 2012 | 1.45 | 1.62 | 0.92 | -0.05 | -1.25 | 1.02 | 2.35 | 0.14 | 0.80 | 0.05 | 0.98 | -0.05 | +8.23% |
| 2013 | 2.49 | 1.48 | 1.33 | 1.01 | 0.82 | -2.19 | 1.32 | -0.56 | 1.52 | 1.59 | 0.42 | -0.24 | +9.27% |
| 2014 | 0.23 | 1.13 | 0.38 | 0.59 | 1.61 | 0.12 | 0.11 | 1.44 | 0.55 | 0.13 | 1.31 | 0.59 | +8.50% |
| 2015 | -2.17 | 2.73 | 0.83 | -0.30 | 0.52 | -1.98 | 2.29 | -1.88 | -1.15 | 3.05 | 1.34 | -1.76 | +1.34% |
| 2016 | -0.42 | -0.62 | 0.27 | 0.83 | 1.47 | -0.33 | 0.83 | 0.35 | 0.02 | -0.94 | -0.33 | 0.67 | +1.79% |
| 2017 | -0.21 | 1.81 | 0.16 | 0.79 | 0.42 | -0.59 | 0.77 | 0.62 | 0.17 | 1.06 | -0.16 | 0.39 | +5.35% |
| 2018 | -0.72 | -0.63 | 0.22 | 0.49 | -0.10 | 0.19 | 0.33 | 0.02 | -0.24 | -0.63 | -0.09 | -0.40 | -1.55% |
| 2019 | 1.40 | 0.45 | 1.08 | 0.45 | 0.22 | 0.89 | 1.10 | 1.35 | -0.66 | -0.71 | 0.73 | -0.73 | +5.69% |
| 2020 | 1.40 | 0.16 | -3.16 | 1.37 | -0.30 | 0.28 | 0.66 | -0.29 | 0.58 | -0.09 | 0.05 | 0.06 | +0.65% |
| 2021 | -0.16 | -1.12 | 0.40 | -0.12 | -0.11 | 0.42 | 0.82 | -0.16 | -1.01 | -0.55 | 1.24 | -0.69 | -1.07% |
| 2022 | -1.10 | -1.24 | -1.98 | -1.59 | -0.78 | -1.54 | 2.78 | -2.18 | -2.09 | 0.27 | 1.92 | -2.20 | -9.45% |
| 2023 | 2.15 | -1.29 | 0.46 | 0.61 | 0.83 | 0.15 | -0.01 | 0.10 | -0.97 | 0.24 | 1.54 | 1.62 | +5.52% |
| 2024 | -0.66 | 0.22 | 1.01 | -0.65 | -0.67 | 1.87 | 1.02 | 0.65 | - | - | - | - | - |
Рассчетные значения
| C начала года на сегодняшний день | 6 месяцев | 1 год | 3 года | 5 лет | |
|---|---|---|---|---|---|
| Волатильность | 4.56% | 4.53% | 4.41% | 5.44% | 4.92% |
| Коэффициент Шарпа | 0.20 | 0.80 | 0.57 | -0.84 | -0.84 |
| Лучший месяц | +1.87% | +1.87% | +1.87% | +2.78% | +2.78% |
| Худший месяц | -0.67% | -0.67% | -0.97% | -2.20% | -3.16% |
| Максимальный убыток | -1.33% | -1.33% | -1.46% | -11.83% | -12.68% |
| Outperformance | +9.10% | - | +10.97% | +9.10% | +6.38% |
Все котировки в CHF
Транши
| Название | Тип доходности | Цена выкупа | 1 год | 3 года | |
|---|---|---|---|---|---|
| Swisscanto BVG 3 Responsible Lif... | reinvestment | 142.2900 | +6.04% | -3.08% | |
| Swisscanto BVG 3 Responsible Lif... | reinvestment | 147.7700 | +6.39% | -2.12% |
Результат
| C начала года на сегодняшний день | +2.80% | ||
|---|---|---|---|
| 6 месяцев | +3.52% | ||
| 1 год | +6.04% | ||
| 3 года | -3.08% | ||
| 5 лет | -2.97% | ||
| 10 лет | +13.99% | ||
| С самого начала | +42.58% | ||
| Год | |||
| 2023 | +5.52% | ||
| 2022 | -9.45% | ||
| 2021 | -1.07% | ||
| 2020 | +0.65% | ||
| 2019 | +5.69% | ||
| 2018 | -1.55% | ||
| 2017 | +5.35% | ||
| 2016 | +1.79% | ||
| 2015 | +1.34% | ||
