Swisscanto BVG 3 Responsible Life Cycle 2025 VT CHF/ CH0022412917 /
| NAV22.08.2024 | Diff.+0.0500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 167.6300CHF | +0.03% | thesaurierend | Mischfonds weltweit | Swisscanto Fondsl. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2005 | - | - | - | - | - | - | - | - | - | - | 1.56 | 1.19 | - |
| 2006 | 0.78 | 0.68 | 0.34 | -0.62 | -2.51 | 0.10 | 1.63 | 1.75 | 1.91 | 0.99 | -0.28 | 1.63 | +6.49% |
| 2007 | 1.70 | -1.67 | 0.87 | 2.45 | 0.53 | -1.06 | -1.38 | 0.27 | 0.41 | 1.17 | -2.13 | -1.41 | -0.37% |
| 2008 | -4.97 | -1.26 | -2.40 | 4.02 | 0.48 | -4.28 | 1.31 | 1.44 | -4.45 | -6.19 | -0.33 | -3.72 | -19.01% |
| 2009 | -0.40 | -4.91 | 2.46 | 4.63 | 1.18 | 0.89 | 4.82 | 2.09 | 1.18 | -0.81 | 0.51 | 2.34 | +14.49% |
| 2010 | -0.69 | 1.70 | 1.92 | -0.19 | -1.64 | -2.85 | 1.87 | -1.24 | 1.66 | 1.73 | -1.02 | 0.64 | +1.74% |
| 2011 | 0.78 | 0.92 | -1.10 | 0.78 | -0.48 | -1.89 | -3.15 | -2.24 | 0.42 | 2.38 | -0.05 | 1.93 | -1.85% |
| 2012 | 1.49 | 1.71 | 0.96 | -0.05 | -1.38 | 1.11 | 2.49 | 0.09 | 0.84 | -0.05 | 1.06 | -0.05 | +8.50% |
| 2013 | 2.98 | 1.60 | 1.53 | 1.03 | 1.07 | -2.32 | 1.47 | -0.60 | 1.63 | 1.73 | 0.52 | -0.14 | +10.91% |
| 2014 | -0.02 | 1.45 | 0.42 | 0.62 | 1.81 | 0.06 | -0.01 | 1.61 | 0.72 | 0.08 | 1.59 | 0.42 | +9.08% |
| 2015 | -3.48 | 3.96 | 1.05 | -0.22 | 0.71 | -2.45 | 3.06 | -2.74 | -1.63 | 3.77 | 1.59 | -1.86 | +1.42% |
| 2016 | -1.72 | -1.60 | 0.48 | 1.35 | 2.13 | -1.08 | 1.29 | 0.55 | -0.07 | -1.19 | 0.20 | 1.29 | +1.55% |
| 2017 | 0.06 | 2.29 | 0.83 | 1.47 | 0.67 | -0.64 | 1.36 | 0.12 | 0.90 | 1.51 | -0.14 | 0.64 | +9.42% |
| 2018 | -0.56 | -1.25 | -0.07 | 1.36 | -0.79 | 0.36 | 1.50 | -0.53 | 0.07 | -1.22 | -0.41 | -2.53 | -4.07% |
| 2019 | 3.07 | 1.28 | 1.19 | 1.78 | -0.96 | 1.45 | 1.02 | 0.44 | 0.39 | 0.04 | 1.39 | -0.28 | +11.31% |
| 2020 | 1.00 | -2.20 | -4.38 | 3.26 | 0.41 | 0.44 | 0.93 | 0.34 | 0.23 | -1.23 | 2.51 | 1.01 | +2.12% |
| 2021 | -0.31 | 0.07 | 2.14 | 0.11 | 0.48 | 1.48 | 0.53 | 0.72 | -1.63 | 0.57 | 0.57 | 0.52 | +5.34% |
| 2022 | -1.69 | -1.56 | -0.78 | -1.55 | -1.05 | -3.00 | 3.13 | -2.01 | -3.01 | 1.53 | 1.87 | -2.61 | -10.41% |
| 2023 | 2.68 | -1.20 | 0.71 | 0.66 | 0.67 | 0.30 | -0.05 | 0.03 | -0.99 | -0.51 | 1.82 | 1.40 | +5.59% |
| 2024 | -0.29 | 0.53 | 1.38 | -0.85 | -0.16 | 1.66 | 1.00 | 0.38 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 4.11% | 4.19% | 3.98% | 4.86% | 5.39% |
| Sharpe Ratio | 0.56 | 0.93 | 0.76 | -0.86 | -0.38 |
| Bester Monat | +1.66% | +1.66% | +1.82% | +3.13% | +3.26% |
| Schlechtester Monat | -0.85% | -0.85% | -0.99% | -3.01% | -4.38% |
| Maximaler Verlust | -1.30% | -1.30% | -1.99% | -12.37% | -12.37% |
| Outperformance | +7.46% | - | +11.51% | +11.41% | +11.05% |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto BVG 3 Responsible Lif... | thesaurierend | 167.6300 | +6.55% | -1.92% | |
| Swisscanto BVG 3 Responsible Lif... | thesaurierend | 174.1000 | +6.90% | -0.94% |
Performance
| lfd. Jahr | +3.68% | ||
|---|---|---|---|
| 6 Monate | +3.65% | ||
| 1 Jahr | +6.55% | ||
| 3 Jahre | -1.92% | ||
| 5 Jahre | +7.72% | ||
| 10 Jahre | +31.22% | ||
| seit Beginn | +68.22% | ||
| Jahr | |||
| 2023 | +5.59% | ||
| 2022 | -10.41% | ||
| 2021 | +5.34% | ||
| 2020 | +2.12% | ||
| 2019 | +11.31% | ||
| 2018 | -4.07% | ||
| 2017 | +9.42% | ||
| 2016 | +1.55% | ||
| 2015 | +1.42% | ||
