Swisscanto BVG 3 Responsible Life Cycle 2025 VT CHF/ CH0022412917 /
NAV01/10/2024 | Diferencia+0.1400 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
168.5700CHF | +0.08% | reinvestment | Mixed Fund Worldwide | Swisscanto Fondsl. ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 0.26 | 0.60 | 0.08 | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 4.16% | 4.36% | 4.09% | 4.90% | 5.40% |
Índice de Sharpe | 0.60 | 0.74 | 0.99 | -0.65 | -0.33 |
El mes mejor | +1.66% | +1.66% | +1.82% | +3.13% | +3.26% |
El mes peor | -0.85% | -0.85% | -0.85% | -3.01% | -4.38% |
Pérdida máxima | -1.30% | -1.30% | -1.46% | -12.37% | -12.37% |
Rendimiento superior | +7.46% | - | +11.51% | +11.41% | +11.05% |
Todas las cotizaciones en CHF
Tramos
Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
---|---|---|---|---|---|
Swisscanto BVG 3 Responsible Lif... | reinvestment | 168.5700 | +7.31% | +0.22% | |
Swisscanto BVG 3 Responsible Lif... | reinvestment | 175.1400 | +7.67% | +1.22% |
Performance
Año hasta la fecha | +4.26% | ||
---|---|---|---|
6 Meses | +3.20% | ||
Promedio móvil | +7.31% | ||
3 Años | +0.22% | ||
5 Años | +7.84% | ||
10 Años | +30.64% | ||
Desde el principio | +69.16% | ||
Año | |||
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% |