Swisscanto BVG 3 Responsible Portfolio Protection RT CHF/ CH0238046228 /
| NAV01/10/2024 | Chg.+0.0100 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 129.1200CHF | +0.01% | reinvestment | Mixed Fund Worldwide | Swisscanto Fondsl. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | - | - | - | 1.34 | 0.47 | 0.24 | 1.23 | 0.36 | - |
| 2015 | -3.76 | 0.17 | 0.29 | -0.16 | 0.48 | -1.84 | 0.89 | -0.45 | -0.37 | 1.27 | 1.18 | -1.69 | -4.03% |
| 2016 | 0.84 | -0.52 | -0.22 | 0.66 | 1.60 | -0.42 | 0.64 | 0.50 | -0.16 | -0.97 | -0.24 | 1.11 | +2.83% |
| 2017 | 0.25 | 1.84 | 0.36 | 1.04 | 0.44 | -0.55 | 1.56 | 0.02 | 0.56 | 1.74 | -0.02 | 0.79 | +8.29% |
| 2018 | -0.18 | -1.26 | -0.27 | 1.08 | -1.09 | -0.18 | 1.23 | -0.56 | -0.03 | -1.73 | 0.41 | -2.42 | -4.96% |
| 2019 | 3.23 | 0.99 | 1.05 | 1.93 | -1.78 | 1.96 | 1.11 | -0.11 | 0.44 | 0.43 | 1.78 | -0.17 | +11.30% |
| 2020 | 0.50 | -2.82 | -6.72 | 2.73 | 0.87 | 0.84 | 0.39 | 0.49 | 0.07 | -0.77 | 2.81 | 1.23 | -0.75% |
| 2021 | 0.29 | -0.43 | 2.29 | 0.09 | 0.46 | 1.85 | 0.41 | 1.20 | -2.01 | 0.40 | 0.34 | 0.94 | +5.92% |
| 2022 | -2.44 | -1.79 | -0.73 | -1.49 | -1.71 | -3.73 | 2.37 | -2.59 | -4.05 | 1.03 | 2.27 | -3.04 | -15.02% |
| 2023 | 3.11 | -1.60 | 0.96 | 0.44 | -0.45 | 0.79 | 0.10 | -1.05 | -2.00 | -2.57 | 3.72 | 2.51 | +3.78% |
| 2024 | 0.50 | 1.68 | 2.44 | -2.15 | 1.72 | 0.95 | 1.49 | 0.27 | 0.61 | 0.01 | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 5.09% | 5.35% | 5.16% | 5.24% | 5.84% |
| Ratio de Sharpe | 1.41 | 0.80 | 1.71 | -0.82 | -0.49 |
| Le meilleur mois | +2.51% | +1.72% | +3.72% | +3.72% | +3.72% |
| Le plus défavorable mois | -2.15% | -2.15% | -2.57% | -4.05% | -6.72% |
| Perte maximale | -2.89% | -2.89% | -2.89% | -17.62% | -17.62% |
| Surperformance | -0.70% | - | -2.85% | +3.86% | +2.59% |
Toutes les cotations dans CHF
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Swisscanto BVG 3 Responsible Por... | reinvestment | 126.1600 | +12.03% | -3.13% | |
| Swisscanto BVG 3 Responsible Por... | reinvestment | 129.1200 | +12.09% | -2.98% |
Performance
| CAD | +7.71% | ||
|---|---|---|---|
| 6 Mois | +3.69% | ||
| 1 An | +12.09% | ||
| 3 Ans | -2.98% | ||
| 5 Ans | +2.01% | ||
| 10 ans | +15.18% | ||
| Depuis le début | +16.60% | ||
| Année | |||
| 2023 | +3.78% | ||
| 2022 | -15.02% | ||
| 2021 | +5.92% | ||
| 2020 | -0.75% | ||
| 2019 | +11.30% | ||
| 2018 | -4.96% | ||
| 2017 | +8.29% | ||
| 2016 | +2.83% | ||
| 2015 | -4.03% | ||
