Swisscanto BVG 3 Responsible Portfolio Protection VT CHF/ CH0147777723 /
NAV22/08/2024 | Chg.-0.3000 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
124.9800CHF | -0.24% | reinvestment | Mixed Fund Worldwide | Swisscanto Fondsl. ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2012 | - | - | - | -1.15 | -1.16 | 0.97 | 2.79 | -0.20 | 0.54 | -0.20 | 0.74 | -0.29 | - |
2013 | 2.79 | 1.67 | 1.41 | 1.11 | 0.46 | -3.46 | 0.52 | -0.33 | 0.33 | 0.99 | 0.19 | -0.41 | +5.25% |
2014 | -0.25 | 1.33 | 0.22 | 0.63 | 1.33 | -0.45 | -0.14 | 1.31 | 0.43 | 0.20 | 1.20 | 0.31 | +6.27% |
2015 | -3.78 | 0.14 | 0.25 | -0.20 | 0.44 | -1.86 | 0.85 | -0.48 | -0.41 | 1.24 | 1.14 | -1.73 | -4.44% |
2016 | 0.81 | -0.56 | -0.27 | 0.64 | 1.56 | -0.47 | 0.61 | 0.46 | -0.20 | -1.01 | -0.28 | 1.07 | +2.37% |
2017 | 0.22 | 1.81 | 0.32 | 1.01 | 0.40 | -0.59 | 1.52 | -0.02 | 0.52 | 1.70 | -0.06 | 0.75 | +7.81% |
2018 | -0.22 | -1.30 | -0.31 | 1.05 | -1.13 | -0.22 | 1.19 | -0.60 | -0.07 | -1.77 | 0.37 | -2.45 | -5.39% |
2019 | 3.22 | 0.99 | 1.04 | 1.92 | -1.78 | 1.95 | 1.11 | -0.11 | 0.43 | 0.43 | 1.76 | -0.17 | +11.25% |
2020 | 0.48 | -2.82 | -6.72 | 2.72 | 0.86 | 0.85 | 0.39 | 0.47 | 0.07 | -0.78 | 2.81 | 1.23 | -0.81% |
2021 | 0.28 | -0.43 | 2.29 | 0.09 | 0.45 | 1.85 | 0.40 | 1.19 | -2.01 | 0.40 | 0.34 | 0.94 | +5.87% |
2022 | -2.44 | -1.80 | -0.74 | -1.50 | -1.71 | -3.74 | 2.38 | -2.59 | -4.07 | 1.03 | 2.26 | -3.05 | -15.07% |
2023 | 3.11 | -1.60 | 0.95 | 0.43 | -0.45 | 0.77 | 0.10 | -1.05 | -2.00 | -2.58 | 3.71 | 2.50 | +3.74% |
2024 | 0.50 | 1.68 | 2.44 | -2.15 | 1.71 | 0.95 | 1.49 | -0.06 | - | - | - | - | - |
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 5.21% | 5.43% | 5.25% | 5.24% | 5.83% |
Ratio de Sharpe | 1.37 | 1.16 | 1.23 | -1.06 | -0.55 |
Le meilleur mois | +2.50% | +2.44% | +3.71% | +3.71% | +3.71% |
Le plus défavorable mois | -2.15% | -2.15% | -2.58% | -4.07% | -6.72% |
Perte maximale | -2.89% | -2.89% | -4.78% | -17.70% | -17.70% |
Surperformance | -0.73% | - | -2.90% | +3.53% | +1.16% |
Toutes les cotations dans CHF
Tranches
Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
---|---|---|---|---|---|
Swisscanto BVG 3 Responsible Por... | reinvestment | 124.9800 | +9.99% | -5.84% | |
Swisscanto BVG 3 Responsible Por... | reinvestment | 127.9000 | +10.05% | -5.70% |
Performance
CAD | +6.66% | ||
---|---|---|---|
6 Mois | +4.79% | ||
1 An | +9.99% | ||
3 Ans | -5.84% | ||
5 Ans | +1.65% | ||
10 ans | +12.66% | ||
Depuis le début | +24.98% | ||
Année | |||
2023 | +3.74% | ||
2022 | -15.07% | ||
2021 | +5.87% | ||
2020 | -0.81% | ||
2019 | +11.25% | ||
2018 | -5.39% | ||
2017 | +7.81% | ||
2016 | +2.37% | ||
2015 | -4.44% |