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Swisscanto BVG 3 Sustainable Portfolio 45 RT CHF/  CH0238047721  /

Fonds
NAV01/10/2024 Chg.-1.2500 Type of yield Investment Focus Investment company
202.5100CHF -0.61% reinvestment Mixed Fund Worldwide Swisscanto Fondsl. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2000 - - - - 1.59 -1.47 0.69 2.66 -2.59 1.48 -2.52 0.30 -
2001 2.28 -2.52 -1.39 2.12 0.10 -0.69 -1.79 -2.13 -2.80 1.17 1.89 0.62 -3.28%
2002 -0.72 -0.41 1.66 -1.23 -0.10 -3.93 -4.09 -0.11 -2.53 0.63 2.41 -3.92 -11.91%
2003 -2.33 -0.84 1.08 2.02 0.35 1.40 2.18 1.46 -1.33 2.69 -0.33 0.61 +7.06%
2004 2.74 1.41 -0.30 0.52 -0.97 1.16 -0.57 0.17 0.57 -0.16 1.46 1.74 +7.99%
2005 2.07 1.09 0.68 -1.02 1.81 1.69 2.27 0.42 2.77 -2.06 2.20 1.61 +14.26%
2006 3.04 2.65 0.38 1.37 -3.52 -0.47 0.34 2.42 1.37 1.19 0.97 2.69 +12.97%
2007 2.97 -0.83 1.80 3.87 0.65 -0.04 0.00 -0.18 0.22 3.20 -3.38 0.25 +8.63%
2008 -6.83 0.04 -1.43 2.62 0.53 -3.72 -0.08 2.17 -4.40 -9.32 -1.47 -1.76 -21.82%
2009 -1.29 -4.38 1.80 5.65 2.31 1.15 3.72 1.39 1.66 -1.72 1.79 2.58 +15.26%
2010 -0.96 -0.48 2.51 0.28 -1.46 -1.84 1.26 -2.77 1.74 1.71 -1.72 0.81 -1.08%
2011 0.04 0.81 1.32 1.50 -1.75 -2.41 -4.54 -1.61 -0.56 1.35 -0.47 0.95 -5.44%
2012 1.49 1.26 0.29 -0.04 -1.28 0.67 1.83 0.08 0.37 -0.33 0.53 0.08 +5.03%
2013 2.35 2.06 1.75 0.69 1.14 -2.63 0.92 -0.80 1.42 1.90 0.77 -0.20 +9.67%
2014 0.61 1.35 -0.01 0.16 1.64 0.23 -0.36 1.86 0.56 0.26 1.47 0.62 +8.70%
2015 -2.75 4.00 1.31 -0.84 0.98 -2.48 2.47 -2.90 -1.74 4.06 1.78 -2.18 +1.34%
2016 -1.59 -1.19 0.13 0.71 2.58 -1.08 1.32 0.11 -0.09 -1.63 0.45 1.17 +0.83%
2017 0.25 2.77 0.65 1.23 0.74 -0.71 1.09 0.12 1.15 1.98 0.06 0.17 +9.88%
2018 -0.41 -1.54 -0.06 0.79 -0.06 0.23 1.41 0.43 -0.32 -1.56 0.66 -3.62 -4.07%
2019 3.94 1.78 1.09 2.42 -1.82 1.51 1.10 0.33 0.09 0.30 2.07 -0.17 +13.26%
2020 0.44 -3.27 -6.13 4.55 2.41 0.39 0.75 1.49 0.36 -1.07 4.15 0.87 +4.55%
2021 0.26 0.56 3.37 0.02 0.45 2.13 0.60 1.68 -2.31 1.29 -0.09 1.35 +9.63%
2022 -3.13 -2.22 -0.05 -2.04 -1.31 -4.78 4.68 -3.06 -4.40 3.38 1.74 -3.95 -14.58%
2023 4.14 -1.13 0.85 0.21 1.39 0.25 0.17 -0.53 -1.06 -2.31 2.97 2.03 +7.01%
2024 0.12 2.57 2.72 -1.15 2.22 1.09 0.60 -0.14 0.35 -0.61 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.63% 7.37% 6.40% 7.12% 7.86%
Sharpe ratio 1.13 0.31 1.23 -0.40 -0.03
Best month +2.72% +2.22% +2.97% +4.68% +4.68%
Worst month -1.15% -1.15% -2.31% -4.78% -6.13%
Maximum loss -4.73% -4.73% -4.73% -16.74% -16.74%
Outperformance +2.46% - +1.85% +14.44% +18.67%
 
All quotes in CHF

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Swisscanto BVG 3 Sustainable Por... reinvestment 196.3300 +10.93% +0.82%
Swisscanto BVG 3 Sustainable Por... reinvestment 202.5100 +11.10% +1.28%

Performance

YTD  
+7.95%
6 Months  
+2.75%
1 Year  
+11.10%
3 Years  
+1.28%
5 Years  
+16.26%
10 Years  
+41.73%
Since start  
+102.51%
Year
2023  
+7.01%
2022
  -14.58%
2021  
+9.63%
2020  
+4.55%
2019  
+13.26%
2018
  -4.07%
2017  
+9.88%
2016  
+0.83%
2015  
+1.34%