Swisscanto(CH)IPF IV Re.Po.95 ASTT BVG/ CH0560154608 /
| NAV31.10.2024 | Diff.-1.8124 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 129.9713CHF | -1.38% | thesaurierend | Mischfonds weltweit | Swisscanto Fondsl. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | - | - | - | - | - | 2.75 | - |
| 2021 | 0.12 | 2.41 | 5.56 | 2.18 | 1.22 | 3.10 | 0.71 | 2.65 | -3.51 | 4.11 | -1.34 | 3.93 | +22.90% |
| 2022 | -4.23 | -2.62 | 2.60 | -4.44 | -1.10 | -7.90 | 6.25 | -3.31 | -7.34 | 5.82 | 3.93 | -4.84 | -17.02% |
| 2023 | 5.45 | -1.36 | 1.58 | 1.09 | -0.20 | 2.73 | 1.12 | -1.47 | -2.52 | -3.63 | 5.06 | 2.47 | +10.35% |
| 2024 | 1.42 | 3.69 | 3.97 | -2.18 | 3.62 | 1.27 | 0.94 | 0.22 | 0.56 | -1.55 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9.76% | 10.93% | 9.25% | 12.05% | -% |
| Sharpe Ratio | 1.24 | 0.67 | 1.94 | -0.12 | - |
| Bester Monat | +3.97% | +3.62% | +5.06% | +6.25% | - |
| Schlechtester Monat | -2.18% | -2.18% | -3.63% | -7.90% | - |
| Maximaler Verlust | -8.73% | -8.73% | -8.73% | -21.59% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Performance
| lfd. Jahr | +12.40% | ||
|---|---|---|---|
| 6 Monate | +5.09% | ||
| 1 Jahr | +21.00% | ||
| 3 Jahre | +5.02% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +29.97% | ||
| Jahr | |||
| 2023 | +10.35% | ||
| 2022 | -17.02% | ||
| 2021 | +22.90% | ||
