Swisscanto(CH)IPF IV Re.Po.95 ASTT BVG/ CH0560154608 /
| NAV01/10/2024 | Chg.-0.6773 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 131.3421CHF | -0.51% | reinvestment | Mixed Fund Worldwide | Swisscanto Fondsl. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -0.51 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.95% | 11.07% | 9.47% | 12.06% | -% |
| Sharpe ratio | 1.54 | 0.54 | 1.58 | 0.02 | - |
| Best month | +3.97% | +3.62% | +5.06% | +6.25% | - |
| Worst month | -2.18% | -2.18% | -3.63% | -7.90% | - |
| Maximum loss | -8.73% | -8.73% | -8.73% | -21.59% | - |
| Outperformance | - | - | - | - | - |
All quotes in CHF
Performance
| YTD | +13.58% | ||
|---|---|---|---|
| 6 Months | +4.54% | ||
| 1 Year | +18.21% | ||
| 3 Years | +10.95% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +31.34% | ||
| Year | |||
| 2023 | +10.35% | ||
| 2022 | -17.02% | ||
| 2021 | +22.90% | ||
