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Swisscanto(LU)Pf.F.Resp.Relax(EUR)AT/  LU1775789677  /

Fonds
NAV7/3/2024 Chg.+0.4500 Type of yield Investment Focus Investment company
103.3400EUR +0.44% reinvestment Mixed Fund Worldwide Swisscanto AM Int. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - - 0.57 0.19 -0.14 0.23 0.05 -0.24 -0.97 -0.18 -1.25 -
2019 1.87 0.70 1.42 0.51 -0.79 1.66 1.32 0.34 0.18 -0.45 0.34 -0.18 +7.12%
2020 1.37 -0.76 -6.23 3.51 0.20 1.59 0.68 0.20 0.22 0.34 2.22 0.22 +3.29%
2021 0.01 -1.18 0.89 -0.20 -0.12 1.34 1.29 -0.04 -1.20 0.46 0.97 -0.28 +1.90%
2022 -1.88 -2.15 -0.74 -2.93 -0.50 -3.25 3.55 -3.07 -3.88 0.31 2.43 -2.35 -13.80%
2023 2.66 -1.11 1.13 0.06 0.20 0.32 0.37 -0.33 -1.75 -1.09 3.42 2.81 +6.75%
2024 0.22 -0.08 1.40 -1.41 0.59 0.65 0.36 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 3.68% 3.70% 4.20% 4.55% 4.53%
Sharpe ratio -0.07 0.08 0.31 -1.21 -0.86
Best month +2.81% +1.40% +3.42% +3.55% +3.55%
Worst month -1.41% -1.41% -1.75% -3.88% -6.23%
Maximum loss -1.75% -1.75% -3.65% -15.96% -15.96%
Outperformance +4.44% - +3.01% - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Swisscanto(LU)Pf.F.Resp.Relax(EU... paying dividend 98.7900 +5.02% -5.31%
Swisscanto(LU)Pf.F.Resp.Relax(EU... reinvestment 103.3400 +5.02% -5.31%

Performance

YTD  
+1.71%
6 Months  
+1.98%
1 Year  
+5.02%
3 Years
  -5.31%
5 Years
  -0.83%
10 Years     -
Since start  
+3.34%
Year
2023  
+6.75%
2022
  -13.80%
2021  
+1.90%
2020  
+3.29%
2019  
+7.12%