Upright Umbrella - Schweizer Aktienperlen T EUR/ CH1120487702 /
| NAV2024-09-30 | Chg.-0.4100 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 98.3500EUR | -0.42% | reinvestment | Equity Mixed Sectors | Tareno Int. AM (CH) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | - | - | - | - | -0.03 | 4.29 | 1.22 | 0.19 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | -% | -% | -% | -% | -% |
| Sharpe ratio | - | - | - | - | - |
| Best month | +4.29% | +4.29% | +4.29% | - | - |
| Worst month | -0.03% | -0.03% | -0.03% | - | - |
| Maximum loss | - | - | - | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Upright Umbrella - Schweizer Akt... | reinvestment | 85.7300 | - | - | |
| Upright Umbrella - Schweizer Akt... | reinvestment | 98.3500 | - | - | |
| Upright Umbrella - Schweizer Akt... | reinvestment | 93.0600 | - | - |
Performance
| YTD | - | ||
|---|---|---|---|
| 6 Months | - | ||
| 1 Year | - | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +5.86% | ||
| Year | |||
