Upright Umbrella - Schweizer Aktienperlen T-USD/ CH1120487686 /
NAV22/08/2024 | Chg.+0.5300 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
91.0700USD | +0.59% | reinvestment | Equity Mixed Sectors | Tareno Int. AM (CH) ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | - | - | - | - | - | -1.30 | 5.29 | 2.36 | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | -% | -% | -% | -% | -% |
Sharpe ratio | - | - | - | - | - |
Best month | +5.29% | +5.29% | +5.29% | - | - |
Worst month | -1.30% | -1.30% | -1.30% | - | - |
Maximum loss | - | - | - | - | - |
Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
Upright Umbrella - Schweizer Akt... | reinvestment | 84.7600 | - | - | |
Upright Umbrella - Schweizer Akt... | reinvestment | 96.6300 | - | - | |
Upright Umbrella - Schweizer Akt... | reinvestment | 91.0700 | - | - |
Performance
YTD | - | ||
---|---|---|---|
6 Months | - | ||
1 Year | - | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +6.79% | ||
Year |