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 | |||
