W&P Dynamic Portfolio CHF - Klasse CHF/ CH1105195767 /
| NAV07/11/2024 | Chg.+0.5700 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 113.8600CHF | +0.50% | reinvestment | Mixed Fund Worldwide | 1741 Fund Solutions ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | 1.82 | -4.36 | -2.39 | -6.39 | 4.85 | -2.90 | -5.99 | 2.93 | 3.07 | -4.47 | - |
| 2023 | 5.57 | -0.93 | 3.03 | 0.53 | 2.11 | 1.07 | -0.54 | -1.23 | -2.53 | -2.56 | 5.37 | 2.43 | +12.60% |
| 2024 | 1.11 | 3.13 | 3.09 | -1.99 | 3.13 | 2.04 | -0.60 | -0.28 | 0.42 | -0.14 | 2.48 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 8.80% | 9.52% | 8.42% | -% | -% |
| Sharpe ratio | 1.41 | 0.87 | 1.93 | - | - |
| Best month | +3.13% | +3.13% | +5.37% | +5.57% | - |
| Worst month | -1.99% | -0.60% | -1.99% | -6.39% | - |
| Maximum loss | -7.49% | -7.49% | -7.49% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in CHF
Performance
| YTD | +12.92% | ||
|---|---|---|---|
| 6 Months | +5.55% | ||
| 1 Year | +19.28% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +8.56% | ||
| Year | |||
| 2023 | +12.60% | ||
