Wydler Global Equity Fund/ CH0016137736 /
| NAV2024-10-01 | Chg.-1.4200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 241.6600CHF | -0.58% | paying dividend | Equity Worldwide | LLB Swiss Investment ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 | - | - | - | - | -4.81 | -0.38 | 4.23 | -0.29 | 2.28 | -0.81 | -0.10 | 1.90 | - |
| 2013 | 6.70 | -0.42 | 3.52 | 1.30 | 4.02 | -5.41 | 1.53 | 0.63 | 2.80 | 2.69 | 1.18 | 2.01 | +22.04% |
| 2014 | 0.38 | 2.14 | -0.04 | 1.11 | 2.41 | 0.19 | -0.63 | 0.81 | 0.62 | 0.51 | 2.00 | 0.22 | +10.12% |
| 2015 | -3.47 | 6.87 | 2.36 | 1.78 | 1.62 | -3.17 | 2.46 | -1.83 | -2.16 | 4.70 | 3.02 | -3.05 | +8.81% |
| 2016 | -4.05 | -2.60 | 1.78 | 4.05 | 2.82 | -2.16 | 1.93 | 0.37 | 0.72 | -1.89 | -0.39 | 3.67 | +3.93% |
| 2017 | 1.05 | 0.07 | 1.54 | 2.29 | 1.64 | -0.59 | 3.03 | -1.14 | 1.62 | 1.11 | -1.79 | 0.87 | +10.04% |
| 2018 | 2.29 | -1.60 | -0.18 | 4.22 | -2.24 | 0.86 | 1.41 | -4.49 | 0.27 | -4.08 | -4.25 | -9.06 | -16.26% |
| 2019 | 6.82 | 1.98 | 0.46 | 5.03 | -6.62 | 3.63 | -2.25 | -3.35 | 1.85 | 2.15 | 2.54 | 2.77 | +15.21% |
| 2020 | -2.20 | -6.69 | -7.63 | 8.59 | 3.17 | 1.28 | -0.86 | 3.06 | -1.57 | -5.23 | 13.11 | 1.56 | +4.72% |
| 2021 | 0.73 | 3.20 | 3.89 | -0.08 | 0.35 | 1.41 | -1.95 | 0.83 | -4.05 | 2.01 | -2.68 | 2.94 | +6.48% |
| 2022 | -2.81 | -1.97 | 2.83 | 0.76 | -1.45 | -10.46 | 2.55 | -1.73 | -7.88 | 7.92 | 5.65 | -3.33 | -10.86% |
| 2023 | 8.50 | -0.72 | 0.69 | -0.24 | -1.60 | 0.91 | 1.48 | -2.23 | -1.77 | -6.21 | 6.51 | 2.22 | +6.95% |
| 2024 | -0.49 | 2.01 | 5.08 | -1.92 | 3.27 | -1.62 | 1.28 | -0.92 | -1.10 | -0.58 | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 15.14% | 17.06% | 14.92% | 14.75% | 15.60% |
| Sharpe ratio | 0.22 | -0.33 | 0.44 | -0.16 | 0.04 |
| Best month | +5.08% | +3.27% | +6.51% | +8.50% | +13.11% |
| Worst month | -1.92% | -1.92% | -6.21% | -10.46% | -10.46% |
| Maximum loss | -9.99% | -9.99% | -9.99% | -21.48% | -26.23% |
| Outperformance | - | - | - | - | - |
All quotes in CHF
Performance
| YTD | +4.88% | ||
|---|---|---|---|
| 6 Months | -1.15% | ||
| 1 Year | +9.77% | ||
| 3 Years | +2.74% | ||
| 5 Years | +20.76% | ||
| 10 Years | +40.43% | ||
| Since start | +83.06% | ||
| Year | |||
| 2023 | +6.95% | ||
| 2022 | -10.86% | ||
| 2021 | +6.48% | ||
| 2020 | +4.72% | ||
| 2019 | +15.21% | ||
| 2018 | -16.26% | ||
| 2017 | +10.04% | ||
| 2016 | +3.93% | ||
| 2015 | +8.81% | ||
Dividends
| 2024-04-16 | 1.60 CHF |
| 2023-04-11 | 2.50 CHF |
| 2022-04-26 | 1.60 CHF |
| 2020-03-18 | 1.40 CHF |
| 2018-03-20 | 1.40 CHF |
| 2016-04-05 | 1.60 CHF |
| 2015-03-24 | 2.60 CHF |
| 2013-03-12 | 1.60 CHF |
