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Swisscanto AST Avant BVG Resp.Pf.95 DT/  CH0568992488  /

Fonds
NAV23/01/2025 Chg.+0.5800 Type of yield Investment Focus Investment company
136.9400CHF +0.43% reinvestment Mixed Fund Worldwide Swisscanto Fondsl. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2020 - - - - - - - - - - - 2.75 -
2021 0.12 2.40 5.55 2.18 1.22 3.10 0.71 2.65 -3.50 4.10 -1.34 3.93 +22.86%
2022 -4.22 -2.61 2.60 -4.44 -1.09 -7.89 6.25 -3.31 -7.33 5.81 3.92 -4.82 -16.99%
2023 5.44 -1.36 1.59 1.08 -0.20 2.72 1.12 -1.47 -2.52 -3.62 5.06 2.46 +10.34%
2024 1.42 3.69 3.96 -2.18 3.62 1.26 0.94 0.21 0.56 -1.55 2.99 -1.35 -
2025 3.73 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.67% 11.40% 9.62% 11.85% -%
Sharpe ratio 9.94 0.49 1.49 0.20 -
Best month +3.73% +3.73% +3.96% +6.25% +6.25%
Worst month -1.35% -1.55% -2.18% -7.89% -7.89%
Maximum loss -1.36% -7.42% -8.72% -18.99% -
Outperformance - - - - -
 
All quotes in CHF

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Swisscanto AST Avant BVG Resp.Pf... reinvestment 136.9400 +16.98% +16.03%
Swisscanto AST Avant BVG Resp.Pf... reinvestment 138.0800 +17.21% +16.73%
Swisscanto AST Avant BVG Resp.Pf... reinvestment 141.2600 +17.85% +18.67%
Swisscanto AST Avant BVG Resp.Pf... reinvestment 131.6900 +17.86% +18.67%

Performance

YTD  
+3.73%
6 Months  
+4.06%
1 Year  
+16.98%
3 Years  
+16.03%
5 Years     -
Since start  
+36.94%
Year
2023  
+10.34%
2022
  -16.99%
2021  
+22.86%