DetailsChartProfileRisk matrixNewsDocuments

Swisscanto BVG 3 R.Portfolio 75 RT/  CH0414854486  /

Fonds
NAV23/01/2025 Chg.+0.4500 Type of yield Investment Focus Investment company
144.2500CHF +0.31% reinvestment Mixed Fund Worldwide Swisscanto Fondsl. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - - - - - 2.75 -0.59 0.19 -3.35 -0.28 -6.04 -
2019 5.76 2.48 1.21 2.92 -3.40 2.88 0.96 -1.23 1.75 0.81 2.45 0.83 +18.55%
2020 -0.37 -6.06 -7.31 6.21 2.24 1.60 0.62 3.28 -0.94 -2.35 7.59 2.30 +5.88%
2021 -0.02 1.66 4.54 1.21 1.22 2.71 0.70 2.11 -2.99 2.98 -0.75 3.09 +17.50%
2022 -3.58 -2.31 1.89 -3.26 -1.14 -6.37 4.84 -2.60 -5.93 4.42 3.10 -3.95 -14.64%
2023 4.58 -1.27 1.46 1.04 -0.19 1.90 0.65 -1.08 -2.02 -3.03 4.34 2.19 +8.59%
2024 1.10 2.92 3.36 -1.92 2.88 1.20 1.06 0.24 0.48 -1.30 2.67 -1.23 -
2025 3.14 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.52% 9.14% 7.82% 9.20% 11.13%
Sharpe ratio 9.30 0.54 1.50 0.17 0.26
Best month +3.14% +3.14% +3.36% +4.84% +7.59%
Worst month -1.23% -1.30% -1.92% -6.37% -7.31%
Maximum loss -1.05% -5.70% -6.72% -15.76% -23.74%
Outperformance +6.66% - +7.93% - -
 
All quotes in CHF

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Swisscanto BVG 3 R.Portfolio 75 ... reinvestment 144.2500 +14.39% +13.19%
Swisscanto BVG 3 R.Portfolio 75 ... reinvestment 141.3500 +15.20% +15.59%

Performance

YTD  
+3.14%
6 Months  
+3.75%
1 Year  
+14.39%
3 Years  
+13.19%
5 Years  
+30.84%
Since start  
+44.25%
Year
2023  
+8.59%
2022
  -14.64%
2021  
+17.50%
2020  
+5.88%
2019  
+18.55%