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Swisscanto AST Avant BVG Resp.Pf.95 NT/  CH0568992538  /

Fonds
NAV1/23/2025 Chg.+0.5900 Type of yield Investment Focus Investment company
141.2600CHF +0.42% reinvestment Mixed Fund Worldwide Swisscanto Fondsl. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2020 - - - - - - - - - - - 2.81 -
2021 0.18 2.47 5.63 2.23 1.29 3.16 0.77 2.71 -3.44 4.16 -1.27 3.99 +23.79%
2022 -4.16 -2.56 2.67 -4.38 -1.03 -7.84 6.31 -3.24 -7.28 5.88 3.99 -4.77 -16.37%
2023 5.51 -1.30 1.65 1.14 -0.13 2.79 1.18 -1.40 -2.46 -3.56 5.12 2.52 +11.16%
2024 1.49 3.75 4.03 -2.11 3.68 1.33 1.01 0.27 0.62 -1.49 3.05 -1.28 -
2025 3.78 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.66% 11.39% 9.61% 11.84% -%
Sharpe ratio 10.11 0.56 1.58 0.27 -
Best month +3.78% +3.78% +4.03% +6.31% +6.31%
Worst month -1.28% -1.49% -2.11% -7.84% -7.84%
Maximum loss -1.34% -7.39% -8.68% -18.67% -
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  
+3.78%
6 Months  
+4.45%
1 Year  
+17.85%
3 Years  
+18.67%
5 Years     -
Since start  
+41.26%
Year
2023  
+11.16%
2022
  -16.37%
2021  
+23.79%