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Swisscanto BVG 3 Index 45 RT CHF/  CH0238046459  /

Fonds
NAV1/23/2025 Chg.+0.2800 Type of yield Investment Focus Investment company
183.6400CHF +0.15% reinvestment Mixed Fund Worldwide Swisscanto Fondsl. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2014 - - - - - - - 1.66 0.68 0.35 1.80 0.45 -
2015 -2.86 3.76 0.99 -0.38 0.69 -2.50 3.20 -2.74 -1.37 3.92 1.49 -2.33 +1.52%
2016 -1.14 -0.83 0.28 0.94 2.01 -0.66 1.34 0.50 -0.42 -1.10 0.44 1.21 +2.54%
2017 -0.07 2.22 0.46 1.04 0.45 -0.86 1.07 0.19 0.81 1.78 0.24 0.33 +7.90%
2018 -0.62 -1.57 0.00 1.56 -0.46 0.51 1.46 -0.36 0.06 -1.28 0.06 -3.06 -3.73%
2019 3.69 1.70 1.48 2.23 -1.23 1.53 1.34 0.61 0.08 -0.23 1.91 -0.43 +13.34%
2020 0.83 -3.06 -6.12 4.67 1.75 0.74 0.48 1.36 0.17 -2.00 4.48 1.08 +3.95%
2021 -0.52 0.21 3.51 0.44 0.59 2.26 0.78 1.27 -2.54 1.15 0.40 1.41 +9.21%
2022 -2.74 -2.52 -0.28 -1.73 -1.62 -4.74 4.40 -2.61 -4.53 3.47 1.77 -3.84 -14.42%
2023 3.90 -1.14 0.80 0.87 0.67 0.90 0.10 -0.18 -1.02 -1.71 2.91 1.51 +7.73%
2024 0.76 1.97 2.63 -1.13 1.45 1.48 1.16 0.03 0.33 -0.63 2.33 -0.34 -
2025 1.78 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 4.49% 6.05% 5.20% 6.40% 7.31%
Sharpe ratio 6.60 0.74 1.79 -0.02 0.04
Best month +1.78% +2.33% +2.63% +4.40% +4.67%
Worst month -0.34% -0.63% -1.13% -4.74% -6.12%
Maximum loss -0.84% -3.34% -3.71% -13.96% -16.63%
Outperformance +7.11% - +9.72% +14.46% +15.85%
 
All quotes in CHF

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Swisscanto BVG 3 Index 45 VT CHF reinvestment 180.4500 +11.89% +7.42%
Swisscanto BVG 3 Index 45 RT CHF reinvestment 183.6400 +12.01% +7.74%

Performance

YTD  
+1.78%
6 Months  
+3.55%
1 Year  
+12.01%
3 Years  
+7.74%
5 Years  
+15.71%
Since start  
+51.16%
Year
2023  
+7.73%
2022
  -14.42%
2021  
+9.21%
2020  
+3.95%
2019  
+13.34%
2018
  -3.73%
2017  
+7.90%
2016  
+2.54%