Swisscanto BVG 3 R.Portfolio 75 RT/ CH0414854486 /
| NAV23.01.2025 | Diff.+0.4500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 144.2500CHF | +0.31% | thesaurierend | Mischfonds weltweit | Swisscanto Fondsl. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - | - | - | - | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 6.52% | 9.14% | 7.82% | 9.20% | 11.13% |
| Sharpe Ratio | 9.30 | 0.54 | 1.50 | 0.17 | 0.26 |
| Bester Monat | +3.14% | +3.14% | +3.36% | +4.84% | +7.59% |
| Schlechtester Monat | -1.23% | -1.30% | -1.92% | -6.37% | -7.31% |
| Maximaler Verlust | -1.05% | -5.70% | -6.72% | -15.76% | -23.74% |
| Outperformance | +6.66% | - | +7.93% | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto BVG 3 R.Portfolio 75 ... | thesaurierend | 144.2500 | +14.39% | +13.19% | |
| Swisscanto BVG 3 R.Portfolio 75 ... | thesaurierend | 141.3500 | +15.20% | +15.59% |
Performance
| lfd. Jahr | +3.14% | ||
|---|---|---|---|
| 6 Monate | +3.75% | ||
| 1 Jahr | +14.39% | ||
| 3 Jahre | +13.19% | ||
| 5 Jahre | +30.84% | ||
| seit Beginn | +44.25% | ||
| Jahr | |||
| 2023 | +8.59% | ||
| 2022 | -14.64% | ||
| 2021 | +17.50% | ||
| 2020 | +5.88% | ||
| 2019 | +18.55% | ||