01.03.2009
01.03.2009
29.02.2024
29.02.2024
Periode: 01.04.1990 - 29.02.2024 (179 Monate)
Print Formeln Hilfe
A. Bezeichnung Perf. Vol. MDD SR Korr. R2 Alpha Beta TE IR A/I _id _fshortname _valor _size _fund_benchmark _launchdate _er_perf _er_vol
AWI BVG 25 andante 5.04 4.16 -3.11 1.10 0.90 0.81 -2.45 1.18 1.89 -0.73 A 2842 AWI 900 434 11.65 Customized Benchmark 1999 -1.46 0.98
BAL BVG-Mix 25 Plus 5.01 3.25 -1.92 1.39 0.89 0.79 -0.89 0.91 1.50 -0.94 A 2849 Bâloise 1 307 354 299.48 Customized Benchmark 2003 -1.49 0.07
CSA2 Mixta-BVG 25 4.53 3.44 -2.48 1.18 0.97 0.93 -2.16 1.05 0.89 -2.09 A 2855 CSA 2 887 902 239.50 Customized Benchmark 1997 -1.97 0.27
CSA2 Mixta-BVG 25 Plus 4.02 3.78 -2.88 0.95 0.94 0.88 -3.04 1.12 1.37 -1.72 A 3295 CSA 2 11 217 285 133.19 Customized benchmark 2010 -2.48 0.60
HEL BVG-Mix 6.28 3.32 -2.16 1.73 0.95 0.90 -0.15 0.99 1.03 -0.20 I 2908 Helvetia 1 176 860 25.29 Customized Benchmark 1993 -0.22 0.14
IST Mixta Optima 25 3.21 3.55 -2.82 0.79 0.92 0.85 -3.32 1.03 1.38 -2.28 A 2931 IST 277 251 551.93 Customized Benchmark 1990 -3.29 0.37
IST2 Mixta Optima 30 3.73 3.95 -3.07 0.84 0.91 0.83 -3.45 1.14 1.66 -1.59 A 3084 IST 2 3 237 560 75.48 Customized Benchmark 2007 -2.77 0.77
JSS BVG Nachhaltigkeit Rendite 2.43 3.11 -2.55 0.65 0.94 0.89 -3.44 0.92 1.08 -3.63 A 3110 J. Safra Sarasin 3 543 791 37.88 Customized Benchmark 2007 -4.07 -0.07
JSS BVG Rendite 1.63 3.38 -3.30 0.37 0.94 0.88 -4.68 1.00 1.17 -4.01 A 2952 J. Safra Sarasin 1 016 859 62.31 Customized Benchmark 1999 -4.87 0.20
SLA BVG-Mix 25 4.19 3.10 -2.23 1.21 0.92 0.85 -1.60 0.90 1.25 -1.76 A 2822 Swiss Life 1 245 601 726.98 Customized Benchmark 2001 -2.32 -0.08
SWA BVG Responsible Portfolio 25 5.73 3.95 -2.54 1.32 0.86 0.74 -1.13 1.07 2.03 -0.36 A 2976 Swisscanto Avant 694 458 271.68 Customized Benchmark 1997 -0.77 0.77
SWC BVG Responsible Portfolio 25 WT 5.82 3.95 -2.52 1.35 0.86 0.74 -1.04 1.07 2.02 -0.32 A 2977 Swisscanto 2 832 735 43.05 Customized Benchmark 2007 -0.68 0.77
UBS1 BVG-25 Aktiv Plus 3.80 2.94 -1.89 1.14 0.94 0.88 -1.81 0.87 1.10 -2.35 A 3426 UBS 1 11 763 766 154.87 Customized benchmark 2010 -2.70 -0.24
UBS1 BVG-25 Indexiert (CHF hedged) 5.68 3.35 -2.09 1.55 0.89 0.79 -0.42 0.94 1.52 -0.51 I 3430 UBS 1 11 764 415 139.00 Customized benchmark 2012 -0.82 0.17
ZÜR MIX 20 4.71 3.32 -2.27 1.28 0.90 0.80 -1.32 0.94 1.48 -1.15 A 3555 Zürich 51 249 460 36.21 Customized Benchmark 2020 -1.79 0.14
ZÜR Profil Ausgewogen 5.45 3.49 -2.46 1.42 0.92 0.85 -1.07 1.01 1.33 -0.74 A 3043 Zürich 2 844 737 199.60 Customized Benchmark 2007 -1.05 0.31
| |Pictet BVG/LPP 25 |6.50 |3.18 |-1.65 |1.87 | | | | | | | | | | | | | | |
Risikofreie Rendite: SNB CHF Interest Rate Target Range 3 Months

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