01.09.2008
01.09.2008
31.08.2023
31.08.2023
Periode: 01.04.1990 - 31.08.2023 (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
AVP BVG 25 -0.09 3.37 -2.21 -0.14 0.96 0.91 -0.83 0.44 4.28 -0.30 A 3600 avenirplus 45 164 538 224.85 Customized Benchmark 2016 -1.31 -3.99
AWI BVG 25 andante 1.16 6.91 -4.02 0.11 0.97 0.94 0.02 0.91 1.86 -0.03 A 2842 AWI 900 434 11.52 Customized Benchmark 1999 -0.06 -0.44
BAL BVG-Mix 25 Plus 0.93 5.75 -3.45 0.10 0.97 0.94 -0.08 0.76 2.29 -0.12 A 2849 Bâloise 1 307 354 251.91 Customized Benchmark 2003 -0.29 -1.60
CSA2 Mixta-BVG 25 0.57 5.71 -3.37 0.03 0.99 0.98 -0.45 0.77 1.94 -0.33 A 2855 CSA 2 887 902 266.15 Customized Benchmark 1997 -0.65 -1.64
CSA2 Mixta-BVG 25 Plus 0.02 5.58 -3.60 -0.06 0.97 0.94 -0.98 0.74 2.38 -0.50 A 3295 CSA 2 11 217 285 135.54 Customized benchmark 2010 -1.21 -1.77
HEL BVG-Mix 2.39 6.45 -3.35 0.31 0.99 0.98 1.26 0.87 1.29 0.89 I 2908 Helvetia 1 176 860 20.37 Customized Benchmark 1993 1.17 -0.91
IST Mixta Optima 25 0.58 5.59 -3.32 0.04 0.97 0.94 -0.42 0.74 2.39 -0.27 A 2931 IST 277 251 546.05 Customized Benchmark 1990 -0.65 -1.76
IST2 Mixta Optima 30 1.12 5.77 -3.62 0.13 0.96 0.91 0.11 0.75 2.51 -0.04 A 3084 IST 2 3 237 560 73.91 Customized Benchmark 2007 -0.10 -1.58
JSS BVG Nachhaltigkeit Rendite -0.73 5.10 -2.98 -0.22 0.98 0.97 -1.68 0.68 2.52 -0.77 A 3110 J. Safra Sarasin 3 543 791 37.32 Customized Benchmark 2007 -1.95 -2.25
JSS BVG Rendite -1.74 5.32 -3.41 -0.40 0.96 0.91 -2.71 0.69 2.77 -1.07 A 2952 J. Safra Sarasin 1 016 859 66.90 Customized Benchmark 1999 -2.96 -2.04
SLA BVG-Mix 25 0.94 5.17 -2.96 0.11 0.98 0.95 -0.01 0.69 2.59 -0.11 A 2822 Swiss Life 1 245 601 806.53 Customized Benchmark 2001 -0.28 -2.18
SWA BVG Responsible Portfolio 25 1.00 6.13 -3.38 0.10 0.94 0.88 -0.04 0.78 2.70 -0.08 A 2976 Swisscanto Avant 694 458 274.23 Customized Benchmark 1997 -0.22 -1.22
SWC BVG Responsible Portfolio 25 WT 1.09 6.13 -3.37 0.12 0.94 0.88 0.06 0.78 2.70 -0.05 A 2977 Swisscanto 2 832 735 42.43 Customized Benchmark 2007 -0.13 -1.23
UBS1 BVG-25 Aktiv Plus -0.32 5.50 -3.38 -0.13 0.98 0.97 -1.32 0.74 2.18 -0.70 A 3426 UBS 1 11 763 766 161.52 Customized benchmark 2010 -1.55 -1.85
UBS1 BVG-25 Indexiert (CHF hedged) 2.30 6.04 -3.17 0.31 0.98 0.95 1.22 0.80 1.99 0.53 I 3430 UBS 1 11 764 415 148.22 Customized benchmark 2012 1.07 -1.32
ZÜR MIX 20 1.72 5.84 -3.34 0.23 0.95 0.91 0.70 0.76 2.51 0.20 A 3555 Zürich 51 249 460 29.26 Customized Benchmark 2020 0.50 -1.52
ZÜR Profil Ausgewogen 2.39 6.33 -3.77 0.31 0.96 0.92 1.29 0.83 2.20 0.52 A 3043 Zürich 2 844 737 176.34 Customized Benchmark 2007 1.17 -1.02
| |Pictet BVG/LPP 25 |1.22 |7.35 |-3.88 |0.11 | | | | | | | | | | | | | | |
Risikofreie Rendite: SNB CHF Interest Rate Target Range 3 Months

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