01.09.2008
01.09.2008
31.08.2023
31.08.2023
Periode: 01.01.1985 - 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 40 0.69 5.56 -3.46 0.06 0.97 0.95 -0.43 0.62 3.62 -0.25 A 3601 avenirplus 45 164 544 5.92 Customized Benchmark 2016 -0.90 -3.20
AWI BVG 35 allegro 1.54 7.79 -4.56 0.15 0.97 0.95 0.12 0.87 2.12 -0.02 A 2841 AWI 287 564 152.30 Customized Benchmark 1984 -0.05 -0.97
BAL BVG-Mix 40 Plus 1.38 7.08 -4.31 0.14 0.96 0.93 0.06 0.78 2.70 -0.08 A 2850 Bâloise 835 628 180.54 Customized Benchmark 1997 -0.21 -1.68
CSA BVG 25-45 Dynamic I 1.96 7.90 -4.35 0.20 0.95 0.90 0.54 0.85 2.85 0.13 A 3452 CSA 30 725 295 25.67 Customized Benchmark 2016 0.37 -0.86
CSA Mixta-BVG I 0.72 6.52 -3.92 0.05 0.99 0.97 -0.54 0.73 2.61 -0.33 A 3099 CSA 2 733 319 1’441.84 Customized Benchmark 2006 -0.87 -2.25
CSA2 Mixta-BVG 35 1.12 6.71 -3.93 0.11 0.99 0.98 -0.18 0.76 2.34 -0.20 A 2856 CSA 2 887 904 547.23 Customized Benchmark 1974 -0.47 -2.05
HEL BVG-Mix Plus 35 1.83 6.18 -3.46 0.23 0.99 0.98 0.61 0.69 2.86 0.08 A 3377 Helvetia 3 539 998 4.30 Customized Benchmark 2013 0.24 -2.59
IST Mixta Optima 35 0.88 6.68 -3.96 0.07 0.98 0.96 -0.40 0.74 2.63 -0.27 A 2932 IST 1 952 320 229.52 Customized Benchmark 2005 -0.71 -2.09
JSS BVG Nachhaltigkeit -0.18 6.21 -3.59 -0.09 0.99 0.98 -1.40 0.70 2.78 -0.63 A 2951 J. Safra Sarasin 1 016 862 86.09 Customized Benchmark 2000 -1.77 -2.55
JSS BVG Wachstum -1.68 6.13 -3.96 -0.33 0.97 0.93 -2.88 0.68 3.25 -1.00 A 2953 J. Safra Sarasin 287 401 188.19 Customized Benchmark 1991 -3.27 -2.63
SLA BVG-Mix 35 1.40 6.13 -3.49 0.16 0.98 0.97 0.19 0.69 2.97 -0.06 A 2823 Swiss Life 1 245 606 343.09 Customized Benchmark 2001 -0.19 -2.63
UBS1 BVG-40 Aktiv Plus -0.36 7.25 -4.28 -0.10 0.99 0.98 -1.72 0.82 1.88 -1.03 A 3427 UBS 1 11 763 867 257.89 Customized benchmark 2010 -1.95 -1.51
UBS1 BVG-40 Indexiert (CHF hedged) 2.96 7.75 -4.13 0.33 0.98 0.95 1.50 0.86 2.09 0.64 I 3431 UBS 1 27 400 346 292.01 Customized benchmark 2015 1.37 -1.01
ZÜR Profil Progressiv 3.26 7.24 -4.17 0.39 0.97 0.95 1.87 0.80 2.37 0.69 A 3045 Zürich 2 844 727 37.09 Customized Benchmark 2007 1.67 -1.52
| |Pictet BVG/LPP 40 |1.59 |8.76 |-4.75 |0.14 | | | | | | | | | | | | | | |
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