01.03.2009
01.03.2009
29.02.2024
29.02.2024
Periode: 01.01.1985 - 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 35 allegro 5.68 4.68 -3.67 1.11 0.92 0.84 -1.90 1.04 1.86 -0.86 A 2841 AWI 287 564 151.33 Customized Benchmark 1984 -1.71 0.56
BAL BVG-Mix 40 Plus 5.32 4.41 -3.27 1.09 0.91 0.82 -1.75 0.97 1.87 -1.04 A 2850 Bâloise 835 628 188.82 Customized Benchmark 1997 -2.07 0.29
CSA BVG 25-45 Dynamic I 8.29 6.44 -4.99 1.19 0.89 0.79 -1.78 1.39 3.31 0.25 A 3452 CSA 30 725 295 20.29 Customized Benchmark 2016 0.90 2.32
CSA Mixta-BVG I 5.08 4.43 -3.32 1.04 0.95 0.90 -2.32 1.02 1.38 -1.58 A 3099 CSA 2 733 319 1’402.57 Customized Benchmark 2006 -2.31 0.31
CSA2 Mixta-BVG 35 5.13 3.98 -3.10 1.17 0.97 0.93 -1.69 0.94 1.05 -2.04 A 2856 CSA 2 887 904 525.17 Customized Benchmark 1974 -2.26 -0.14
IST Mixta Optima 35 3.63 4.29 -3.59 0.75 0.94 0.89 -3.47 0.99 1.41 -2.52 A 2932 IST 1 952 320 250.79 Customized Benchmark 2005 -3.76 0.17
JSS BVG Nachhaltigkeit 3.20 3.77 -3.04 0.74 0.96 0.92 -3.15 0.88 1.20 -3.32 A 2951 J. Safra Sarasin 1 016 862 86.43 Customized Benchmark 2000 -4.19 -0.35
JSS BVG Wachstum 2.08 3.83 -3.88 0.44 0.94 0.89 -4.25 0.88 1.36 -3.72 A 2953 J. Safra Sarasin 287 401 187.63 Customized Benchmark 1991 -5.31 -0.29
SLA BVG-Mix 35 4.80 3.74 -2.89 1.16 0.95 0.90 -1.50 0.86 1.33 -1.83 A 2823 Swiss Life 1 245 606 371.80 Customized Benchmark 2001 -2.59 -0.38
UBS1 BVG-40 Aktiv Plus 4.20 4.27 -3.33 0.88 0.97 0.93 -3.04 1.00 1.12 -2.71 A 3427 UBS 1 11 763 867 266.24 Customized benchmark 2010 -3.19 0.15
UBS1 BVG-40 Indexiert (CHF hedged) 6.62 4.70 -3.58 1.29 0.89 0.80 -0.86 1.02 2.10 -0.34 I 3431 UBS 1 27 400 346 293.08 Customized benchmark 2015 -0.77 0.58
ZÜR Profil Progressiv 6.50 4.01 -2.90 1.49 0.96 0.91 -0.36 0.93 1.21 -0.69 A 3045 Zürich 2 844 727 130.58 Customized Benchmark 2007 -0.89 -0.11
| |Pictet BVG/LPP 40 |7.39 |4.12 |-2.65 |1.65 | | | | | | | | | | | | | | |
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