01.07.2007
01.07.2007
30.06.2022
30.06.2022
Periode: 01.05.1990 - 30.06.2022 (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 -10.97 6.10 -12.43 -1.13 0.92 0.85 3.35 1.09 2.13 0.78 A 2842 AWI 900 434 14.83 Customized Benchmark 1999 1.46 0.67
BAL BVG-Mix 25 Plus -9.19 4.72 -10.07 -1.30 0.94 0.88 1.80 0.77 1.66 2.18 A 2849 Bâloise 1 307 354 247.85 Customized Benchmark 2003 3.23 -0.71
CSA2 Mixta-BVG 25 -8.39 4.42 -9.53 -1.26 0.94 0.88 2.16 0.84 1.82 2.47 A 2855 CSA 2 887 902 315.76 Customized Benchmark 1997 4.03 -1.01
CSA2 Mixta-BVG 25 Plus -7.21 4.35 -8.43 -0.93 0.87 0.76 2.58 0.68 2.18 2.65 A 3295 CSA 2 11 217 285 125.56 Customized benchmark 2010 5.22 -1.07
HEL BVG-Mix -8.24 5.08 -9.95 -0.95 0.95 0.90 3.97 0.96 1.51 3.08 I 2908 Helvetia 1 176 860 18.69 Customized Benchmark 1993 4.18 -0.35
IST Mixta Optima 25 -7.49 4.90 -8.94 -0.73 0.85 0.73 3.79 0.80 2.43 2.25 A 2931 IST 277 251 591.87 Customized Benchmark 1990 4.93 -0.53
IST2 Mixta Optima 30 -9.26 5.48 -10.29 -0.87 0.80 0.64 2.89 0.79 2.98 1.19 A 3084 IST 2 3 237 560 47.03 Customized Benchmark 2007 3.16 0.05
JSS BVG Nachhaltigkeit Rendite -10.46 4.37 -11.39 -1.85 0.94 0.89 -0.24 0.89 2.07 1.07 A 3110 J. Safra Sarasin 3 543 791 39.57 Customized Benchmark 2007 1.96 -1.06
JSS BVG Rendite -10.19 4.66 -11.37 -1.68 0.93 0.87 0.45 0.96 2.18 1.15 A 2952 J. Safra Sarasin 1 016 859 68.79 Customized Benchmark 1999 2.23 -0.77
SLA BVG-Mix 25 -7.39 4.40 -8.87 -0.98 0.92 0.84 3.17 0.83 2.14 2.61 A 2822 Swiss Life 1 245 601 778.75 Customized Benchmark 2001 5.03 -1.02
SWA BVG Responsible Portfolio 25 -8.04 4.82 -9.63 -0.95 0.91 0.83 3.65 0.93 2.36 2.07 A 2976 Swisscanto Avant 694 458 304.95 Customized Benchmark 1997 4.38 -0.61
SWC BVG Responsible Portfolio 25 WT -8.11 4.53 -9.39 -1.07 0.94 0.89 3.13 0.89 2.06 2.34 A 2977 Swisscanto 2 832 735 48.51 Customized Benchmark 2007 4.32 -0.90
UBS1 BVG-25 Aktiv Plus -8.36 3.96 -9.18 -1.57 0.90 0.81 0.46 0.65 2.19 2.07 A 3426 UBS 1 11 763 766 48.41 Customized benchmark 2010 4.06 -1.47
UBS1 BVG-25 Indexiert (CHF hedged) -9.46 4.63 -10.58 -1.45 0.97 0.94 1.75 0.96 1.73 1.93 I 3430 UBS 1 11 764 415 13.40 Customized benchmark 2012 2.97 -0.79
UBS2 BVG-25 Active Plus -8.21 3.89 -9.04 -1.57 0.89 0.79 0.41 0.64 2.27 2.07 A 3005 UBS 2 28 093 351 87.01 Customized Benchmark 2015 4.21 -1.53
UBS2 BVG-25 Passive (CHF hedged) -9.44 4.65 -10.57 -1.44 0.97 0.93 1.79 0.96 1.73 1.94 I 3311 UBS 2 28 093 313 111.82 Customized Benchmark 2015 2.99 -0.78
ZÜR MIX 20 -7.31 4.44 -8.85 -0.87 0.90 0.82 3.35 0.78 2.16 2.62 A 3555 Zürich 51 249 460 24.36 Customized Benchmark 2020 5.12 -0.99
ZÜR Profil Ausgewogen -8.84 5.27 -10.64 -0.98 0.89 0.79 3.25 0.89 2.01 1.99 A 3043 Zürich 2 844 737 156.88 Customized Benchmark 2007 3.58 -0.16
| |Pictet BVG/LPP 25 |-12.42 |5.43 |-13.49 |-1.90 | | | | | | | | | | | | | | |
Risikofreie Rendite: Libor 3M CHF

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