01.03.2008
01.03.2008
28.02.2023
28.02.2023
Periode: 01.05.1990 - 28.02.2023 (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
AWI BVG 25 andante -7.51 9.17 -10.64 -4.93 1.00 1.00 28.68 2.02 1.75 0.67 A 2842 AWI 900 434 11.76 Customized Benchmark 1999 1.08 -0.25
BAL BVG-Mix 25 Plus -6.57 7.73 -9.16 -36.83 -1.00 1.00 -15.40 -0.23 2.37 0.92 A 2849 Bâloise 1 307 354 248.41 Customized Benchmark 2003 2.02 -1.69
CSA2 Mixta-BVG 25 -6.03 7.46 -8.29 -4.63 1.00 1.00 30.35 2.08 2.22 1.24 A 2855 CSA 2 887 902 281.72 Customized Benchmark 1997 2.55 -1.96
CSA2 Mixta-BVG 25 Plus -5.80 7.24 -8.05 -2.38 1.00 1.00 48.00 2.75 2.96 1.01 A 3295 CSA 2 11 217 285 136.60 Customized benchmark 2010 2.78 -2.19
HEL BVG-Mix -5.28 8.58 -8.17 -4.62 1.00 1.00 28.08 1.93 1.28 2.78 I 2908 Helvetia 1 176 860 19.81 Customized Benchmark 1993 3.31 -0.85
IST Mixta Optima 25 -4.86 7.28 -7.98 -3.18 1.00 1.00 24.62 1.50 2.86 1.40 A 2931 IST 277 251 552.03 Customized Benchmark 1990 3.73 -2.15
IST2 Mixta Optima 30 -5.03 7.80 -8.83 -1.37 1.00 1.00 30.45 1.63 3.45 1.10 A 3084 IST 2 3 237 560 75.40 Customized Benchmark 2007 3.55 -1.63
JSS BVG Nachhaltigkeit Rendite -7.17 7.04 -8.67 -11.30 1.00 1.00 6.57 1.09 2.60 0.59 A 3110 J. Safra Sarasin 3 543 791 39.10 Customized Benchmark 2007 1.41 -2.39
JSS BVG Rendite -7.36 6.96 -9.06 -9.34 1.00 1.00 11.73 1.38 2.90 0.46 A 2952 J. Safra Sarasin 1 016 859 67.01 Customized Benchmark 1999 1.23 -2.46
SLA BVG-Mix 25 -5.34 6.59 -7.68 -3.20 1.00 1.00 37.67 2.30 3.20 1.09 A 2822 Swiss Life 1 245 601 787.47 Customized Benchmark 2001 3.25 -2.83
SWA BVG Responsible Portfolio 25 -6.63 7.71 -8.68 -6.16 1.00 1.00 22.39 1.78 2.40 0.88 A 2976 Swisscanto Avant 694 458 295.02 Customized Benchmark 1997 1.96 -1.71
SWC BVG Responsible Portfolio 25 WT -6.20 7.69 -8.29 -4.11 1.00 1.00 35.32 2.32 2.47 1.04 A 2977 Swisscanto 2 832 735 45.63 Customized Benchmark 2007 2.39 -1.73
UBS1 BVG-25 Aktiv Plus -5.91 7.08 -8.11 -25.91 -1.00 1.00 -16.72 -0.31 2.67 1.08 A 3426 UBS 1 11 763 766 162.38 Customized benchmark 2010 2.68 -2.34
UBS1 BVG-25 Indexiert (CHF hedged) -6.69 7.85 -9.14 -8.74 1.00 1.00 13.31 1.43 1.90 1.08 I 3430 UBS 1 11 764 415 147.74 Customized benchmark 2012 1.89 -1.57
ZÜR MIX 20 -5.63 7.50 -8.62 -3.07 1.00 1.00 46.63 2.82 2.73 1.16 A 3555 Zürich 51 249 460 25.55 Customized Benchmark 2020 2.95 -1.92
ZÜR Profil Ausgewogen -5.29 8.58 -9.24 -2.84 1.00 1.00 59.37 3.52 2.24 1.58 A 3043 Zürich 2 844 737 166.86 Customized Benchmark 2007 3.29 -0.85
| |Pictet BVG/LPP 25 |-8.58 |9.42 |-10.87 |-16.01 | | | | | | | | | | | | | | |
Risikofreie Rendite: Libor 3M CHF

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