01.09.2005
01.09.2005
31.07.2020
31.07.2020
Periode: 01.05.1990 - 31.07.2020 (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 0.04 7.13 -7.43 0.10 0.98 0.96 0.44 0.88 1.67 0.24 A 2842 AWI 900 434 14.36 Customized Benchmark 1999 0.40 -0.80
BAL BVG-Mix 25 Plus -2.61 7.67 -8.07 -0.25 0.97 0.95 -2.27 0.95 1.86 -1.23 A 2849 Bâloise 1 307 354 241.81 Customized Benchmark 2002 -2.25 -0.26
CSA2 Mixta-BVG 25 1.22 7.57 -6.92 0.25 0.99 0.99 1.59 0.95 0.97 1.62 A 2855 CSA 2 887 902 416.28 Customized Benchmark 1997 1.58 -0.35
CSA2 Mixta-BVG 25 Plus 1.81 6.74 -6.59 0.37 0.97 0.94 2.21 0.82 2.21 0.97 A 3295 CSA 2 11 217 285 99.08 Customized benchmark 2010 2.16 -1.19
HEL BVG-Mix 0.32 8.84 -8.46 0.11 0.99 0.97 0.64 1.10 1.68 0.40 I 2908 Helvetia 1 176 860 19.02 Customized Benchmark 1993 0.67 0.91
IST Mixta Optima 25 -0.57 7.81 -8.30 0.02 0.96 0.92 -0.20 0.95 2.25 -0.10 A 2931 IST 277 251 738.19 Customized Benchmark 1990 -0.22 -0.12
IST2 Mixta Optima 30 -0.76 9.21 -9.60 -0.01 0.94 0.89 -0.44 1.11 3.20 -0.13 A 3084 IST 2 3 237 560 53.33 Customized Benchmark 2007 -0.40 1.28
JSS BVG Nachhaltigkeit Rendite 0.78 7.80 -7.41 0.19 0.99 0.97 1.15 0.97 1.37 0.83 A 3110 J. Safra Sarasin 3 543 791 45.79 Customized Benchmark 2007 1.14 -0.13
JSS BVG Rendite 2.32 7.81 -7.20 0.38 0.98 0.95 2.67 0.96 1.74 1.52 A 2952 J. Safra Sarasin 1 016 859 68.65 Customized Benchmark 1999 2.68 -0.12
SLA BVG-Mix 25 1.57 6.67 -6.52 0.34 0.98 0.96 1.97 0.82 2.00 0.96 A 2822 Swiss Life 1 245 601 671.74 Customized Benchmark 2001 1.92 -1.25
SWA BVG Portfolio 25 1.73 5.27 -4.91 0.46 0.98 0.95 2.20 0.64 3.11 0.67 A 2976 Swisscanto Avant 694 458 327.43 Customized Benchmark 1997 2.09 -2.66
SWC BVG Portfolio 25 WT 1.75 5.40 -5.04 0.45 0.98 0.95 2.21 0.66 3.00 0.70 A 2977 Swisscanto 2 832 735 58.09 Customized Benchmark 2007 2.11 -2.53
UBS1 BVG-25 Aktiv Plus -0.85 7.51 -7.69 -0.02 0.97 0.95 -0.47 0.92 1.82 -0.27 A 3426 UBS 1 11 763 766 55.84 Customized benchmark 2010 -0.49 -0.42
UBS1 BVG-25 Indexiert (CHF hedged) 0.25 6.87 -6.66 0.14 0.99 0.99 0.65 0.86 1.39 0.43 I 3430 UBS 1 11 764 415 18.42 Customized benchmark 2012 0.60 -1.06
UBS2 BVG-25 Active Plus -0.93 7.57 -7.75 -0.03 0.97 0.95 -0.55 0.93 1.83 -0.32 A 3005 UBS 2 28 093 351 93.88 Customized Benchmark 2015 -0.57 -0.36
UBS2 BVG-25 Passive (CHF hedged) 0.31 6.87 -6.64 0.15 0.99 0.99 0.71 0.86 1.39 0.48 I 3311 UBS 2 28 093 313 162.50 Customized Benchmark 2015 0.66 -1.06
ZÜR BVG Rendite 1.52 7.98 -7.64 0.27 0.99 0.98 1.87 0.99 1.27 1.47 A 3028 Zürich 721 668 3.50 Customized Benchmark 1999 1.88 0.05
ZÜR Profil Ausgewogen 1.26 8.29 -8.18 0.23 0.95 0.91 1.60 1.00 2.58 0.62 A 3043 Zürich 2 844 737 85.66 Customized Benchmark 2007 1.61 0.36
| |Pictet BVG/LPP 25 |-0.36 |7.93 |-7.40 |0.04 | | | | | | | | | | | | | | |
Risikofreie Rendite: Libor 3M CHF

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