01.03.2008
01.03.2008
28.02.2023
28.02.2023
Periode: 01.01.1985 - 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 35 allegro -7.34 10.23 -11.18 -2.75 1.00 1.00 7.65 1.11 1.92 0.47 A 2841 AWI 287 564 151.88 Customized Benchmark 1984 0.83 -0.74
BAL BVG-Mix 40 Plus -6.22 9.37 -10.13 -3.56 1.00 1.00 2.40 0.56 2.50 0.85 A 2850 Bâloise 835 628 162.90 Customized Benchmark 1997 1.96 -1.59
CSA BVG 25-45 Dynamic I -9.51 10.24 -13.01 -3.71 1.00 1.00 7.23 1.87 2.79 -0.52 A 3452 CSA 30 725 295 25.46 Customized Benchmark 2016 -1.33 -0.73
CSA Mixta-BVG I -6.08 8.56 -9.05 -2.61 1.00 1.00 8.67 1.18 2.70 0.84 A 3099 CSA 2 733 319 1’541.77 Customized Benchmark 2006 2.10 -2.41
CSA2 Mixta-BVG 35 -5.92 8.61 -8.94 -3.06 1.00 1.00 6.40 1.08 2.56 0.95 A 2856 CSA 2 887 904 566.66 Customized Benchmark 1974 2.26 -2.36
HEL BVG-Mix Plus 35 -4.61 8.17 -7.87 -2.12 1.00 1.00 7.76 0.87 3.04 1.25 A 3377 Helvetia 3 539 998 853.81 Customized Benchmark 2013 3.56 -2.79
IST Mixta Optima 35 -5.32 8.67 -9.35 -1.77 1.00 1.00 8.83 0.88 2.86 1.07 A 2932 IST 1 952 320 249.97 Customized Benchmark 2005 2.86 -2.30
JSS BVG Nachhaltigkeit -6.49 8.30 -9.02 -4.14 1.00 1.00 2.27 0.91 2.86 0.64 A 2951 J. Safra Sarasin 1 016 862 86.12 Customized Benchmark 2000 1.68 -2.66
JSS BVG Wachstum -7.12 7.77 -9.40 -4.86 1.00 1.00 0.17 0.76 3.58 0.32 A 2953 J. Safra Sarasin 287 401 193.01 Customized Benchmark 1991 1.06 -3.19
SLA BVG-Mix 35 -5.45 7.79 -8.66 -1.88 1.00 1.00 11.87 1.23 3.46 0.85 A 2823 Swiss Life 1 245 606 309.89 Customized Benchmark 2001 2.73 -3.18
UBS1 BVG-40 Aktiv Plus -6.43 9.25 -9.37 -6.72 1.00 1.00 -2.30 0.41 2.02 0.93 A 3427 UBS 1 11 763 867 262.75 Customized benchmark 2010 1.75 -1.72
UBS1 BVG-40 Indexiert (CHF hedged) -7.08 9.97 -10.68 -3.64 1.00 1.00 5.42 1.33 1.83 0.65 I 3431 UBS 1 27 400 346 295.31 Customized benchmark 2015 1.10 -0.99
ZÜR Profil Progressiv -4.63 9.63 -9.77 -1.85 1.00 1.00 16.93 1.74 2.31 1.64 A 3045 Zürich 2 844 727 29.11 Customized Benchmark 2007 3.55 -1.33
| |Pictet BVG/LPP 40 |-8.18 |10.97 |-11.58 |-4.93 | | | | | | | | | | | | | | |
Risikofreie Rendite: Libor 3M CHF

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