01.10.2006
01.10.2006
30.09.2021
30.09.2021
Periode: 01.01.1985 - 30.09.2021 (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
AVP BVG 40 9.88 6.01 -1.92 1.71 0.98 0.96 1.06 0.96 1.23 0.54 A 3601 avenirplus 45 164 544 7.81 Customized Benchmark 2016 0.72 -0.14
AWI BVG 35 allegro 9.77 6.86 -2.50 1.48 0.98 0.97 -0.41 1.10 1.34 0.42 A 2841 AWI 287 564 240.60 Customized Benchmark 1984 0.62 0.72
BAL BVG-Mix 40 Plus 10.25 5.84 -1.94 1.81 0.98 0.95 1.65 0.93 1.30 0.77 A 2850 Bâloise 835 628 152.27 Customized Benchmark 1997 1.10 -0.30
CSA BVG 25-45 Dynamic I 11.79 7.32 -2.57 1.65 0.94 0.88 1.29 1.12 2.62 0.91 A 3452 CSA 30 725 295 28.94 Customized Benchmark 2016 2.64 1.18
CSA Mixta-BVG I 8.67 5.16 -1.85 1.77 0.99 0.97 1.17 0.83 1.34 -0.33 A 3099 CSA 2 733 319 1’801.83 Customized Benchmark 2006 -0.49 -0.98
CSA2 Mixta-BVG 35 8.76 5.17 -1.85 1.79 0.99 0.98 1.20 0.84 1.19 -0.30 A 2856 CSA 2 887 904 723.87 Customized Benchmark 1974 -0.39 -0.97
HEL BVG-Mix Plus 35 8.91 4.88 -1.91 1.92 0.98 0.96 1.86 0.78 1.64 -0.13 A 3377 Helvetia 3 539 998 518.42 Customized Benchmark 2013 -0.24 -1.26
IST Mixta Optima 35 10.61 5.80 -2.11 1.89 0.99 0.98 1.93 0.94 0.89 1.49 A 2932 IST 1 952 320 239.37 Customized Benchmark 2005 1.46 -0.34
JSS BVG Nachhaltigkeit 10.09 5.49 -1.96 1.91 0.98 0.96 2.03 0.88 1.31 0.65 A 2951 J. Safra Sarasin 1 016 862 96.66 Customized Benchmark 2000 0.94 -0.65
JSS BVG Wachstum 9.26 5.17 -2.12 1.87 0.98 0.95 1.76 0.83 1.53 0.06 A 2953 J. Safra Sarasin 287 401 232.15 Customized Benchmark 1991 0.11 -0.97
SLA BVG-Mix 35 9.44 5.41 -1.76 1.83 0.99 0.98 1.47 0.87 1.06 0.25 A 2823 Swiss Life 1 245 606 286.84 Customized Benchmark 2001 0.29 -0.73
UBS1 BVG-40 Aktiv Plus 11.78 5.63 -1.45 2.14 0.98 0.96 3.38 0.90 1.27 1.87 A 3427 UBS 1 11 763 867 27.70 Customized benchmark 2010 2.63 -0.51
UBS1 BVG-40 Indexiert (CHF hedged) 8.02 5.92 -2.45 1.44 0.97 0.94 -0.45 0.94 1.49 -0.70 I 3431 UBS 1 27 400 346 23.97 Customized benchmark 2015 -1.13 -0.22
UBS2 BVG-40 Active Plus 11.64 5.72 -1.46 2.09 0.98 0.96 3.10 0.91 1.21 1.87 A 3004 UBS 2 28 093 357 212.62 Customized Benchmark 2015 2.48 -0.42
UBS2 BVG-40 Passive (CHF hedged) 8.11 5.93 -2.45 1.45 0.97 0.94 -0.39 0.94 1.49 -0.65 I 3312 UBS 2 28 093 322 296.56 Customized Benchmark 2015 -1.05 -0.21
ZÜR Profil Progressiv 12.23 5.83 -1.53 2.13 0.98 0.97 3.42 0.93 1.13 2.46 A 3045 Zürich 2 844 727 28.40 Customized Benchmark 2007 3.07 -0.31
| |Pictet BVG/LPP 40 |9.15 |6.14 |-2.12 |1.57 | | | | | | | | | | | | | | |
Risikofreie Rendite: Libor 3M CHF

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