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Alma Platinum IV Systematic Alpha Class I1C-C CHF/  LU0627756538  /

Fonds
NAV06.06.2024 Diff.+0,4600 Ertragstyp Ausrichtung Fondsgesellschaft
132,8900CHF +0,35% thesaurierend Alternative Investments weltweit Alma Capital IM ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2017 - 2,35 -0,17 -0,84 0,42 -2,19 -0,28 2,80 -2,19 2,55 1,72 2,56 +5,30%
2018 4,02 -5,21 -0,65 1,32 -0,65 0,86 -0,49 0,95 -0,15 -2,30 1,31 -2,32 -3,55%
2019 -1,94 0,75 1,47 1,50 -0,01 -1,91 2,46 4,47 -2,78 -2,08 -1,54 0,60 +0,73%
2020 -0,84 -3,53 -4,93 -0,64 -3,53 -3,57 -2,02 -3,15 0,11 -0,23 -1,29 4,55 -17,79%
2021 -0,08 3,11 0,46 2,13 2,35 -1,61 0,83 0,46 0,95 0,97 -4,85 1,24 +5,87%
2022 2,20 2,93 7,82 3,71 -0,45 0,49 -1,91 2,22 2,50 0,15 -3,10 0,03 +17,40%
2023 -0,56 2,43 -3,30 3,16 1,65 2,41 -0,64 1,01 2,18 0,20 -0,93 -1,46 +6,09%
2024 2,09 3,88 2,65 1,98 -1,81 -0,98 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,82% 5,64% 5,50% 7,87% 8,24%
Sharpe Ratio 2,72 1,96 1,22 0,71 -0,06
Bester Monat +3,88% +3,88% +3,88% +7,82% +7,82%
Schlechtester Monat -1,81% -1,81% -1,81% -4,85% -4,93%
Maximaler Verlust -3,17% -3,17% -3,17% -7,04% -26,41%
Outperformance +4,68% - -5,78% -10,88% -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Alma Platinum IV Systematic Alph... thesaurierend 120.029,4531 +12,73% +35,50%
Alma Platinum IV Systematic Alph... thesaurierend 132,8900 +10,46% +30,66%
Alma Platinum IV Systematic Alph... thesaurierend 29.520,4199 +12,12% +35,40%
Alma Platinum IV Systematic Alph... thesaurierend 12.022,3301 +9,70% +28,31%
Alma Platinum IV Systematic Alph... thesaurierend 160,1400 +12,96% +34,85%
Alma Platinum IV Systematic Alph... thesaurierend 182,7600 +14,68% +40,31%
Alma Platinum IV Systematic Alph... thesaurierend 163,2000 +14,41% +39,44%
Alma Platinum IV Systematic Alph... ausschüttend 145,3800 +14,35% +39,55%
Alma Platinum IV Systematic Alph... thesaurierend 147,4500 +14,52% +40,03%
Alma Platinum IV Systematic Alph... ausschüttend 132,1600 +14,34% +39,45%
Alma Platinum IV Systematic Alph... thesaurierend 12.718,0596 +12,84% +34,47%
Alma Platinum IV Systematic Alph... thesaurierend 12.609,7900 +11,91% +31,56%
Alma Platinum IV Systematic Alph... thesaurierend 13.923,3398 +12,85% +34,57%
Alma Platinum IV Systematic Alph... thesaurierend 16.679,8496 +13,79% +37,67%
Alma Platinum IV Systematic Alph... thesaurierend 14.512,7598 +14,26% +39,16%
Alma Platinum IV Systematic Alph... thesaurierend 14.817,0703 +13,55% +37,07%
Alma Platinum IV Systematic Alph... thesaurierend 14.120,0498 +14,50% +39,69%
Alma Platinum IV Systematic Alph... thesaurierend 14.335,8301 +12,14% +32,23%

Performance

lfd. Jahr  
+7,94%
6 Monate  
+7,13%
1 Jahr  
+10,46%
3 Jahre  
+30,66%
5 Jahre  
+17,34%
10 Jahre     -
seit Beginn  
+19,71%
Jahr
2023  
+6,09%
2022  
+17,40%
2021  
+5,87%
2020
  -17,79%
2019  
+0,73%
2018
  -3,55%
2017  
+5,30%