Alma Platinum IV Systematic Alpha Class I1C-C CHF/ LU0627756538 /
| NAV06.06.2024 | Diff.+0.4600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 132.8900CHF | +0.35% | thesaurierend | Alternative Investments weltweit | Alma Capital IM ▶ |
Monatliche Performance
| Jan | 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% | ||
