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Alma Platinum IV Systematic Alpha Class R1C-C CHF/  LU0627757692  /

Fonds
NAV17.05.2024 Diff.+47,5801 Ertragstyp Ausrichtung Fondsgesellschaft
12.076,1104CHF +0,40% thesaurierend Alternative Investments weltweit Alma Capital IM ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2017 - - - -0,89 0,34 -2,26 -0,35 2,72 -2,26 2,49 1,67 2,45 -
2018 3,95 -5,27 -0,72 1,24 -0,72 0,79 -0,57 0,88 -0,22 -2,38 1,21 -2,46 -4,48%
2019 -2,05 0,66 1,40 1,40 -0,08 -1,97 2,38 4,42 -2,84 -2,12 -1,67 0,50 -0,23%
2020 -0,94 -3,56 -5,08 -0,70 -3,57 -3,64 -2,07 -3,22 0,04 -0,29 -1,35 4,51 -18,44%
2021 -0,15 3,04 0,39 2,08 2,28 -1,69 0,76 0,38 0,87 0,91 -4,93 1,17 +4,98%
2022 2,11 2,88 7,75 4,07 -0,52 0,44 -2,31 2,51 2,43 0,10 -3,22 -0,06 +16,91%
2023 -0,64 2,47 -3,48 3,23 1,59 2,38 -0,70 0,96 2,14 0,12 -1,05 -1,51 +5,43%
2024 2,03 3,84 2,62 1,91 -2,39 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,83% 5,50% 5,49% 8,02% 8,35%
Sharpe Ratio 3,35 1,68 1,52 0,68 -0,19
Bester Monat +3,84% +3,84% +3,84% +7,75% +7,75%
Schlechtester Monat -2,39% -2,39% -2,39% -4,93% -5,08%
Maximaler Verlust -2,92% -2,92% -3,29% -7,42% -27,21%
Outperformance +4,26% - -6,53% -13,16% -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Alma Platinum IV Systematic Alph... thesaurierend 120.374,6406 +15,15% +37,75%
Alma Platinum IV Systematic Alph... thesaurierend 133,4400 +12,91% +33,04%
Alma Platinum IV Systematic Alph... thesaurierend 29.626,6191 +14,67% +37,81%
Alma Platinum IV Systematic Alph... thesaurierend 12.076,1104 +12,15% +30,64%
Alma Platinum IV Systematic Alph... thesaurierend 160,5800 +15,43% +37,14%
Alma Platinum IV Systematic Alph... thesaurierend 183,1100 +17,22% +42,65%
Alma Platinum IV Systematic Alph... thesaurierend 163,5300 +16,92% +41,76%
Alma Platinum IV Systematic Alph... ausschüttend 145,6800 +16,86% +41,88%
Alma Platinum IV Systematic Alph... thesaurierend 147,7300 +17,04% +42,36%
Alma Platinum IV Systematic Alph... ausschüttend 132,4400 +16,85% +41,80%
Alma Platinum IV Systematic Alph... thesaurierend 12.753,5195 +15,31% +36,75%
Alma Platinum IV Systematic Alph... thesaurierend 12.650,9004 +14,37% +33,78%
Alma Platinum IV Systematic Alph... thesaurierend 13.962,1299 +15,32% +36,85%
Alma Platinum IV Systematic Alph... thesaurierend 16.718,4395 +16,30% +39,96%
Alma Platinum IV Systematic Alph... thesaurierend 14.542,9902 +16,76% +41,48%
Alma Platinum IV Systematic Alph... thesaurierend 14.852,9004 +16,03% +39,33%
Alma Platinum IV Systematic Alph... thesaurierend 14.147,8398 +17,02% +42,03%
Alma Platinum IV Systematic Alph... thesaurierend 14.380,7500 +14,59% +34,47%

Performance

lfd. Jahr  
+8,14%
6 Monate  
+6,28%
1 Jahr  
+12,15%
3 Jahre  
+30,64%
5 Jahre  
+11,48%
10 Jahre     -
seit Beginn  
+11,60%
Jahr
2023  
+5,43%
2022  
+16,91%
2021  
+4,98%
2020
  -18,44%
2019
  -0,23%
2018
  -4,48%