Alma Platinum IV Systematic Alpha Class R1C-C CHF/ LU0627757692 /
NAV16.05.2024 | Diff.+6.6699 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
12'028.5303CHF | +0.06% | thesaurierend | Alternative Investments weltweit | Alma Capital IM ▶ |
Monatliche Performance
Jan | 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 | -2.78 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 5.84% | 5.48% | 5.48% | 8.02% | 8.35% |
Sharpe Ratio | 3.16 | 1.58 | 1.52 | 0.67 | -0.20 |
Bester Monat | +3.84% | +3.84% | +3.84% | +7.75% | +7.75% |
Schlechtester Monat | -2.78% | -2.78% | -2.78% | -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 | 119'886.7578 | +15.11% | +37.19% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 132.9100 | +12.87% | +32.51% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 29'502.8496 | +14.61% | +37.23% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 12'028.5303 | +12.12% | +30.12% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 159.9300 | +15.40% | +36.59% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 182.3500 | +17.17% | +42.06% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 162.8500 | +16.87% | +41.17% | |
Alma Platinum IV Systematic Alph... | ausschüttend | 145.0800 | +16.81% | +41.29% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 147.1100 | +16.99% | +41.77% | |
Alma Platinum IV Systematic Alph... | ausschüttend | 131.9000 | +16.81% | +41.22% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 12'701.4199 | +15.27% | +36.19% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 12'599.4297 | +14.33% | +33.24% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 13'905.0898 | +15.27% | +36.29% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 16'649.6895 | +16.25% | +39.38% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 14'482.8096 | +16.71% | +40.89% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 14'791.6904 | +15.99% | +38.76% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 14'089.4199 | +16.97% | +41.44% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 14'322.1504 | +14.55% | +33.92% |
Performance
lfd. Jahr | +7.72% | ||
---|---|---|---|
6 Monate | +6.00% | ||
1 Jahr | +12.12% | ||
3 Jahre | +30.12% | ||
5 Jahre | +11.04% | ||
10 Jahre | - | ||
seit Beginn | +11.16% | ||
Jahr | |||
2023 | +5.43% | ||
2022 | +16.91% | ||
2021 | +4.98% | ||
2020 | -18.44% | ||
2019 | -0.23% | ||
2018 | -4.48% |