Alpina Invest SICAV-Best Select Portf./ LU0096826515 /
NAV2024-04-18 | Chg.-0.0500 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
10.8000CHF | -0.46% | reinvestment | Mixed Fund Worldwide | Alpina Fund M.S.A. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2008 | - | - | - | - | - | - | - | 0.85 | -4.66 | -8.11 | 0.96 | -1.05 | - |
2009 | -0.21 | -2.67 | 0.11 | 2.95 | 2.02 | 1.04 | -0.10 | - | - | - | - | - | - |
2011 | 10.42 | 0.09 | -0.75 | 0.19 | -0.94 | -1.99 | -1.16 | -3.13 | 0.30 | 1.41 | -2.18 | 1.62 | -7.06% |
2012 | 2.10 | 1.17 | 0.48 | -0.48 | -0.97 | 0.20 | 1.95 | 0.48 | 0.57 | -0.09 | 0.19 | 0.85 | +6.59% |
2013 | 2.25 | 0.73 | 2.09 | 0.80 | 1.06 | -2.97 | 1.53 | -0.80 | 1.52 | 1.59 | 0.61 | 0.26 | +8.90% |
2014 | -0.60 | 1.30 | 0.00 | 0.00 | 1.45 | 0.25 | -0.25 | 0.42 | 0.42 | 0.25 | 1.08 | 0.08 | +4.48% |
2015 | -4.61 | 3.80 | 0.83 | -0.66 | 0.25 | -2.40 | 2.29 | -1.99 | -1.86 | 3.28 | 1.50 | -1.40 | -1.32% |
2016 | -2.42 | -1.97 | 1.83 | 0.86 | 1.10 | -1.43 | 1.36 | 1.43 | 0.08 | -0.41 | 0.08 | 1.00 | +1.42% |
2017 | -0.08 | 1.81 | 0.32 | 1.37 | 0.64 | -0.16 | 0.95 | -0.78 | 0.16 | 1.50 | 0.47 | 0.39 | +6.75% |
2018 | 0.15 | -1.62 | -1.02 | 1.42 | -0.47 | -1.41 | 1.35 | -1.18 | -0.56 | -3.59 | -0.83 | -3.34 | -10.64% |
2019 | 4.14 | 1.91 | -0.16 | 2.69 | -1.74 | 0.48 | 1.12 | -1.67 | 1.29 | 1.12 | 1.42 | 0.16 | +11.13% |
2020 | 0.31 | -1.78 | -11.98 | 5.28 | 1.62 | 1.09 | 1.08 | 0.74 | 0.16 | -1.38 | 3.46 | 0.56 | -1.86% |
2021 | 0.47 | 0.00 | 1.18 | 0.23 | -0.23 | 2.49 | -0.23 | 1.29 | -1.43 | -0.61 | -1.30 | 0.70 | +2.53% |
2022 | -4.40 | -3.07 | -0.17 | -2.84 | -1.46 | -5.40 | 1.57 | -0.63 | -5.47 | 2.41 | 1.23 | -3.26 | -19.83% |
2023 | 4.62 | -1.01 | -0.93 | -0.56 | 0.28 | 0.47 | -0.47 | -1.03 | -0.76 | -2.68 | 2.95 | 0.38 | +1.06% |
2024 | 0.38 | 1.90 | 1.96 | -1.37 | - | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 4.14% | 4.41% | 4.50% | 5.47% | 5.65% |
Sharpe ratio | 1.49 | 1.28 | -0.58 | -1.78 | -1.22 |
Best month | +1.96% | +2.95% | +2.95% | +4.62% | +5.28% |
Worst month | -1.37% | -2.68% | -2.68% | -5.47% | -11.98% |
Maximum loss | -1.37% | -2.45% | -6.03% | -24.40% | -24.40% |
Outperformance | -0.02% | - | +4.98% | -1.83% | -3.97% |
All quotes in CHF
Performance
YTD | +2.86% | ||
---|---|---|---|
6 Months | +4.65% | ||
1 Year | +1.31% | ||
3 Years | -16.54% | ||
5 Years | -13.94% | ||
Since start | +2.76% | ||
Year | |||
2023 | +1.06% | ||
2022 | -19.83% | ||
2021 | +2.53% | ||
2020 | -1.86% | ||
2019 | +11.13% | ||
2018 | -10.64% | ||
2017 | +6.75% | ||
2016 | +1.42% | ||
2015 | -1.32% |