Alteritas Strategie Fonds CHF/ LI0274111041 /
| NAV18.09.2024 | Diff.+2.2800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 103.5700CHF | +2.25% | thesaurierend | Mischfonds weltweit | IFM Indep. Fund M. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | 1.36 | -0.25 | 2.55 | -0.63 | 1.70 | -1.54 | 4.04 | -3.19 | 2.75 | 0.89 | -2.02 | +3.63% |
| 2022 | -8.49 | -2.14 | 1.48 | -5.08 | -0.53 | -7.95 | 1.52 | -1.39 | -3.75 | 1.49 | 3.34 | -0.14 | -20.31% |
| 2023 | 3.17 | -0.57 | 2.39 | -1.13 | 0.44 | 0.96 | -0.16 | -1.54 | -1.34 | -2.59 | 3.43 | 2.41 | +5.36% |
| 2024 | 0.95 | 4.95 | 4.65 | -1.10 | 2.89 | -1.93 | -1.25 | -3.45 | -1.24 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.21% | 13.54% | 11.09% | 11.12% | -% |
| Sharpe Ratio | 0.20 | -0.82 | 0.29 | -0.70 | - |
| Bester Monat | +4.95% | +4.65% | +4.95% | +4.95% | - |
| Schlechtester Monat | -3.45% | -3.45% | -3.45% | -8.49% | - |
| Maximaler Verlust | -11.37% | -11.37% | -11.37% | -29.38% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Performance
| lfd. Jahr | +4.18% | ||
|---|---|---|---|
| 6 Monate | -3.91% | ||
| 1 Jahr | +6.65% | ||
| 3 Jahre | -12.41% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | -9.34% | ||
| Jahr | |||
| 2023 | +5.36% | ||
| 2022 | -20.31% | ||
| 2021 | +3.63% | ||
