iShares Gold CHF H.E.(CH)/ CH0104136285 /
| NAV08/05/2024 | Var.-0.7965 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 160.6327CHF | -0.49% | reinvestment | Special Type Worldwide | BlackRock AM (CH) ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | - | - | - | - | - | - | - | - | - | - | 12.89 | -7.71 | - |
| 2010 | -1.14 | 2.63 | 0.58 | 5.66 | 2.30 | 2.87 | -6.01 | 6.27 | 4.71 | 2.82 | 2.55 | 1.45 | +26.95% |
| 2011 | -5.58 | 6.19 | 1.83 | 6.58 | -0.02 | -2.08 | 7.84 | 10.78 | -11.34 | 6.24 | 1.32 | -12.63 | +6.14% |
| 2012 | 13.62 | 1.38 | -6.18 | -0.81 | -5.80 | 2.54 | 1.35 | 1.52 | 7.45 | -3.30 | 0.32 | -3.98 | +6.64% |
| 2013 | 0.41 | -4.71 | 0.53 | -7.80 | -5.22 | -14.57 | 10.07 | 5.99 | -4.95 | -0.35 | -5.47 | -4.19 | -28.13% |
| 2014 | 4.08 | 5.87 | -2.76 | -0.34 | -3.03 | 5.06 | -2.33 | -0.02 | -5.52 | -4.41 | 1.47 | 1.32 | -1.37% |
| 2015 | 4.34 | -3.90 | -2.73 | -0.74 | 0.78 | -1.88 | -6.47 | 3.03 | -2.04 | 2.34 | -7.32 | -0.22 | -14.46% |
| 2016 | 4.51 | 10.61 | -0.02 | 3.78 | -5.98 | 8.83 | 1.45 | -2.65 | 0.79 | -4.04 | -7.69 | -1.94 | +6.10% |
| 2017 | 4.37 | 3.38 | -1.17 | 1.54 | -0.21 | -2.18 | 1.83 | 3.23 | -2.47 | -1.26 | 0.56 | 0.77 | +8.43% |
| 2018 | 3.43 | -2.26 | 0.11 | -1.12 | -0.93 | -4.47 | -2.64 | -1.89 | -1.51 | 2.06 | -0.09 | 4.82 | -4.76% |
| 2019 | 2.91 | -0.57 | -2.12 | -1.34 | 0.68 | 8.30 | 0.87 | 6.77 | -3.10 | 1.42 | -3.56 | 3.86 | +14.23% |
| 2020 | 3.75 | 1.43 | -0.53 | 5.68 | 1.44 | 2.16 | 10.79 | -0.55 | -3.75 | -0.42 | -6.40 | 7.01 | +21.24% |
| 2021 | -1.64 | -6.66 | -3.18 | 4.39 | 7.35 | -7.44 | 3.40 | -0.70 | -4.11 | 1.42 | 1.82 | 0.73 | -5.58% |
| 2022 | -1.47 | 6.33 | 1.42 | -1.76 | -4.10 | -1.36 | -3.80 | -2.43 | -2.94 | -2.24 | 6.40 | 2.87 | -3.74% |
| 2023 | 5.74 | -5.52 | 7.95 | -0.19 | -1.33 | -2.99 | 2.65 | -1.80 | -4.03 | 6.30 | 1.53 | 0.84 | +8.47% |
| 2024 | -0.79 | -0.72 | 7.78 | 3.85 | -0.01 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 13.21% | 13.46% | 12.17% | 13.60% | 14.97% |
| Indice di Sharpe | 2.18 | 2.16 | 0.40 | 0.02 | 0.33 |
| Mese migliore | +7.78% | +7.78% | +7.78% | +7.95% | +10.79% |
| Mese peggiore | -0.79% | -0.79% | -4.03% | -7.44% | -7.44% |
| Perdita massima | -4.95% | -5.06% | -12.36% | -21.93% | -25.14% |
| Outperformance | +8.51% | - | +10.39% | +3.54% | -14.58% |
Tutte le quotazioni in CHF
Prestazione
| YTD | +10.23% | ||
|---|---|---|---|
| 6 mesi | +15.15% | ||
| 1 anno | +8.57% | ||
| 3 anni | +12.56% | ||
| 5 anni | +52.09% | ||
| 10 anni | +30.48% | ||
| Dall'inizio | +54.59% | ||
| Anno | |||
| 2023 | +8.47% | ||
| 2022 | -3.74% | ||
| 2021 | -5.58% | ||
| 2020 | +21.24% | ||
| 2019 | +14.23% | ||
| 2018 | -4.76% | ||
| 2017 | +8.43% | ||
| 2016 | +6.10% | ||
| 2015 | -14.46% | ||
