DetailsChartProfileRisk matrixNewsDocuments

Oyat Investment Fund A/  CH1225085625  /

Fonds
NAV03/06/2024 Chg.-0.1700 Type of yield Investment Focus Investment company
110.7300CHF -0.15% reinvestment Equity Mixed Sectors 1741 Fund Solutions ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - - - - - - - - - - -3.14 -
2023 4.96 -2.70 1.33 0.13 -1.51 0.61 0.81 -3.72 0.48 -2.54 2.28 3.16 +2.97%
2024 0.63 2.47 3.89 0.59 2.43 -0.15 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.56% 7.66% 8.10% -% -%
Sharpe ratio 2.97 3.20 0.86 - -
Best month +3.89% +3.89% +3.89% - -
Worst month -0.15% -0.15% -3.72% - -
Maximum loss -3.19% -3.19% -7.74% - -
Outperformance - - - - -
 
All quotes in CHF

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Oyat Investment Fund A reinvestment 110.7300 +10.70% -
Oyat Investment Fund B paying dividend 110.1100 +10.08% -

Performance

YTD  
+10.20%
6 Months  
+13.08%
1 Year  
+10.70%
3 Years     -
5 Years     -
10 Years     -
Since start  
+10.73%
Year
2023  
+2.97%