Raiffeisen Futura - Swiss Stock B CHF/ CH1109038591 /
| NAV11/06/2024 | Diferencia-2.8000 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 680.3100CHF | -0.41% | reinvestment | Equity Mixed Sectors | Vontobel Fonds S. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | 3.17 | -5.78 | 2.84 | -0.45 | 5.42 | - |
| 2022 | -6.46 | -3.99 | 2.93 | -1.85 | -4.37 | -7.76 | 4.17 | -3.76 | -6.24 | 5.22 | 2.62 | -2.71 | -20.96% |
| 2023 | 5.90 | 0.03 | 0.72 | 2.54 | -1.64 | 0.07 | 1.13 | -2.78 | -2.02 | -4.92 | 4.38 | 2.90 | +5.94% |
| 2024 | -0.03 | 2.15 | 3.34 | -2.40 | 4.60 | 0.22 | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 8.52% | 8.26% | 9.26% | -% | -% |
| Índice de Sharpe | 1.81 | 1.80 | 0.14 | - | - |
| El mes mejor | +4.60% | +4.60% | +4.60% | +5.90% | - |
| El mes peor | -2.40% | -2.40% | -4.92% | -7.76% | - |
| Pérdida máxima | -3.42% | -3.42% | -10.72% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en CHF
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Raiffeisen Futura - Swiss Stock ... | paying dividend | 178.1900 | +6.26% | +1.32% | |
| Raiffeisen Futura - Swiss Stock ... | reinvestment | 112.4400 | +5.61% | -0.20% | |
| Raiffeisen Futura - Swiss Stock ... | reinvestment | 680.3100 | +5.00% | -3.26% | |
| Raiffeisen Futura - Swiss Stock ... | paying dividend | 341.9900 | +5.63% | -0.49% |
Performance
| Año hasta la fecha | +7.98% | ||
|---|---|---|---|
| 6 Meses | +8.88% | ||
| Promedio móvil | +5.00% | ||
| 3 Años | -3.26% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | -3.26% | ||
| Año | |||
| 2023 | +5.94% | ||
| 2022 | -20.96% | ||
