Raiffeisen Futura - Swiss Stock B CHF/ CH1109038591 /
| NAV10/06/2024 | Chg.-3.0700 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 683.1100CHF | -0.45% | reinvestment | Equity Mixed Sectors | Vontobel Fonds S. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | 0.63 | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 8.53% | 8.27% | 9.27% | -% | -% |
| Ratio de Sharpe | 1.95 | 1.93 | 0.18 | - | - |
| Le meilleur mois | +4.60% | +4.60% | +4.60% | +5.90% | - |
| Le plus défavorable mois | -2.40% | -2.40% | -4.92% | -7.76% | - |
| Perte maximale | -3.42% | -3.42% | -10.72% | - | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans CHF
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Raiffeisen Futura - Swiss Stock ... | paying dividend | 178.9200 | +6.70% | +2.30% | |
| Raiffeisen Futura - Swiss Stock ... | reinvestment | 112.9000 | +6.04% | +0.76% | |
| Raiffeisen Futura - Swiss Stock ... | reinvestment | 683.1100 | +5.43% | -2.87% | |
| Raiffeisen Futura - Swiss Stock ... | paying dividend | 343.3900 | +6.06% | +0.47% |
Performance
| CAD | +8.42% | ||
|---|---|---|---|
| 6 Mois | +9.33% | ||
| 1 An | +5.43% | ||
| 3 Ans | -2.87% | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | -2.87% | ||
| Année | |||
| 2023 | +5.94% | ||
| 2022 | -20.96% | ||
