Reichmuth Dividendenselektion Schweiz P/ CH0130877415 /
| NAV17/05/2024 | Chg.+27.8501 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 2,310.2500CHF | +1.22% | paying dividend | Equity Mixed Sectors | Reichmuth & Co IM ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | - | - | - | - | - | - | -5.07 | -5.30 | -2.31 | 3.67 | -1.03 | 3.60 | - |
| 2012 | 1.62 | 2.57 | 1.67 | 0.76 | -2.87 | 1.38 | 3.39 | -1.31 | 2.66 | -1.44 | 2.87 | 1.03 | +12.80% |
| 2013 | 4.54 | 4.32 | 1.35 | 2.24 | -0.06 | -5.35 | 3.86 | -0.09 | 2.72 | 2.84 | 0.26 | 0.38 | +17.92% |
| 2014 | 0.25 | 3.08 | 1.56 | 0.98 | 1.70 | -1.05 | -1.86 | 1.69 | -0.38 | -0.53 | 3.13 | -0.51 | +8.20% |
| 2015 | -4.98 | 7.05 | 2.58 | -0.54 | 1.67 | -4.87 | 6.10 | -5.23 | -3.23 | 5.36 | 2.19 | 0.27 | +5.46% |
| 2016 | -2.93 | -1.83 | 2.91 | 1.13 | 4.38 | -1.66 | 1.61 | 1.50 | 0.10 | -2.61 | -0.16 | 3.50 | +5.79% |
| 2017 | 1.02 | 3.24 | 2.03 | 4.65 | 2.36 | -1.70 | 1.53 | -1.55 | 2.66 | 0.50 | 0.83 | 1.36 | +18.10% |
| 2018 | 0.03 | -3.71 | -2.53 | 4.74 | -2.69 | 0.27 | 4.00 | -0.84 | -0.58 | -2.76 | -1.40 | -6.45 | -11.77% |
| 2019 | 7.76 | 2.53 | 1.40 | 5.04 | -2.45 | 3.77 | 1.08 | 0.05 | 2.39 | 1.74 | 2.43 | 2.00 | +31.13% |
| 2020 | 0.49 | -7.60 | -6.47 | 5.43 | 3.51 | 1.61 | -0.80 | 3.25 | 0.27 | -5.24 | 8.87 | 2.68 | +4.76% |
| 2021 | 0.01 | -0.02 | 6.65 | 0.42 | 3.17 | 2.92 | 0.95 | 1.54 | -5.46 | 2.54 | -1.53 | 6.10 | +18.06% |
| 2022 | -4.11 | -2.37 | 2.77 | 0.80 | -3.65 | -6.94 | 4.24 | -3.11 | -6.00 | 4.91 | 3.45 | -1.65 | -11.88% |
| 2023 | 4.89 | -0.09 | 1.99 | 3.69 | -0.68 | 0.20 | 1.38 | -1.11 | -0.84 | -4.04 | 4.64 | 1.43 | +11.66% |
| 2024 | 1.15 | 1.58 | 3.62 | -1.94 | 4.87 | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 8.64% | 7.92% | 9.55% | 11.83% | 13.88% |
| Sharpe ratio | 2.83 | 2.96 | 0.58 | 0.14 | 0.33 |
| Best month | +4.87% | +4.87% | +4.87% | +6.10% | +8.87% |
| Worst month | -1.94% | -1.94% | -4.04% | -6.94% | -7.60% |
| Maximum loss | -2.52% | -2.52% | -6.99% | -18.10% | -22.54% |
| Outperformance | +4.03% | - | +11.35% | +9.70% | +9.60% |
All quotes in CHF
Performance
| YTD | +9.49% | ||
|---|---|---|---|
| 6 Months | +12.69% | ||
| 1 Year | +9.28% | ||
| 3 Years | +17.12% | ||
| 5 Years | +49.96% | ||
| 10 Years | +104.45% | ||
| Since start | +168.55% | ||
| Year | |||
| 2023 | +11.66% | ||
| 2022 | -11.88% | ||
| 2021 | +18.06% | ||
| 2020 | +4.76% | ||
| 2019 | +31.13% | ||
| 2018 | -11.77% | ||
| 2017 | +18.10% | ||
| 2016 | +5.79% | ||
| 2015 | +5.46% | ||
Dividends
| 28/03/2024 | 45.00 CHF |
| 31/03/2023 | 41.00 CHF |
| 31/03/2022 | 33.20 CHF |
| 31/03/2021 | 32.80 CHF |
| 31/03/2020 | 27.80 CHF |
| 29/03/2019 | 25.20 CHF |
| 27/04/2018 | 22.30 CHF |
| 28/04/2017 | 20.25 CHF |
| 29/04/2016 | 12.05 CHF |
| 24/04/2015 | 2.85 CHF |
| 28/03/2014 | 6.75 CHF |
| 30/04/2013 | 5.45 CHF |
