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Stream Invest/  LI0032910593  /

Fonds
NAV2024-04-12 Chg.-4.8400 Type of yield Investment Focus Investment company
250.4300CHF -1.90% reinvestment Equity Worldwide IFM Indep. Fund M. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - 1.33 3.72 0.04 1.84 3.18 1.53 1.41 -1.83 -1.28 -1.67 5.74 +15.95%
2022 -3.38 -1.84 2.30 -0.88 -1.64 -5.18 8.62 0.28 -6.68 3.46 7.38 -1.14 +0.13%
2023 8.56 -0.71 -0.61 2.85 -0.80 -1.04 2.01 -4.59 -0.40 -4.49 4.55 3.35 +8.21%
2024 -1.30 2.11 3.83 -1.51 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.19% 11.04% 10.65% 13.80% -%
Sharpe ratio 0.71 1.45 -0.11 0.15 -
Best month +3.83% +4.55% +4.55% +8.62% -
Worst month -1.51% -4.49% -4.59% -6.68% -
Maximum loss -2.06% -4.08% -10.44% -13.59% -
Outperformance - - - - -
 
All quotes in CHF

Performance

YTD  
+3.06%
6 Months  
+9.41%
1 Year  
+2.74%
3 Years  
+18.87%
5 Years     -
Since start  
+29.48%
Year
2023  
+8.21%
2022  
+0.13%
2021  
+15.95%