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Tide Invest/  LI0026769351  /

Fonds
NAV2024-06-14 Chg.-0.4700 Type of yield Investment Focus Investment company
136.9000CHF -0.34% reinvestment Mixed Fund Worldwide IFM Indep. Fund M. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - 0.07 1.36 0.66 0.53 1.46 1.24 0.57 -0.61 0.33 -1.20 1.95 +6.23%
2022 -4.48 -1.24 0.43 -0.23 -2.49 -2.40 2.00 -1.02 -5.19 2.42 2.98 -2.59 -11.54%
2023 4.30 -0.94 0.40 0.05 0.63 -0.23 -0.29 -1.78 0.10 -1.94 3.13 0.87 +4.21%
2024 0.82 2.23 1.70 -0.22 2.05 0.15 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 4.17% 4.16% 4.89% 6.39% -%
Sharpe ratio 3.02 2.23 0.53 -0.50 -
Best month +2.23% +2.23% +3.13% +4.30% -
Worst month -0.22% -0.22% -1.94% -5.19% -
Maximum loss -0.80% -1.25% -4.69% -14.32% -
Outperformance - - - - -
 
All quotes in CHF

Performance

YTD  
+6.89%
6 Months  
+6.24%
1 Year  
+6.27%
3 Years  
+1.61%
5 Years     -
10 Years     -
Since start  
+4.67%
Year
2023  
+4.21%
2022
  -11.54%
2021  
+6.23%