Champion Ethical Equity Fund - Switzerland CHF/ LI1181028211 /
| NAV2024-05-29 | Chg.-1.1000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 129.4900CHF | -0.84% | reinvestment | Equity Mixed Sectors | IFM Indep. Fund M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | - | - | 6.11 | 4.88 | -3.71 | - |
| 2023 | 6.82 | 1.77 | 2.30 | 1.44 | 0.36 | -0.84 | 2.21 | -2.29 | -3.25 | -4.43 | 8.94 | 4.22 | +17.70% |
| 2024 | 0.16 | 4.44 | 2.78 | -3.99 | 5.73 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.11% | 10.37% | 12.44% | -% | -% |
| Sharpe ratio | 2.03 | 2.63 | 0.75 | - | - |
| Best month | +5.73% | +8.94% | +8.94% | - | - |
| Worst month | -3.99% | -3.99% | -4.43% | - | - |
| Maximum loss | -5.02% | -5.02% | -12.17% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in CHF
Performance
| YTD | +9.15% | ||
|---|---|---|---|
| 6 Months | +14.38% | ||
| 1 Year | +13.04% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +29.49% | ||
| Year | |||
| 2023 | +17.70% | ||
