Iron Trust Fl.Glo.Balanced R CHF/  LU1363164606  /

Fonds
NAV3/30/2017 Chg.+0.1900 Type of yield Investment Focus Investment company
103.2200CHF +0.18% reinvestment Mixed Fund Worldwide IPConcept (Lux) S.A. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - - -1.39 1.36 0.36 -1.64 -1.28 0.74 0.65 -
2017 1.22 1.77 0.63 - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 3.71% 4.07% -% -% -%
Sharpe ratio 4.53 1.84 - - -
Best month +1.77% +1.77% +1.77% - -
Worst month +0.63% -1.64% -1.64% - -
Maximum loss -0.81% -2.64% - - -
Outperformance +2.18% - - - -
 
All quotes in CHF

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Iron Trust Fl.Glo.Balanced R CHF reinvestment 103.2200 - -
Iron Trust Fl.Gl Balanced R EUR reinvestment 104.3900 - -
Iron Trust Fl.Gl Balanced R USD reinvestment 105.4400 - -

Performance

YTD  
+3.66%
6 Months  
+3.49%
1 Year     -
3 Years     -
5 Years     -
Since start  
+2.69%
Year