CS(Lux)Institut.Target Volatility IB3/  LU1706614358  /

Fonds
NAV9/23/2021 Chg.+1.5000 Type of yield Investment Focus Investment company
1,093.6200EUR +0.14% reinvestment Alternative Investments Worldwide Credit Suisse Fd. M. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - -1.34 -0.78 0.94 -0.28 -0.34 0.93 -0.37 0.04 -2.21 0.02 -1.78 -5.20%
2019 2.84 1.08 1.28 1.07 -0.95 2.03 1.40 0.39 0.41 0.00 0.81 0.56 +11.42%
2020 0.73 -2.40 -8.13 2.14 0.62 0.89 0.41 0.74 0.12 -0.18 2.93 1.01 -1.56%
2021 0.31 0.24 1.49 0.36 0.28 1.00 0.59 0.78 -0.39 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 3.56% 3.54% 3.56% 4.50% -%
Sharpe ratio 1.99 1.72 2.65 0.89 -
Best month +1.49% +1.49% +2.93% +2.93% -
Worst month -0.39% -0.39% -0.39% -8.13% -
Maximum loss -1.51% -1.24% -1.54% -14.10% -
Outperformance +0.39% - +0.90% +8.63% -
 
All quotes in EUR

Performance

YTD  
+4.72%
6 Months  
+2.63%
1 Year  
+8.88%
3 Years  
+10.67%
5 Years     -
Since start  
+8.89%
Year
2020
  -1.56%
2019  
+11.42%
2018
  -5.20%