Swisscanto BVG 3 R.Life Cycle 2020 RT/ CH0238047432 /
| NAV2024-04-16 | Chg.-0.8500 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 143.2200CHF | -0.59% | reinvestment | Mixed Fund Worldwide | Swisscanto Fondsl. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2005 | - | - | - | - | - | - | - | - | - | - | 1.50 | 1.14 | - |
| 2006 | 0.78 | 0.53 | 0.34 | -0.77 | -2.47 | 0.10 | 1.68 | 1.71 | 1.92 | 0.94 | -0.28 | 1.63 | +6.20% |
| 2007 | 1.65 | -1.63 | 0.92 | 2.46 | 0.53 | -1.06 | -1.39 | 0.23 | 0.41 | 1.17 | -2.14 | -1.41 | -0.37% |
| 2008 | -4.98 | -1.21 | -2.46 | 3.98 | 0.53 | -4.29 | 1.31 | 1.44 | -4.41 | -6.20 | -0.27 | -3.78 | -19.00% |
| 2009 | -0.40 | -4.86 | 2.46 | 4.63 | 1.12 | 0.94 | 4.83 | 2.04 | 1.18 | -0.81 | 0.51 | 2.34 | +14.52% |
| 2010 | -0.65 | 1.70 | 1.92 | -0.19 | -1.64 | -2.85 | 1.87 | -1.24 | 1.66 | 1.73 | -1.07 | 0.69 | +1.79% |
| 2011 | 0.78 | 0.92 | -1.10 | 0.78 | -0.53 | -1.84 | -3.21 | -2.19 | 0.42 | 2.44 | -0.15 | 1.83 | -2.00% |
| 2012 | 1.45 | 1.62 | 0.92 | -0.05 | -1.25 | 1.02 | 2.35 | 0.14 | 0.80 | 0.05 | 0.98 | -0.05 | +8.23% |
| 2013 | 2.49 | 1.48 | 1.33 | 1.01 | 0.82 | -2.19 | 1.32 | -0.56 | 1.52 | 1.59 | 0.42 | -0.24 | +9.27% |
| 2014 | 0.23 | 1.13 | 0.38 | 0.59 | 1.61 | 0.12 | 0.13 | 1.47 | 0.57 | 0.18 | 1.36 | 0.65 | +8.74% |
| 2015 | -2.23 | 2.75 | 0.86 | -0.28 | 0.54 | -1.95 | 2.44 | -1.82 | -1.12 | 3.09 | 1.37 | -1.72 | +1.74% |
| 2016 | -0.39 | -0.58 | 0.32 | 0.87 | 1.51 | -0.29 | 0.86 | 0.38 | 0.06 | -0.90 | -0.30 | 0.71 | +2.23% |
| 2017 | -0.17 | 1.84 | 0.21 | 0.82 | 0.46 | -0.54 | 0.80 | 0.66 | 0.21 | 1.11 | -0.13 | 0.42 | +5.81% |
| 2018 | -0.68 | -0.60 | 0.26 | 0.53 | -0.06 | 0.22 | 0.37 | 0.06 | -0.20 | -0.60 | -0.05 | -0.36 | -1.13% |
| 2019 | 1.43 | 0.47 | 1.11 | 0.48 | 0.25 | 0.92 | 1.13 | 1.37 | -0.63 | -0.68 | 0.75 | -0.70 | +6.04% |
| 2020 | 1.42 | 0.18 | -3.13 | 1.39 | -0.27 | 0.31 | 0.69 | -0.26 | 0.60 | -0.06 | 0.07 | 0.09 | +0.97% |
| 2021 | -0.13 | -1.09 | 0.43 | -0.10 | -0.08 | 0.45 | 0.84 | -0.13 | -0.99 | -0.51 | 1.26 | -0.67 | -0.75% |
| 2022 | -1.07 | -1.22 | -1.95 | -1.57 | -0.75 | -1.51 | 2.81 | -2.15 | -2.06 | 0.30 | 1.95 | -2.17 | -9.15% |
| 2023 | 2.18 | -1.26 | 0.49 | 0.63 | 0.85 | 0.19 | 0.01 | 0.13 | -0.94 | 0.27 | 1.58 | 1.64 | +5.86% |
| 2024 | -0.62 | 0.25 | 1.04 | -0.80 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 4.25% | 4.33% | 4.77% | 5.25% | 4.79% |
| Sharpe ratio | -1.04 | 0.54 | 0.09 | -1.00 | -0.85 |
| Best month | +1.64% | +1.64% | +1.64% | +2.81% | +2.81% |
| Worst month | -0.80% | -0.80% | -0.94% | -2.17% | -3.13% |
| Maximum loss | -1.30% | -1.45% | -1.58% | -11.60% | -11.91% |
| Outperformance | -6.22% | - | -10.86% | -2.33% | -5.52% |
All quotes in CHF
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Swisscanto BVG 3 R.Life Cycle 20... | reinvestment | 138.0600 | +3.93% | -4.92% | |
| Swisscanto BVG 3 R.Life Cycle 20... | reinvestment | 143.2200 | +4.28% | -3.96% |
Performance
| YTD | -0.15% | ||
|---|---|---|---|
| 6 Months | +3.06% | ||
| 1 Year | +4.28% | ||
| 3 Years | -3.96% | ||
| 5 Years | -0.98% | ||
| Since start | +43.22% | ||
| Year | |||
| 2023 | +5.86% | ||
| 2022 | -9.15% | ||
| 2021 | -0.75% | ||
| 2020 | +0.97% | ||
| 2019 | +6.04% | ||
| 2018 | -1.13% | ||
| 2017 | +5.81% | ||
| 2016 | +2.23% | ||
| 2015 | +1.74% | ||
