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Swisscanto (Lu) Pf Comm. Ambition (Chf) Aa Dis Chf
293.04
+0.45%
Currency: CHF
Date: 25/12/18
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 293.04 | 291.74 | CHF | 25/12/18 | +0.45 |
Terms
| Isin | LU0161537534 |
| Contract Type | N.D. |
| Currency | CHF |
| Class | A |
| Risk Class | 3 |
| Assogestioni Category | Altri |
| Declared Benchmark | N.Av. |
| Start Date | 03/05/23 |
| Advisor Name | N.Av. |
| Fund Asset Under Management | 43,6192 at 25/09/30 |
Performance
| Cumulatives | |
|---|---|
| 1 month | +0.98 |
| Ytd | +5.97 |
| 1 year | +6.02 |
| 3 years | +29.52 |
| 5 years | +33.46 |
| Yearly | |
|---|---|
| 11/30/2024 | +9.99 |
| 11/30/2023 | +11.80 |
| 11/30/2022 | -12.58 |
| 11/30/2021 | +15.85 |
| 11/30/2020 | +1.23 |
| Rating |
|---|
|
| Score |
|---|
| 37.5543 |
Company
Swisscanto Am International Sa
6, route de Tr�ves L-2633 - Senningerberg
Tel. N.Av.
6, route de Tr�ves L-2633 - Senningerberg
Tel. N.Av.
Costs
| Entrance (ACP) | Min: 3,0000 - Max: 3,0000 |
| Management | 1.6 |
| Reimbursement | 0% |
| Administrative | 0% |
| Switch | 0% |
| Tunnel | N.D. |
Subscription
| One Solution | |
|---|---|
| Initial | 1,0000 CHF |
| Integrative | 1,0000 CHF |
| Accumulation Plan | |
|---|---|
| Duration | N.Av. |
| Minimum Payment Unit | N.Av. |
| Initial Payment | 1,0000 |
Costs
| Entrance (ACP) | Min: 3,0000 - Max: 3,0000 |
| Management | 1.6 |
| Reimbursement | 0% |
| Administrative | 0% |
| Switch | 0% |
| Tunnel | N.D. |
Performance
| Cumulatives | |
|---|---|
| 1 day | +0.62 |
| 1 week | -0.05 |
| 1 month | +0.98 |
| 3 months | +2.64 |
| 6 months | +6.73 |
| From the beginning of the year | +5.97 |
| 1 year | +6.02 |
| 2 years | +18.24 |
| 3 years | +29.52 |
| 4 years | +15.18 |
| 5 years | +33.46 |
| Yearly | |
|---|---|
| 11/30/2024 | +9.99 |
| 11/30/2023 | +11.80 |
| 11/30/2022 | -12.58 |
| 11/30/2021 | +15.85 |
| 11/30/2020 | +1.23 |
| Rating |
|---|
|
|
| Score |
|---|
| 37.5543 |
Efficiency Indicators
| Sharpe 1 year | 0.6534 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.7501 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.6697 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 0.972 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 1.1534 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 1.0651 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +8.77 |
| 3 years | +7.66 |
| 5 years | +8.59 |
| Negative Volatility | |
|---|---|
| 1 year | +6.02 |
| 3 years | +4.97 |
| 5 years | +5.36 |
Benchmark
| Standard Volatility | |
|---|---|
| 1 year | N.Av. |
| 3 years | N.Av. |
| 5 years | N.Av. |
| Negative Volatility | |
|---|---|
| 1 year | N.Av. |
| 3 years | N.Av. |
| 5 years | N.Av. |
Updated Monthly - 25/11/28
Relative
| Sharpe | 0.7501 |
| Sortino | 1.1534 |
| Bull Market | N.Av. |
| Bear Market | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
Three years data
| Risk Class | 3 |
General
| 1 year 17,746 | 3 years 15,635 | 5 years 13,875 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 17,746
8,508
+4.68
3 years 15,635
6,077
+25.57
5 years 13,875
5,188
+35.04
|
8,508 | +4.68 | 6,077 | +25.57 | 5,188 | +35.04 |
|
Total Volatility
1 year 17,746
10,002
+8.77
3 years 15,635
8,564
+7.66
5 years 13,875
7,582
+8.59
|
10,002 | +8.77 | 8,564 | +7.66 | 7,582 | +8.59 |
|
Negative Volatility
1 year 17,746
11,193
+6.02
3 years 15,635
7,818
+4.97
5 years 13,875
6,657
+5.36
|
11,193 | +6.02 | 7,818 | +4.97 | 6,657 | +5.36 |
|
Sharpe Index
1 year 17,746
10,328
+0.65
3 years 15,635
6,268
+0.75
5 years 13,875
3,927
+0.67
|
10,328 | +0.65 | 6,268 | +0.75 | 3,927 | +0.67 |
|
Sortino Index
1 year 17,746
10,622
+0.97
3 years 15,635
7,171
+1.15
5 years 13,875
4,152
+1.07
|
10,622 | +0.97 | 7,171 | +1.15 | 3,927 | +1.07 |
By Category
| 1 year 17,746 | 3 years 15,635 | 5 years 13,875 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 17,746
3,151
+4.68
3 years 15,635
2,361
+25.57
5 years 13,875
2,101
+35.04
|
3,151 | +4.68 | 2,361 | +25.57 | 2,101 | +35.04 |
|
Total Volatility
1 year 17,746
3,056
+8.77
3 years 15,635
2,625
+7.66
5 years 13,875
2,342
+8.59
|
3,056 | +8.77 | 2,625 | +7.66 | 2,342 | +8.59 |
|
Negative Volatility
1 year 17,746
3,538
+6.02
3 years 15,635
2,301
+4.97
5 years 13,875
2,100
+5.36
|
3,538 | +6.02 | 2,301 | +4.97 | 2,100 | +5.36 |
|
Sharpe Index
1 year 17,746
3,642
+0.65
3 years 15,635
2,426
+0.75
5 years 13,875
1,608
+0.67
|
3,642 | +0.65 | 2,426 | +0.75 | 1,608 | +0.67 |
|
Sortino Index
1 year 17,746
3,737
+0.97
3 years 15,635
2,675
+1.15
5 years 13,875
1,710
+1.07
|
3,737 | +0.97 | 2,675 | +1.15 | 1,710 | +1.07 |
Data provided by 