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Kennzahlen Risikokennzahlen

Risikokennzahlen

1 Jahr
31.12.2022 - 31.12.2023 Volatility Sharpe Ratio Tracking Error Ex post (ex ante) Information Ratio Beta-Factor Jensen-Alpha Max. Drawdown Recovery Period (in days) Modified Duration (in %)
Aktien Schweiz SBD 100 ESG 11.61% 0.96 4.63% 1.01 0.89 0.05 -8.40 n.a.  
Benchmark 10.92%                
BVG-Mix 4.53% -0.08 0.38% 0.17 0.90 0.00 -2.16 30 6.82
Benchmark 4.63%                
BVG-Mix Plus 35 4.59% -0.23 0.73% -0.11 0.91 0.00 -2.68 61 6.78
Benchmark 4.59%                
Immobilien Schweiz 4.29% -0.31 0.68% -0.43 0.85 0.00 -2.51 61 6.73
Benchmark 4.58%                
Immobilien Romandie 1.51%                
Benchmark 0.91%                
Hypotheken Schweiz 1.72%                
Benchmark 0.91%                
3 Jahre
31.12.2020 - 31.12.2023 Volatility Sharpe Ratio Tracking Error Ex post Information Ratio Beta-Factor Jensen-Alpha Max. Drawdown Recovery Period (in Days)
Aktien Schweiz SBD 100 ESG 13.46% 0.55 3.77% -0.25 0.96 -0.01 -23.54 n.a.
Benchmark 13.11%              
BVG-Mix 6.04% -1.06 0.41% -0.51 0.99 0.00 -11.76 n.a.
Benchmark 5.93%              
BVG-Mix Plus 35 5.87% -1.05 0.80% -1.02 0.96 -0.01 -11.29 n.a.
Benchmark 5.91%              
Immobilien Schweiz 5.79% -1.08 0.80% -1.11 0.95 -0.01 -11.29 n.a.
Benchmark 5.91%              
Immobilien Romandie 1.67%              
Benchmark 0.78%              
Hypotheken Schweiz 1.86%              
Benchmark 0.78%              
5 Jahre
31..12.2018 - 31.12.2023 Volatility Sharpe Ratio Tracking Error Ex post Information Ratio Beta-Factor Jensen-Alpha Max. Drawdown Recovery Period (in days)
Aktien Schweiz SBD 100 ESG 14.64% 0.55 4.86% -0.08 1.05 -0.01 -23.54 n.a.
Benchmark 12.97%              
BVG-Mix 6.45% -0.65 0.61% -0.71 1.00 0.00 -11.76 n.a.
Benchmark 6.35%              
BVG-Mix Plus 35 6.37% -0.56 1.48% -0.52 1.04 -0.01 -11.29 n.a.
Benchmark 5.88%              
Immobilien Schweiz 1.63%              
Benchmark 0.70%              
Immobilien Romandie 1.71%              
Benchmark 0.70%              
Hypotheken Schweiz 0.47%              
Benchmark 1.26%              
10 Jahre
31.12.2013 - 31.12.2023 Volatility Sharpe Ratio Tracking Error Ex post Information Ratio Beta-Factor Jensen-Alpha Max. Drawdown Recovery Period (in days)
Aktien Schweiz SBD 100 ESG n.a.              
Benchmark n.a.              
BVG-Mix 5.27% -0.80 0.48% -1.22 1.01 -0.01 -12.50 1309
Benchmark 5.18%              
BVG-Mix Plus 35 5.34% -0.64 1.59% -0.43 1.02 0.04 -11.29 n.a.
Benchmark 5.03%              
Immobilien Schweiz 5.40% -0.65 1.59% -0.44 1.02 0.04 -11.29 n.a.
Benchmark 5.03%              
Immobilien Romandie 1.61%              
Benchmark 0.63%              
Hypotheken Schweiz n.a.              
Benchmark n.a.              
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