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Kennzahlen Risikokennzahlen

Risikokennzahlen

1 Jahr
01.07.2022 - 30.06.2023 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 14.11% 0.25 4.17% 0.19 0.96 0.01 -10.61 123  
Benchmark 12.94%                
BVG-Mix 7.74% -0.29 0.64% -0.11 0.96 0.00 -5.43 273 6.74
Benchmark 7.38%                
BVG-Mix Plus 35 7.23% -0.38 0.56% -1.97 0.92 -0.01 -5.26 273 6.70
Benchmark 7.17%                
BVG-Mix Plus 35 (EA) 7.23% -0.38 0.56% -1.97 0.92 -0.01 -5.26 273 6.70
Benchmark 7.17%                
Immobilien Schweiz 1.61%                
Benchmark 0.89%                
Immobilien Romandie 1.09%                
Benchmark 0.89%                
Hypotheken Schweiz 1.61%                
Benchmark 6.38%                
3 Jahre
01.07.2020 - 30.06.2023 Volatility Sharpe Ratio Tracking Error Ex post Information Ratio Beta-Factor Jensen-Alpha Max. Drawdown Recovery Period (in Days)
Aktien Schweiz SBD 100 ESG 14.18% 0.06 3.71% -0.15 0.97 -0.01 -23.54 n.a.
Benchmark 13.68%              
BVG-Mix 6.11% -0.76 0.49% -0.69 1.00 0.00 -11.76 n.a.
Benchmark 5.95%              
BVG-Mix Plus 35 5.95% -0.65 0.95% -0.59 0.95 -0.01 -11.29 n.a.
Benchmark 6.02%              
BVG-Mix Plus 35 (EA) 5.95% -0.65 0.95% -0.59 0.95 -0.01 -11.29 n.a.
Benchmark 6.02%              
Immobilien Schweiz 1.81%              
Benchmark 0.70%              
Immobilien Romandie 1.78%              
Benchmark 0.70%              
Hypotheken Schweiz 1.55%              
Benchmark 4.38%              
5 Jahre
01.07.2018 - 30.06.2023 Volatility Sharpe Ratio Tracking Error Ex post Information Ratio Beta-Factor Jensen-Alpha Max. Drawdown Recovery Period (in days)
Aktien Schweiz SBD 100 ESG 14.74% 0.00 4.95% -0.58 1.04 -0.03 -23.54 n.a.
Benchmark 13.16%              
BVG-Mix 6.41% -0.63 0.65% -0.88 1.01 -0.01 -11.76 n.a.
Benchmark 6.24%              
BVG-Mix Plus 35 6.44% -0.60 1.62% -0.96 1.05 -0.01 -11.29 n.a.
Benchmark 5.83%              
BVG-Mix Plus 35 (EA) 6.44% -0.60 1.62% -0.96 1.05 -0.01 -11.29 n.a.
Benchmark 5.83%              
Immobilien Schweiz 1.70%              
Benchmark 0.64%              
Immobilien Romandie 1.66%              
Benchmark 0.64%              
Hypotheken Schweiz n.a.              
Benchmark n.a.              
10 Jahre
01.07.2013 - 30.06.2023 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 5.23% -0.60 0.49% -1.27 1.01 -0.01 -12.50 1309
Benchmark 5.11%              
BVG-Mix Plus 35 5.34% -0.45 1.58% -0.53 1.02 0.04 -11.29 n.a.
Benchmark 4.94%              
BVG-Mix Plus 35 (EA) 5.34% -0.45 1.58% -0.53 1.02 0.04 -11.29 n.a.
Benchmark 4.94%              
Immobilien Schweiz 1.61%              
Benchmark 0.59%              
Immobilien Romandie n.a.              
Benchmark n.a.              
Hypotheken Schweiz n.a.              
Benchmark n.a.              
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