BCV Strategic Fund FCP - BCV (LUX) Strategy Yield (CHF)
- -Buena relación rentabilidad/riesgo
ISIN: LU0398846153
Categoría Morningstar: CHF Cautious Allocation
Empresa: Banque Cantonale Vaudoise
ISIN: LU0398846153
Categoría Morningstar: CHF Cautious Allocation
Empresa: Banque Cantonale Vaudoise
The sub-funds invest their assets: - in cash and/or investments that are based on the performance of money market/currencies (as defined in point 1); the maximum amount of overnight and sight deposits is limited to 49% of the net assets; - for a minimum of 45% and a maximum of 90% of net assets in investments based on the performance of bonds, bond indices, interest rates, etc. (as defined in point 2); - for a minimum of 10% and a maximum of 45% of net assets in investments based on the performance of equities and/or equity indices (as defined in point 3); - up to 30% of net assets in investments that pursue other objectives (as defined in point 4).
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 7,08 | 3 años: 2,84 | 5 años: 2,73 | Inicio: 3,53 | 2025: 0,09 | 2024: 5,07 | 2023: 10,43 | 2022: -7,34 | 2021: 8,12 |
Rentabilidad anual: Categoría | 1 año: 3,85 | 3 años: 1,92 | 5 años: 2,45 | Inicio: - | 2025: 0,13 | 2024: 3,86 | 2023: 10,29 | 2022: -7,50 | 2021: 8,53 |
Rentabilidad anual: Percentil | 1 año: 34,00 | 3 años: 43,00 | 5 años: 64,00 | Inicio:- | 2025: 34,00 | 2024: 34,00 | 2023: 59,00 | 2022: 44,00 | 2021: 54,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 6,24 | 3 Ratio Sharpe: -0,31 | 5 Correlación: 81,20 | Beta: 0,47 | Alfa: -1,91 | Tracking error: 5,26 | Info Ratio: -0,41 |