BCV Strategic Fund FCP - BCV (LUX) Strategy Yield (CHF)
- -Buona relazione rischio/rendimento
ISIN: LU0398846153
Categoria Morningstar: CHF Cautious Allocation
Società: Banque Cantonale Vaudoise
ISIN: LU0398846153
Categoria Morningstar: CHF Cautious Allocation
Società: 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).
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 5,03 | 3 anni: 2,59 | 5 anni: 2,90 | Inizio: 3,52 | 2025: -0,30 | 2024: 5,07 | 2023: 10,43 | 2022: -7,34 | 2021: 8,12 |
Rendimento annuo: Categoria | 1 anno: 1,01 | 3 anni: 1,55 | 5 anni: 2,32 | Inizio: - | 2025: -1,06 | 2024: 3,86 | 2023: 10,29 | 2022: -7,50 | 2021: 8,53 |
Rendimento annuo: Percentile | 1 anno: 34,00 | 3 anni: 43,00 | 5 anni: 64,00 | Inizio:- | 2025: 34,00 | 2024: 34,00 | 2023: 59,00 | 2022: 44,00 | 2021: 54,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 6,24 | 3 Sharpe Ratio: -0,31 | 5 Correlazione: 81,20 | Beta: 0,47 | Alfa: -1,91 | Tracking error: 5,26 | Info Ratio: -0,41 |