Credit Suisse Wealth Funds 1 - Credit Suisse European Dividend Value Fund FB EUR

Qualification
Rating reason:
  • -Good risk/return ratio

ISIN: LU2194267394

Categoria Morningstar: Europe Equity Income

Società: Credit Suisse AM

The objective of the Sub-fund is to achieve the highest possible return in the respective Reference Currency with a limited number of holdings, while taking due account of the principle of risk diversification, the security of the capital invested, and the liquidity of the assets. The Sub-fund invests in shares of European companies, or which are predominantly operating within this region. The equity portfolio can be expected to generate an above-average dividend yield.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: 3,45 3 anni: 7,84 5 anni: 6,26 Inizio: 5,06 2022: -5,33 2021: 21,00 2020: -3,34 2019: 31,59 2018: -10,22
Rendimento annuo: Categoria 1 anno: 2,85 3 anni: 4,91 5 anni: 2,58 Inizio: - 2022: -5,97 2021: 20,71 2020: -7,11 2019: 21,96 2018: -11,83
Rendimento annuo: Percentile 1 anno: 24,00 3 anni: 3,00 5 anni: 1,00 Inizio:- 2022: 26,00 2021: 46,00 2020: 21,00 2019: 2,00 2018: 39,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 15,88 3 Sharpe Ratio: 0,65 5 Correlazione: 95,35 Beta: 0,86 Alfa: 2,50 Tracking error: 5,42 Info Ratio: 0,30
Fonte: Morningstar. Dati in euros. Categoria: Europe Equity Income. Data: 2022-05-19
Fonte: Morningstar. Dati in euros. Categoria: Europe Equity Income. Data: 2022-05-19