Analysis at 5/21/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 2.14% | 11.19% | 41.30% | 77.19% |
Analysis at 5/21/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 12.49% | 15.48% | 16.14% |
Negative volatility | 9.23% | 9.82% | 9.84% |
Sharpe | 0.49 | 0.37 | 0.68 |
Sortino | 0.66 | 0.58 | 1.12 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Capital Group New Perspective Bh-CHF Cap CHF | 27.79% | 23.02% | -23.72% | 25.02% | 12.36% | 2.14% | |
Equity World (Emerging & Developed Markets) - CHF Hedged | 7.38% | 20.66% | -11.79% | 19.09% | 3.36% | 2.26% |