Asset Protect 20
Currencies
Weighting
Swiss franc
40,00%
US Dollar
8,00%
Canadian dollar
8,00%
Norwegian krone
8,00%
Australian dollar
8,00%
New Zealand Dollar
8,00%
Currencies
80,00%
Physical Gold
20,00%
Regions
Key figures in comparison
Offensive
Offensive
Offensive
Offensive
Offensive
Performance since inception
15,72%
34,60%
55,67%
79,07%
97,78%
Performance p.a.
1,79%
3,67%
5,51%
7,32%
8,62%
Volatility
4,79%
5,97%
7,65%
9,54%
11,06%
Max. Drawdown
13,66%
12,67%
13,18%
13,94%
15,41%
Sharpe-Ratio
0.35
0,53
0,60
0,62
0,63
Risk class
6
6
6
6
6
Key figures
Performance since inception
14,44%
Performance p.a.
1,74%
Volatility
4,85%
Max. Drawdown
13,66%
Sharpe ratio
0,36
MiFID II risk class
6
Return
Performance since inception: return before costs and taxes since 2016; values from 2016-2019 are based on back calculations of the model portfolios;
Performance p.a.: annual return before costs and taxes since 2016; values from 2016-2019 are based on back calculations of the model portfolios;
Risk
Volatility: Average range of fluctuation in share prices
Max. Drawdown: Highest interim loss of the portfolio in the past 12 months
Sharpe ratio: Ratio of excess return to volatility
Status of all data: 31 March 2024; the actual values may differ slightly due to different investment dates.
