Asset Protect 80
Swiss franc
20,00%
Physical Gold
80,00%
Regions
Key figures in comparison
Offensive
Offensive
Offensive
Offensive
Offensive
Performance since inception
18,30%
39,77%
63,81%
90,93%
112,33%
Performance p.a.
1,98%
3,98%
5,92%
7,83%
9,17%
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
67,58%
Performance p.a.
6,81%
Volatility
9,72%
Max. Drawdown
13,94%
Sharpe ratio
0,64
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 July 2024; the actual values may differ slightly due to different investment dates.
