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BGF Global Allocation Fund A2 Hedged CHF ISIN: LU0343169966 KAG: BlackRock (LU)
  1M 3M 6M lfd. Jahr 1J 3J p.a. * 5J p.a. * 10J p.a. * seit Beginn / p.a. *
Performance: 3,27% - 3,21% 2,75% 13,95% 7,95% 1,22% 3,85% 60,90% / 2,64%
Volatilität: 9,14% 15,95% 12,58% 13,71% 10,14% 10,17% 10,89% 10,15% 10,68%
Sharpe Ratio:
pos. Monate (%): - 66,67% 83,33% 80,00% 75,00% 66,67% 58,33% 63,33% 58,72%
Max. Verlust: -1,38% -8,57% -8,74% -8,74% -8,74% -11,52% -24,98% -24,98% -35,38%
Beta: - - - - - - - - -
  2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Jan 2,17% 2,44% 0,30% 4,36% -5,17% 0,21% 0,48% 4,55% 3,29% 1,41% -4,84%
Feb 0,13% -1,82% 1,80% -3,09% -1,59% 0,62% -6,02% 1,31% -2,87% 1,74% 0,00%
Mär -7,18% -3,21% 2,28% 1,36% 0,42% 0,61% -7,78% 0,26% -2,56% 0,34% 3,96%
Apr 6,19% 1,32% -3,16% 0,39% -5,10% 3,66% 8,06% 1,46% 0,08% 1,02% 1,09%
Mai 1,90% 4,28% 1,78% -1,02% -0,88% 0,72% 3,00% -3,13% -0,66% 1,27% -0,45%
Jun - 3,83% 1,68% 2,77% -6,91% -0,26% 1,50% 3,49% -0,99% 0,08% -1,08%
Jul - -0,27% -0,14% 1,70% 4,55% 0,07% 5,82% 0,08% 1,42% 1,58% 3,28%
Aug - 1,01% 1,94% -2,50% -2,44% 0,58% 3,72% -0,76% -0,25% -0,08% 0,44%
Sep - 2,06% 1,13% -3,81% -6,96% -2,78% -1,94% 0,25% -0,74% 0,33% -0,09%
Okt - 1,57% -2,79% -2,67% 2,61% 1,93% -2,36% 1,69% -5,15% 0,65% -1,32%
Nov - -0,51% 2,58% 6,23% 3,61% -1,63% 10,23% 1,25% 0,70% 0,98% 0,00%
Dez - 1,10% -2,51% 4,22% -1,98% 1,19% 3,12% 1,89% -4,52% 0,32% 0,80%
Berechnungsbasis: 12.05.2026
* annualisierte Berechnung bezieht sich ausschließlich auf Performance