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BGF Global Allocation Fund - A2 CHF ACC H 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: 3,83% 8,59% 7,27% 6,81% 6,88% 5,96% 4,11% 2,45% 49,10% / 2,32%
Volatilität: 6,06% 15,96% 13,50% 13,55% 11,41% 10,46% 10,85% 10,02% 10,62%
Sharpe Ratio: 0,61 0,50 0,44 0,40 0,32 1,59 2,19 1,97 -
pos. Monate (%): - 100,00% 66,67% 60,00% 58,33% 61,11% 58,33% 56,67% 55,92%
Max. Verlust: -1,02% -6,56% -10,90% -10,90% -11,52% -12,77% -24,98% -24,98% -35,38%
Beta:
  2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Jan 2,44% 0,30% 4,36% -5,17% 0,21% 0,48% 4,55% 3,29% 1,41% -4,84% -0,35%
Feb -1,82% 2,25% -3,76% -2,66% 0,75% -6,02% 1,13% -2,65% 1,57% -0,56% 2,86%
Mär -3,21% 2,28% 1,28% 0,49% -0,27% -7,78% 0,09% -1,54% 0,00% 3,76% -1,01%
Apr 0,58% -3,16% 0,39% -4,57% 3,17% 10,21% 0,85% 0,08% 1,02% 2,01% 1,88%
Mai 4,28% 1,78% -1,02% -0,88% 0,72% 3,00% -3,13% -0,66% 1,27% -0,45% 0,25%
Jun 3,83% 1,68% 2,53% -7,05% -0,77% 1,50% 3,49% -1,07% -0,17% -0,63% -1,93%
Jul -0,27% 0,22% 1,70% 3,89% 0,00% 5,05% -0,59% 1,42% 1,58% 2,25% -0,51%
Aug - 1,79% -2,06% -2,96% 0,58% 3,72% -0,34% -0,16% -0,33% 0,35% -3,77%
Sep - 1,13% -3,74% -5,63% -2,97% -2,02% 0,25% -0,74% 0,08% 0,00% -2,16%
Okt - -2,72% -2,67% 2,61% 2,61% -2,73% 1,52% -5,31% 0,65% -1,32% 4,22%
Nov - 2,58% 6,23% 3,61% -1,63% 10,23% 1,25% 0,70% 0,98% 0,00% -0,62%
Dez - -2,51% 4,06% -4,03% 1,33% 2,82% 1,89% -4,52% 0,48% 0,89% -1,85%
Berechnungsbasis: 09.07.2025
* annualisierte Berechnung bezieht sich ausschließlich auf Performance