Performance
Anlagekategorie | Portfolio | Performance | Benchmark | |
Liquidität | 1.27 | -0.58 | -0.41 | |
Obligationen Schweiz | 6.90 | -12.10 | -12.10 | |
Obligationen Ausland | 9.14 | -10.80 | -15.49 | |
Hypotheken | 9.81 | 0.84 | 1.13 | |
Immobilien Inland | 36.52 | 2.49 | 4.86 | |
Immobilien Ausland | 4.5 | -15.50 | 4.86 | |
Aktien Inland | 15.74 | -17.64 |
-17.62 |
|
Aktien Ausland | 16.13 | -13.85 | -17.11 | |
Gesamtportfolio | 100.0 | -7.18 | -6.64 |
Anlagekategorie | 2017 | 2018 | 2019 | 2020 | 2021 |
---|---|---|---|---|---|
Liquidität | -0.80 | -0.36 | -0.17 | -0.77 | -0.07 |
Obligationen Schweiz | 0.30 | 0.37 | 1.91 | 1.19 | -1.75 |
Obligationen Ausland | -0.07 | -2.35 | 4.77 | 3.23 | -1.05 |
Hypotheken | 1.55 | 1.75 | 1.35 | 1.32 | 1.11 |
Immobilien Inland | 6.06 | 4.33 | 8.60 | 7.55 | 6.47 |
Immobilien Ausland | 9.68 | -3.22 | 8.89 | -6.64 | 9.75 |
Aktien Inland | 22.19 | -9.43 | 30.93 | 4.69 | 23.16 |
Aktien Ausland | 18.34 | -5.83 | 21.33 | 6.89 | 21.89 |
Gesamtrendite PVK | 8.71 | -1.39 | 11.94 | 4.65 | 9.71 |
PK-Index | 8.05 | -3.20 | 11.48 | 4.09 | 8.24 |
PK Barometer | 7.82 | -3.45 | 11.07 | 3.84 | 8.06 |