Swiss Life Champion Portfolio Defensive

Performance (in CHF)

From to
JavaScript chart by amCharts 3.20.8Swiss Life Champion Portfolio Defensive
JavaScript chart by amCharts 3.20.8
JavaScript chart by amCharts 3.20.8Jul2019Jul2020Jul2021Jul2022Jul2023Jul2024Jul2025
Past performance is no indication of current or future performance. These performance data do not take account of the commissions and costs incurred on the issue and redemption of units.

Performance

1 month -0.09%
Current year -0.85%
3 years p.a. -3.33%
5 years p.a. -3.75%
10 years p.a. n.a.
Since inception p.a. n.a.

Rolling performance in %

JavaScript chart by amCharts 3.20.8

Key figures

YTD 1 year 3 years 5 years 10 years
Performance -0.85% -0.37% -9.67% -17.42% n.a.
Maximum profit on monthly basis 0.90% 1.56% 2.67% 2.67% n.a.
Maximum loss on monthly basis -0.96% -1.98% -3.23% -3.23% n.a.
Max drawdown -1.69% -4.35% -11.43% -20.08% n.a.
Volatility 3.88% 3.81% 4.47% 4.10% n.a.
Sharpe ratio -1.20 -0.86 -1.32 -1.22 n.a.
Maximum continuous profit in months 1 5 5 5 n.a.
Maximum continuous loss in months 1 2 6 6 n.a.
Positive months / profit duration in months 2 8 17 27 n.a.
Negative months / loss duration in months 2 4 19 33 n.a.

Master data

Name Swiss Life Champion Portfolio Defensive
Inception date 31 January 2018
Issuing commission
Ongoing charges 0.25%
End of financial year 31 December
Net asset value (NAV) as at 13 May 2025 87.63 CHF

Portfolio structure

Composition of the portfolio

Name ISIN Weighting in the portfolio
Swiss Life iFunds (CH) Bond Global Government + (CHF hedged) I-A3 CH0384999642 100.00%

Asset allocation

Fixed Income 100.00%