June 2024

Smartprofit Finder AG

Jakota Blue Chips 150 Index

Performance Statistics

Total Return Annualized
13.46%
Winning Months (%)
53.55%
Sharpe Ratio
2.10
Best Year
30.89%
Standard Deviation Monthly
2.79%
Value at Risk (VAR)
5.47%

Smartprofit Finder AG

The Smartprofit Finder AG is the licensed Investment Management company in Switzerland. The SPF is a next-generation analytics platform harnessing advanced data science technologies to take you beyond the limits of your current portfolio capabilities. Licensed, secure and Intuitive.

Performance (VAMI)

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2024 -0.13 3.51 -1.56 -7.99 2.36 -0.36 -4.48
2023 7.11 -1.26 4.82 1.56 2.84 4.32 8.82 -2.60 -4.74 -7.22 11.11 3.26 30.89
2022 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2.54 12.65 -1.62 13.97

Monthly Returns

Risk/Return Comparison

Drawdown

Volatility (12 Months Rolling)

Statistics

Jakota Blue Chips 150 IndexS&P 500
Total Return Annualized 13.46% 14.54%
Winning Months (%) 53.55% 55.03%
Sharpe Ratio 2.10 1.21
Standard Deviation Monthly 2.79% 3.24%
Actualized Annual Volatility 9.67% 11.21%
Value at Risk (VAR) (%) 5.47% 2.23%
More information available upon request.

Disclaimer

Risk Disclaimer. When you invest it is important to gain a fundamental understanding of the risks entailed in investments, investment products and financial services. For more detailed information in this regard we would refer you to the documentation provided in connection with concluding the contract and the risk information published by the Swiss Bankers Association.