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IST Aktien Schweiz Ergänzungswerte I (0P00008VUL.SW)

Swiss - Swiss Delayed Price. Currency in CHF
21,315.90+134.40 (+0.63%)
At close: 09:00PM CET
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up26
Number of Years Down10
Best 1 Yr Total Return (Invalid Date)42.65%
Worst 1 Yr Total Return (Invalid Date)-45.00%
Best 3-Yr Total Return42.65%
Worst 3-Yr Total Return-6.25%

Trailing Returns (%) Vs. Benchmarks

Return0P00008VUL.SWCategory
YTD17.96%10.66%
1-Month3.45%3.13%
3-Month9.58%10.66%
1-Year37.49%23.84%
3-Year11.45%11.63%
5-Year15.31%14.88%
10-Year13.18%5.05%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00008VUL.SWCategory
2021
N/AN/A
2020
9.90%N/A
2019
32.73%N/A
2018
-17.83%N/A
2017
32.18%N/A
2016
10.31%N/A
2015
12.05%10.48%
2014
10.61%9.07%
2013
35.83%30.74%
2012
13.42%15.30%
2011
-15.27%-20.43%
2010
30.06%19.50%
2009
35.60%28.72%
2008
-45.00%-41.63%
2007
10.47%8.16%
2006
42.65%37.75%
2005
34.84%31.80%
2004
11.04%13.02%
2003
35.84%43.06%
2002
-28.92%-32.74%
2001
-32.08%-32.55%
2000
25.17%22.96%
1999
34.60%47.34%
1998
17.41%10.67%
1997
38.35%28.76%
1996
16.23%12.13%
1995
3.27%1.41%
1994
-3.66%-4.72%
1993
59.13%70.58%
1992
-9.63%-8.01%
1991
-3.74%-3.39%
1990
-19.49%-19.77%
1989
3.99%4.07%
1988
30.21%30.95%
1987
-20.93%-21.79%
1986
26.45%28.12%
1985
48.00%47.60%
1984
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20217.65%N/AN/AN/A
2020-16.08%12.35%6.85%9.08%
201914.30%7.59%0.82%7.05%
2018-1.50%3.70%0.64%-20.06%
201711.41%8.67%3.88%5.10%
20160.41%0.71%9.40%-0.28%
20154.68%-2.98%-0.28%10.63%
20147.43%0.41%-0.70%3.27%
201312.19%0.21%10.62%9.22%
20128.03%-4.28%4.44%5.02%
20111.14%-4.35%-16.82%5.30%
201010.88%-4.07%8.59%12.60%
2009-9.94%25.32%17.67%2.10%
2008-14.47%-2.08%-11.81%-25.53%
20079.42%6.77%-4.06%-1.44%
200614.41%-4.11%11.79%16.31%
200511.45%3.58%17.21%-0.35%
20048.71%5.19%-5.61%2.88%
2003-6.33%15.81%12.46%11.35%
2002-1.05%-4.12%-25.98%1.21%
2001-12.33%-4.54%-29.66%15.39%
200017.89%3.04%14.64%-10.11%
19992.52%7.97%1.72%19.55%
199827.95%8.08%-29.80%20.95%
199713.46%17.65%5.16%-1.44%
19968.67%2.15%-1.38%6.17%
1995-7.61%13.32%2.73%-3.99%
19943.21%-3.26%-2.89%-0.64%
199317.99%7.33%4.90%19.79%
19926.62%2.88%-15.83%-2.11%
19918.05%0.41%-4.77%-6.84%
1990-4.66%7.98%-20.26%-1.92%
19891.99%2.78%4.66%-5.21%
198810.29%1.35%14.21%2.00%
19875.90%3.18%15.33%-37.25%
19865.18%12.73%-2.13%8.96%
19856.96%7.69%9.72%17.10%
1984-33.75%3.36%2.05%N/A

Rank In Category (By Total Return)

YTD42
1-Month17
3-Month22
1-Year49
3-Year31
5-Year22

Load Adjusted Returns

1-Year37.49%
3-Year11.45%
5-Year15.31%
10-Year13.18%
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