Swiss - Delayed Quote • CHF
IST Aktien Schweiz ERG. Wert (0P00008VUL.SW)
As of April 23 at 10:00 PM GMT+2. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Number of Years Up | 28 |
| Number of Years Down | 11 |
| Best 1Y Total Return | 35.83% |
| Worst 1Y Total Return | -- |
| Best 3Y Total Return | 35.83% |
| Worst 3Y Total Return | -0.54% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00008VUL.SW
Category
- YTD
- 3.44%
- 0.00%
- 1-Month
- 3.54%
- 0.00%
- 3-Month
- 3.44%
- 0.00%
- 1-Year
- -2.74%
- 0.00%
- 3-Year
- -1.85%
- 0.00%
- 5-Year
- 5.37%
- 0.00%
- 10-Year
- 7.45%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00008VUL.SW
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.44% | -- | -- | -- |
| 2023 | 12.02% | -0.63% | -7.35% | 2.13% |
| 2022 | -11.15% | -15.50% | -8.48% | 8.46% |
| 2021 | 7.65% | 9.58% | 0.08% | 6.17% |
| 2020 | -16.08% | 12.35% | 6.85% | 9.08% |
| 2019 | 14.30% | 7.59% | 0.82% | 7.05% |
| 2018 | -1.50% | 3.70% | 0.64% | -20.06% |
| 2017 | 11.41% | 8.67% | 3.88% | 5.10% |
| 2016 | 0.41% | 0.71% | 9.40% | -0.28% |
| 2015 | 4.68% | -2.98% | -0.28% | 10.63% |
| 2014 | 7.43% | 0.41% | -0.70% | 3.27% |
| 2013 | 12.19% | 0.21% | 10.62% | 9.22% |
| 2012 | 8.03% | -4.28% | 4.44% | 5.02% |
| 2011 | 1.14% | -4.35% | -16.82% | 5.30% |
| 2010 | 10.88% | -4.07% | 8.59% | 12.60% |
| 2009 | -9.94% | 25.32% | 17.67% | 2.10% |
| 2008 | -14.47% | -2.08% | -11.81% | -25.53% |
| 2007 | 9.42% | 6.77% | -4.06% | -1.44% |
| 2006 | 14.41% | -4.11% | 11.79% | 16.31% |
| 2005 | 11.45% | 3.58% | 17.21% | -0.35% |
| 2004 | 8.71% | 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% |
| 2000 | 17.89% | 3.04% | 14.64% | -10.11% |
| 1999 | 2.52% | 7.97% | 1.72% | 19.55% |
| 1998 | 27.95% | 8.08% | -29.80% | 20.95% |
| 1997 | 13.46% | 17.65% | 5.16% | -1.44% |
| 1996 | 8.67% | 2.15% | -1.38% | 6.17% |
| 1995 | -7.61% | 13.32% | 2.73% | -3.99% |
| 1994 | 3.21% | -3.26% | -2.89% | -0.64% |
| 1993 | 17.99% | 7.33% | 4.90% | 19.79% |
| 1992 | 6.62% | 2.88% | -15.83% | -2.11% |
| 1991 | 8.05% | 0.41% | -4.77% | -6.84% |
| 1990 | -4.66% | 7.98% | -20.26% | -1.92% |
| 1989 | 1.99% | 2.78% | 4.66% | -5.21% |
| 1988 | 10.29% | 1.35% | 14.21% | 2.00% |
| 1987 | 5.90% | 3.18% | 15.33% | -37.25% |
| 1986 | 5.18% | 12.73% | -2.13% | 8.96% |
| 1985 | 6.96% | 7.69% | 9.72% | 17.10% |
| 1984 | -33.75% | 3.36% | 2.05% | -- |
Rank in Category (By Total Return)
| YTD | 80 |
| 1-Month | 57 |
| 3-Month | 80 |
| 1-Year | 95 |
| 3-Year | 58 |
| 5-Year | 54 |
Load Adjusted Returns
| 1-Year | -2.74% |
| 3-Year | -1.85% |
| 5-Year | 5.37% |
| 10-Year | 7.45% |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 80 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Ist Associates Inc |
| Net Assets | 759.67M |
| YTD Return | 3.44% |
| Yield | -- |
| Morningstar Rating | |
| Inception Date | Feb 09, 1984 |
Fund Summary
Fund Summary Information Not Available
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