Swiss - Delayed Quote CHF

UBS (CH) Institutional Fund - Bonds CHF Ausland Passive II (0P0000ITZJ.SW)

1,057.18 +1.27 (+0.12%)
At close: April 22 at 10:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return 8.90%
Worst 1Y Total Return --
Best 3Y Total Return 8.90%
Worst 3Y Total Return -3.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000ITZJ.SW
Category
YTD
0.75%
0.00%
1-Month
0.63%
0.00%
3-Month
0.75%
0.00%
1-Year
6.09%
0.00%
3-Year
-1.21%
0.00%
5-Year
-0.51%
0.00%
10-Year
0.47%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000ITZJ.SW
Category
2024
--
--
2023
6.12%
--
2022
-9.33%
--
2021
-0.68%
--
2020
0.41%
--
2019
2.29%
--
2018
-0.27%
--
2017
0.16%
--

2016
1.11%
--
2015
1.45%
--
2014
4.87%
--
2013
0.33%
--
2012
6.09%
--
2011
2.75%
--
2010
3.80%
--
2009
8.90%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.75% -- -- --
2023 0.78% 1.69% 0.84% 2.68%
2022 -5.76% -3.18% -1.60% 0.98%
2021 -0.12% 0.02% -0.18% -0.40%
2020 -4.58% 3.65% 0.85% 0.67%
2019 1.48% 0.94% 0.76% -0.89%
2018 -0.40% -0.16% -0.37% 0.66%
2017 0.14% -0.26% 0.04% 0.25%
2016 1.37% 1.04% 0.02% -1.30%
2015 1.17% -0.24% 0.32% 0.20%

2014 1.43% 1.43% 0.56% 1.36%
2013 0.24% -0.99% 1.02% 0.07%
2012 2.50% 0.90% 2.02% 0.55%
2011 -0.02% 1.74% 1.42% -0.40%
2010 2.14% 1.09% 1.31% -0.76%
2009 -2.13% 5.33% 5.38% 0.25%

Rank in Category (By Total Return)

YTD 25
1-Month 59
3-Month 25
1-Year 52
3-Year 25
5-Year 25

Load Adjusted Returns

1-Year 0.00%
3-Year -3.19%
5-Year -1.71%
10-Year -0.13%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.60
Morningstar Risk Rating

Fund Overview

Category --
Fund Family UBS Fund Management (Switzerland) AG
Net Assets 1.63B
YTD Return 0.75%
Yield --
Morningstar Rating
Inception Date May 06, 2009

Fund Summary

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