Swiss - Delayed Quote CHF

SWC AST BVG Resp Portf 15 WT GT CHF (0P00012DKZ.SW)

122.01 -0.33 (-0.27%)
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 8
Number of Years Down 2
Best 1Y Total Return 7.61%
Worst 1Y Total Return --
Best 3Y Total Return 7.61%
Worst 3Y Total Return -2.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00012DKZ.SW
Category
YTD
1.70%
0.00%
1-Month
1.75%
0.00%
3-Month
1.70%
0.00%
1-Year
6.28%
0.00%
3-Year
-0.53%
0.00%
5-Year
0.77%
0.00%
10-Year
1.92%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00012DKZ.SW
Category
2024
--
--
2023
5.79%
--
2022
-10.01%
--
2021
1.70%
--
2020
2.08%
--
2019
6.59%
--
2018
-1.05%
--
2017
4.29%
--

2016
2.20%
--
2015
1.24%
--
2014
7.61%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.70% -- -- --
2023 1.24% 1.89% -1.20% 3.81%
2022 -4.78% -4.63% -1.77% 0.87%
2021 0.05% 1.19% -0.47% 0.94%
2020 -1.90% 1.97% 1.06% 0.97%
2019 3.09% 1.93% 1.95% -0.50%
2018 -0.80% 0.47% -0.21% -0.51%
2017 1.24% 0.52% 1.33% 1.14%
2016 1.00% 1.57% 0.94% -1.30%
2015 0.99% -1.34% 0.58% 1.02%

2014 1.82% 2.03% 1.52% 2.02%

Rank in Category (By Total Return)

YTD 76
1-Month 50
3-Month 76
1-Year 25
3-Year 29
5-Year 44

Load Adjusted Returns

1-Year 6.28%
3-Year -0.53%
5-Year 0.77%
10-Year 1.92%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.52
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Swisscanto Anlagestiftung
Net Assets 10.28M
YTD Return 1.70%
Yield --
Morningstar Rating --
Inception Date Dec 12, 2013

Fund Summary

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