Swiss - Delayed Quote CHF

Swiss Rock Emerg Eq/Aktien Schw X (0P00013PWI.SW)

14.29 +0.20 (+1.42%)
As of April 24 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 6
Number of Years Down 3
Best 1Y Total Return 34.91%
Worst 1Y Total Return --
Best 3Y Total Return 34.91%
Worst 3Y Total Return -3.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00013PWI.SW
Category
YTD
10.19%
0.00%
1-Month
3.81%
0.00%
3-Month
10.19%
0.00%
1-Year
9.51%
0.00%
3-Year
-3.58%
0.00%
5-Year
2.51%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00013PWI.SW
Category
2024
--
--
2023
2.23%
--
2022
-18.84%
--
2021
9.31%
--
2020
6.46%
--
2019
16.23%
--
2018
-12.79%
--
2017
34.91%
--

2016
11.19%
--
2015
-12.40%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.19% -- -- --
2023 2.86% 0.46% -0.62% -0.46%
2022 -5.10% -8.77% -7.90% 1.78%
2021 11.50% 3.35% -4.10% -1.08%
2020 -24.77% 14.47% 8.11% 14.35%
2019 9.25% 0.08% -2.00% 8.47%
2018 1.07% -4.07% -2.90% -7.36%
2017 10.47% 2.79% 9.13% 8.86%
2016 -0.80% 3.34% 8.46% 0.00%
2015 1.10% -2.57% -12.18% 1.27%

2014 0.60% -- -- --

Rank in Category (By Total Return)

YTD 37
1-Month 75
3-Month 37
1-Year 23
3-Year 16
5-Year 12

Load Adjusted Returns

1-Year 9.51%
3-Year -3.58%
5-Year 2.51%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Swiss Rock Asset Management AG
Net Assets --
YTD Return 10.19%
Yield 0.00%
Morningstar Rating
Inception Date Jul 02, 2014

Fund Summary

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