STA.SW - Residentia Fund

Swiss - Swiss Delayed Price. Currency in CHF

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up10
Number of Years DownN/A
Best 1 Yr Total Return (Invalid Date)7.34%
Worst 1 Yr Total Return (Invalid Date)N/A
Best 3-Yr Total Return7.34%
Worst 3-Yr Total Return1.37%

Trailing Returns (%) Vs. Benchmarks

ReturnSTA.SWCategory
YTD0.00%0.00%
1-Month0.00%0.00%
3-Month0.00%0.00%
1-Year0.00%0.00%
3-Year0.00%0.00%
5-Year0.00%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
STA.SWCategory
2023
N/AN/A
2022
0.00%N/A
2021
2.74%N/A
2020
1.38%N/A
2019
2.49%N/A
2018
2.65%N/A
2017
3.40%N/A
2016
3.77%N/A
2015
5.13%N/A
2014
3.75%N/A
2013
4.62%N/A
2012
7.34%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20230.00%N/AN/AN/A
20220.00%0.00%0.00%0.00%
20210.00%1.01%0.00%1.72%
20200.00%1.29%0.00%0.09%
20190.00%1.39%0.00%1.08%
20180.00%1.10%0.00%1.53%
20170.00%1.94%0.00%1.44%
20160.00%0.40%0.00%3.36%
20150.00%2.68%0.00%2.39%
20140.00%1.40%-15.63%21.27%
20130.00%1.52%0.00%3.06%
20120.00%2.34%-7.30%13.14%

Rank In Category (By Total Return)

YTD5
1-Month5
3-Month5
1-Year78
3-Year91
5-Year100

Load Adjusted Returns

1-Year2.11%
3-Year2.08%
5-Year2.27%
10-Year3.20%