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SWC AST Avant BVG Resp Portf 15 DT CHF (0P00002BI0.SW)

Swiss - Swiss Delayed price. Currency in CHF
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167.44-0.55 (-0.33%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up27
Number of years down4
Best 1-yr total return (Invalid Date)7.98%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return7.98%
Worst 3-yr total return-2.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00002BI0.SWCategory
YTD0.42%0.00%
1-month-1.22%0.00%
3-month0.57%0.00%
1-year3.36%0.00%
3-year-1.04%0.00%
5-year0.31%0.00%
10-year1.63%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00002BI0.SWCategory
2024
N/AN/A
2023
5.61%N/A
2022
-10.20%N/A
2021
1.56%N/A
2020
2.03%N/A
2019
6.50%N/A
2018
-1.25%N/A
2017
4.10%N/A
2016
2.16%N/A
2015
1.47%N/A
2014
7.54%N/A
2013
2.42%N/A
2012
5.50%N/A
2011
3.58%N/A
2010
2.63%N/A
2009
7.98%N/A
2008
-1.99%N/A
2007
0.29%N/A
2006
2.60%N/A
2005
7.21%N/A
2004
4.39%N/A
2003
5.19%N/A
2002
3.97%N/A
2001
0.86%N/A
2000
3.49%N/A
1999
3.05%N/A
1998
7.30%N/A
1997
2.94%N/A
1996
5.81%N/A
1995
2.68%N/A
1994
-6.76%N/A
1993
8.81%N/A
1992
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.66%N/AN/AN/A
20231.19%1.85%-1.25%3.76%
2022-4.76%-4.76%-1.81%0.83%
2021-0.27%1.57%-0.38%0.65%
2020-1.85%1.94%1.04%0.92%
20193.07%1.88%1.95%-0.52%
2018-0.85%0.42%-0.24%-0.58%
20171.19%0.48%1.29%1.08%
20160.93%1.63%0.90%-1.30%
20151.07%-1.36%0.55%1.22%
20141.83%1.97%1.50%2.03%
20131.71%-0.99%1.11%0.58%
20121.88%0.73%2.10%0.67%
20110.16%0.57%1.01%1.80%
20101.84%-0.20%1.85%-0.85%
2009-0.27%2.67%4.40%1.01%
2008-2.27%-0.22%1.45%-0.93%
20070.37%-0.87%0.75%0.04%
2006-0.25%-1.62%3.80%0.72%
20051.64%3.13%1.64%0.62%
20042.86%-1.45%1.51%1.44%
2003-0.30%3.86%0.79%0.79%
20020.48%0.63%1.15%1.65%
20010.62%0.80%0.81%-1.36%
2000-0.28%2.33%0.07%1.35%
19991.70%7.49%-7.66%2.08%
19984.27%3.50%-4.11%3.69%
19972.61%17.61%-15.87%1.40%
19962.16%1.20%-1.02%3.40%
19950.41%2.36%-3.21%3.22%
1994-0.99%-2.06%-6.08%2.38%
19935.38%1.81%-2.17%3.67%
19924.45%N/AN/AN/A

Rank in category (by total return)

YTD79
1-month65
3-month74
1-year59
3-year34
5-year43

Load adjusted returns

1-year3.36%
3-year-1.04%
5-year0.31%
10-year1.63%