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Swiss Life Funds (F) Equity ESG Euro Zone Minimum Volatility (0P0000GHGS.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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21,321.00+102.60 (+0.48%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.83%
5-year average return4.05%
Number of years up10
Number of years down5
Best 1-yr total return (4 Jul 2024)21.62%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return21.62%
Worst 3-yr total return-0.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000GHGS.FCategory
YTD8.23%0.00%
1-month2.92%0.00%
3-month5.80%0.00%
1-year11.75%0.00%
3-year5.25%0.00%
5-year4.92%0.00%
10-year4.73%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000GHGS.FCategory
2024
N/AN/A
2023
11.17%N/A
2022
-14.80%N/A
2021
21.62%N/A
2020
-3.43%N/A
2019
13.66%N/A
2018
-8.17%N/A
2017
12.88%N/A
2016
-5.07%N/A
2015
13.67%N/A
2014
9.23%N/A
2013
18.86%N/A
2012
14.67%N/A
2011
-3.89%N/A
2010
4.79%N/A
2009
17.83%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.84%N/AN/AN/A
20238.81%1.32%-3.96%4.99%
2022-8.54%-8.62%-5.87%8.30%
20213.07%7.54%2.01%7.56%
2020-19.04%12.83%0.98%4.68%
20198.79%0.35%2.62%1.46%
2018-4.82%2.79%1.55%-7.58%
20177.46%2.84%1.46%0.67%
2016-5.29%-1.89%2.71%-0.53%
201515.27%-2.40%-4.10%5.36%
20141.58%4.38%0.06%2.96%
20139.58%-1.58%5.08%4.89%
20125.29%0.08%5.24%3.41%
20112.91%3.31%-14.41%5.62%
20102.25%-5.53%6.70%1.67%
2009-10.02%11.25%11.91%5.19%
2008-15.67%N/AN/AN/A

Rank in category (by total return)

YTD76
1-month44
3-month30
1-year88
3-year69
5-year91

Load adjusted returns

1-year8.40%
3-year4.19%
5-year4.28%
10-year4.42%