UK markets open in 3 hours 7 minutes

MV Immoxtra Schweiz Fonds P (0P0000J2K6.SW)

Swiss - Swiss Delayed price. Currency in CHF
Add to watchlist
156.22-0.31 (-0.20%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up11
Number of years down4
Best 1-yr total return (Invalid Date)12.72%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return12.72%
Worst 3-yr total return-1.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000J2K6.SWCategory
YTD2.43%0.00%
1-month1.93%0.00%
3-month1.96%0.00%
1-year-0.97%0.00%
3-year-0.71%0.00%
5-year3.21%0.00%
10-year4.47%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000J2K6.SWCategory
2024
N/AN/A
2023
-4.43%N/A
2022
-3.29%N/A
2021
7.10%N/A
2020
8.38%N/A
2019
12.72%N/A
2018
1.94%N/A
2017
7.02%N/A
2016
6.11%N/A
2015
11.86%N/A
2014
-3.71%N/A
2013
0.55%N/A
2012
-1.70%N/A
2011
0.09%N/A
2010
5.49%N/A
2009
12.56%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.49%N/AN/AN/A
2023-3.08%0.32%-1.97%0.27%
20220.92%-2.49%-1.61%-0.12%
20212.27%2.21%0.90%1.55%
20202.93%1.56%1.22%2.42%
20194.77%2.91%1.45%3.05%
20180.44%1.57%0.02%-0.10%
20171.94%1.50%0.53%2.90%
20161.35%2.91%1.52%0.22%
2015-0.80%5.45%1.64%5.21%
20140.24%-0.77%-1.59%-1.64%
2013-0.01%0.64%0.28%-0.35%
2012-0.56%-0.23%-0.41%-0.51%
20110.15%-0.55%-0.25%0.74%
20101.66%1.19%2.48%0.06%
20092.40%5.57%3.52%0.58%

Rank in category (by total return)

YTD77
1-month3
3-month3
1-year100
3-year50
5-year75

Load adjusted returns

1-year-6.06%
3-year-2.45%
5-year2.13%
10-year3.92%