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CS Fund 1 - Credit Suisse (CH) Interest & Dividend Focus Balanced CHF (0P0000XQNE.SW)

Swiss - Swiss Delayed price. Currency in CHF
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124.06+1.00 (+0.81%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up7
Number of years down4
Best 1-yr total return (Invalid Date)13.19%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return13.19%
Worst 3-yr total return-1.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XQNE.SWCategory
YTD5.90%0.00%
1-month1.93%0.00%
3-month4.32%0.00%
1-year6.82%0.00%
3-year-0.14%0.00%
5-year2.01%0.00%
10-year2.03%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XQNE.SWCategory
2024
N/AN/A
2023
2.54%N/A
2022
-10.74%N/A
2021
9.97%N/A
2020
-2.37%N/A
2019
13.19%N/A
2018
-8.60%N/A
2017
7.73%N/A
2016
2.73%N/A
2015
-3.04%N/A
2014
9.56%N/A
2013
6.30%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.98%N/AN/AN/A
20232.48%-0.36%-1.36%1.81%
2022-2.00%-7.44%-4.35%2.88%
20215.80%3.67%-1.50%1.78%
2020-17.32%10.23%0.52%6.56%
20197.26%1.74%0.76%2.94%
2018-3.18%0.16%0.98%-6.67%
20173.03%0.75%1.52%2.24%
2016-1.27%1.57%2.29%0.14%
20150.85%-3.61%-2.60%2.40%
20141.20%2.69%2.37%2.99%
20135.94%-1.86%0.87%1.36%

Rank in category (by total return)

YTD30
1-month23
3-month10
1-year55
3-year31
5-year52

Load adjusted returns

1-year-0.42%
3-year-2.48%
5-year0.60%
10-year1.34%