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SWC AST Avant BVG Resp Portf 15 GT CHF (0P00011IKF.SW)

Swiss - Swiss Delayed price. Currency in CHF
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125.32+0.12 (+0.10%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up8
Number of years down2
Best 1-yr total return (Invalid Date)7.63%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return7.63%
Worst 3-yr total return-2.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00011IKF.SWCategory
YTD1.21%0.00%
1-month0.73%0.00%
3-month1.27%0.00%
1-year3.76%0.00%
3-year-0.70%0.00%
5-year0.50%0.00%
10-year1.75%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00011IKF.SWCategory
2024
N/AN/A
2023
5.79%N/A
2022
-10.04%N/A
2021
1.75%N/A
2020
2.18%N/A
2019
6.60%N/A
2018
-1.11%N/A
2017
4.26%N/A
2016
2.31%N/A
2015
1.71%N/A
2014
7.63%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.70%N/AN/AN/A
20231.23%1.90%-1.20%3.81%
2022-4.72%-4.72%-1.77%0.87%
2021-0.22%1.61%-0.34%0.70%
2020-1.81%1.95%1.09%0.97%
20193.09%1.90%1.98%-0.50%
2018-0.82%0.45%-0.21%-0.54%
20171.23%0.51%1.33%1.13%
20160.97%1.67%0.94%-1.26%
20151.09%-1.34%0.71%1.25%
20141.85%2.02%1.50%2.05%
2013-0.95%1.16%0.63%N/A

Rank in category (by total return)

YTD73
1-month37
3-month51
1-year63
3-year22
5-year47

Load adjusted returns

1-year3.76%
3-year-0.70%
5-year0.50%
10-year1.75%