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CS Fund 3 - Credit Suisse (CH) 130/30 Swiss Equity Fund (0P00011VR9.SW)

Swiss - Swiss Delayed price. Currency in CHF
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2,333.61+9.96 (+0.43%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up6
Number of years down3
Best 1-yr total return (Invalid Date)29.25%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return29.25%
Worst 3-yr total return4.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00011VR9.SWCategory
YTD10.10%0.00%
1-month5.80%0.00%
3-month7.92%0.00%
1-year11.85%0.00%
3-year4.57%0.00%
5-year8.89%0.00%
10-year8.34%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00011VR9.SWCategory
2024
N/AN/A
2023
8.37%N/A
2022
-9.77%N/A
2021
15.89%N/A
2020
8.62%N/A
2019
29.25%N/A
2018
-6.02%N/A
2017
26.69%N/A
2016
-0.73%N/A
2015
2.35%N/A
2014
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.83%N/AN/AN/A
20233.60%4.74%-0.55%0.43%
2022-0.88%-7.93%-4.04%3.03%
20216.05%6.45%-4.72%7.75%
2020-6.96%9.62%2.62%3.77%
201913.61%4.72%1.74%6.78%
2018-4.98%3.02%6.47%-9.82%
20179.37%6.35%4.66%4.07%
2016-10.57%4.14%5.55%0.98%
20154.12%-4.33%-2.84%5.76%
20141.98%3.19%3.16%N/A

Rank in category (by total return)

YTD25
1-month60
3-month12
1-year12
3-year7
5-year5

Load adjusted returns

1-year2.23%
3-year1.50%
5-year7.06%
10-year7.47%