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ZugerKB Strategie ESG Ausgewogen CHF B (0P00016G36.SW)

Swiss - Swiss Delayed price. Currency in CHF
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121.01-0.09 (-0.07%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up6
Number of years down2
Best 1-yr total return (Invalid Date)15.42%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return15.42%
Worst 3-yr total return-2.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016G36.SWCategory
YTD2.90%0.00%
1-month-1.28%0.00%
3-month2.44%0.00%
1-year5.10%0.00%
3-year-2.16%0.00%
5-year1.42%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016G36.SWCategory
2024
N/AN/A
2023
5.11%N/A
2022
-16.16%N/A
2021
6.43%N/A
2020
6.83%N/A
2019
15.42%N/A
2018
-8.16%N/A
2017
11.02%N/A
2016
3.35%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.24%N/AN/AN/A
20232.81%0.66%-2.52%4.19%
2022-5.30%-9.28%-4.43%2.12%
20212.09%3.19%-0.60%1.64%
2020-7.46%7.63%2.63%4.51%
20198.18%2.75%1.77%2.03%
2018-2.55%0.37%0.46%-6.53%
20173.71%1.64%2.28%2.98%
2016-0.69%1.66%3.32%-0.91%
20154.16%N/AN/AN/A

Rank in category (by total return)

YTD65
1-month44
3-month61
1-year56
3-year77
5-year48

Load adjusted returns

1-year1.04%
3-year-3.46%
5-year0.63%
10-yearN/A