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Incrementum Inflation Diversifier Fund (0P00016S5X.SW)

Swiss - Swiss Delayed price. Currency in CHF
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119.48-1.28 (-1.06%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up4
Number of years down4
Best 1-yr total return (Invalid Date)17.79%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return17.79%
Worst 3-yr total return-3.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016S5X.SWCategory
YTD2.00%0.00%
1-month0.85%0.00%
3-month3.91%0.00%
1-year-6.05%0.00%
3-year4.00%0.00%
5-year7.75%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016S5X.SWCategory
2024
N/AN/A
2023
-7.94%N/A
2022
17.79%N/A
2021
2.61%N/A
2020
10.97%N/A
2019
15.40%N/A
2018
-7.19%N/A
2017
-1.80%N/A
2016
-1.67%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.15%N/AN/AN/A
20230.79%-7.78%-2.92%2.02%
202212.03%2.50%-0.31%2.89%
20211.10%1.42%-0.78%0.85%
2020-16.65%16.15%6.12%8.01%
20191.96%4.51%3.58%4.56%
2018-2.98%0.18%-5.48%1.03%
20170.10%-1.89%-0.14%0.13%
20160.95%4.70%-3.07%-4.02%
2015-4.37%N/AN/AN/A

Rank in category (by total return)

YTD99
1-month14
3-month98
1-year99
3-year2
5-year1

Load adjusted returns

1-year-6.05%
3-year4.00%
5-year7.75%
10-yearN/A