UK markets close in 3 hours 11 minutes

Ag Fuer Fondsverwaltung - Immofonds Schweizer Immobilien Anlagefonds (IM.SW)

Swiss - Swiss Delayed price. Currency in CHF
Add to watchlist
514.00+6.00 (+1.18%)
As of 12:55PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up54
Number of years down2
Best 1-yr total return (Invalid Date)10.05%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return10.05%
Worst 3-yr total return3.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIM.SWCategory
YTD0.00%0.00%
1-month0.00%0.00%
3-month0.00%0.00%
1-year3.52%0.00%
3-year7.27%0.00%
5-year7.40%0.00%
10-year6.55%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
IM.SWCategory
2024
N/AN/A
2023
3.52%N/A
2022
10.05%N/A
2021
8.35%N/A
2020
7.66%N/A
2019
7.53%N/A
2018
9.68%N/A
2017
6.37%N/A
2016
6.24%N/A
2015
2.09%N/A
2014
4.31%N/A
2013
4.43%N/A
2012
5.27%N/A
2011
6.47%N/A
2010
4.90%N/A
2009
5.17%N/A
2008
5.12%N/A
2007
10.44%N/A
2006
5.11%N/A
2005
5.03%N/A
2004
4.88%N/A
2003
-14.84%N/A
2002
6.56%N/A
2001
5.79%N/A
2000
5.21%N/A
1999
4.20%N/A
1998
46.71%N/A
1997
57.37%N/A
1996
53.02%N/A
1995
56.34%N/A
1994
61.39%N/A
1993
77.01%N/A
1992
61.35%N/A
1991
54.73%N/A
1990
39.93%N/A
1989
51.10%N/A
1988
69.94%N/A
1987
52.22%N/A
1986
50.81%N/A
1985
50.88%N/A
1984
49.50%N/A
1983
49.51%N/A
1982
49.74%N/A
1981
49.03%N/A
1980
42.17%N/A
1979
1.25%N/A
1978
2.36%N/A
1977
2.26%N/A
1976
1.01%N/A
1975
-4.94%N/A
1974
0.92%N/A
1973
7.37%N/A
1972
6.42%N/A
1971
4.93%N/A
1970
0.19%N/A
1969
3.01%N/A
1968
0.88%N/A
1967
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.00%N/AN/AN/A
20230.00%0.00%7.16%-3.40%
20220.00%10.05%0.00%0.00%
20210.00%6.26%0.00%1.96%
20200.00%5.11%0.00%2.43%
20190.00%5.18%0.00%2.23%
20180.00%7.12%0.00%2.39%
20170.00%4.14%0.00%2.14%
20160.00%3.99%0.00%2.17%
20150.00%-0.23%0.00%2.33%
20140.00%-0.12%0.00%4.43%
20130.00%0.00%4.43%0.00%
20120.00%0.81%4.43%0.00%
20110.00%1.92%4.46%0.00%
20100.00%0.34%4.55%0.00%
20090.00%0.58%4.56%0.00%
20080.00%0.50%4.59%0.00%
20070.00%5.34%0.00%4.83%
20060.00%5.11%0.00%0.00%
20050.00%5.03%0.00%0.00%
20040.00%4.88%0.00%0.00%
20030.00%4.77%0.00%-18.72%
20020.00%6.56%0.00%0.00%
20010.00%5.79%0.00%0.00%
20000.00%5.21%0.00%0.00%
19990.00%4.20%0.00%0.00%
19980.00%3.11%42.28%0.00%
19970.00%10.00%43.06%0.00%
19960.00%5.53%45.00%0.00%
19950.00%7.97%44.80%0.00%
19940.00%10.86%45.59%0.00%
19930.00%20.26%47.19%0.00%
19920.00%7.02%50.77%0.00%
19910.00%5.48%46.68%0.00%
19900.00%-1.79%42.47%0.00%
19890.00%12.43%34.39%0.00%
19880.00%25.79%35.09%0.00%
19870.00%7.14%42.08%0.00%
19860.00%6.59%41.49%0.00%
19850.00%6.88%41.17%0.00%
19840.00%6.45%40.45%0.00%
19830.00%6.35%40.58%0.00%
19820.00%6.84%40.15%0.00%
19810.00%5.73%40.94%0.00%
19800.00%-0.14%42.37%0.00%
19790.00%1.25%-0.00%0.00%
19780.00%2.36%-0.00%0.00%
19770.00%2.26%-0.00%0.00%
19760.00%1.01%0.00%0.00%
19750.00%-4.94%0.00%0.00%
19740.00%0.92%-0.00%0.00%
19730.00%7.37%0.00%0.00%
19720.00%6.42%0.00%0.00%
19710.00%4.93%0.00%0.00%
19700.00%0.19%0.00%0.00%
19690.00%3.01%0.00%0.00%
19680.00%0.88%0.00%0.00%
19670.00%0.00%N/AN/A

Rank in category (by total return)

YTD100
1-month31
3-month100
1-year22
3-year1
5-year1

Load adjusted returns

1-year3.52%
3-year7.27%
5-year7.40%
10-year6.55%