Performance since inception

This value should not be blank.

Please note that in the case of a presentation of several funds, the most recent launch date acts as the start date.

Performance in years

2024 2023 2022 2021 2020 2019
+14.77 +22.33 -29.60 +33.66 +9.68 +7.44 R

R Short fiscal year

Performance in EUR and %

Single investment from 1,000,000 Euro
1 year CHF853,056.09 -14.69
3 years CHF1,126,935.53 +12.69
5 years CHF1,193,661.97 +19.37
10 years    
since launch CHF1,288,200.00 +28.82
average since launch p.a.   +4.25

The performance periods shown here do not refer to the calendar year, but to the status date on this page.

Savings plan from 50 Euro
1 year CHF531.14 -20.47 p.a.
3 years CHF1,707.07 -3.41 p.a.
5 years CHF2,888.03 -1.49 p.a.
10 years    
since launch CHF3,647.77 +0.43 p.a.
 

The performance periods shown here do not refer to the calendar year, but to the status date on this page.

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