Performance
Die Anlagevermögen der Helvetia Anlagestiftung werden wöchentlich bewertet (Stichtag: Mittwoch).
| YTD | Quartal | 1 Jahr | 3 Jahre p.a. | 5 Jahre p.a. | 10 Jahre p.a. | seit Lancierung p.a. | |
|---|---|---|---|---|---|---|---|
| 01.01.25 19.02.25 | 01.10.24 31.12.24 | 01.01.24 31.12.24 | 01.01.22 31.12.24 | 01.01.20 31.12.24 | 01.01.15 31.12.24 | - 31.12.24 | |
| Aktien Schweiz SBD 100 ESG | 7.0% | -4.1% | 6.2% | -1.6% | 3.1% | n.a. | 7.1% |
| Benchmark | 9.7% | -4.7% | 6.2% | -2.0% | 3.8% | n.a. | 5.5% |
| BVG-Mix | 1.6% | 0.7% | 7.9% | 0.9% | 2.3% | 2.6% | 4.2% |
| Benchmark | 1.7% | 1.0% | 8.0% | 1.0% | 2.7% | 3.1% | 4.6% |
| BVG-Mix Plus 35 | 2.3% | 0.7% | 8.4% | 0.9% | 2.5% | 3.4% | 3.7% |
| Benchmark | 2.5% | 0.7% | 8.0% | 1.3% | 3.3% | 3.9% | 4.5% |
| Immobilien Schweiz* | 4.8% | -0.1% | 4.8% | 3.8% | 3.7% | 3.6% | 3.7% |
| Benchmark* | 3.6% | 1.0% | 3.6% | 3.5% | 4.1.% | 4.5% | 4.6% |
| Immobilien Romandie* | 3.5% | 0.7% | 3.5% | 3.4% | 3.8% | n.a. | 4.6% |
| Benchmark* | 3.6% | 1.0% | 3.6% | 3.5% | 4.1% | n.a. | 4.5% |
| Hypotheken Schweiz** | -0.3% | 1.9% | 10.2% | -0.1% | 0.1% | n.a. | 0.8% |
| Benchmark** | -0.4% | 1.7% | 5.6% | 0.2% | -0.1% | n.a. | 0.4% |
1, 3, 5 und 10 Jahreskalkulation (Quelle: KGAST Performancevergleich)
* YTD = 01.01.2024 - 31.12.2024
** YTD = 01.01.2025 - 31.01.2025