Performance
The non-current assets of Helvetia Investment Foundation are valued weekly (every Wednesday).
| YTD | Quarter | 1 Year | 3 Years p.a. | 5 Years p.a. | 10 Years p.a. | Since launch p.a. | |
|---|---|---|---|---|---|---|---|
| 01.01.24 26.06.24 | 01.01.24 31.03.24 | 01.04.23 31.03.24 | 01.04.21 31.03.24 | 01.04.19 31.03.24 | 01.04.14 31.03.24 | - 31.03.24 | |
| Swiss Shares SBD 100 ESG | 6.4% | 5.3% | 8.0% | 1.9% | 6.4% | n.a. | 7.6% |
| Benchmark | 9.4% | 6.0% | 6.2% | 3.3% | 6.6% | n.a. | 5.9% |
| LOB-Mix | 5.0% | 3.6% | 7.5% | 1.0% | 2.5% | 2.9% | 4.2% |
| Benchmark | 4.9% | 3.5% | 7.4% | 1.2% | 2.8% | 3.5% | 4.5% |
| LOB-Mix Plus 35 | 5.4% | 3.0% | 6.8% | 1.0% | 3.0% | 3.6% | 3.5% |
| Benchmark | 5.2% | 3.8% | 7.2% | 2.0% | 3.8% | 4.3% | 4.4% |
| Swiss real estate* | 1.6% | 1.6% | 2.6% | 3.7% | 3.6% | 3.5% | 3.6% |
| Benchmark* | 0.7% | 0.7% | 2.0% | 3.8% | 4.2% | 4.6% | 4.7% |
| Romandie real estate* | 0.5% | 0.5% | 3.0% | 3.7% | 3.6% | n.a. | 4.6% |
| Benchmark* | 0.7% | 0.7% | 2.0% | 3.8% | 4.2% | n.a. | 4.5% |
| Mortgages Switzerland** | 2.3% | 1.5% | 2.8% | -2.7% | -0.7% | n.a. | -0.6% |
| Benchmark** | -0.4% | 0.7% | 6.1% | -1.7% | -0.9% | n.a. | -0.4% |
1, 3, 5 and 10 year calculations (source: KGAST Performance Comparison)
* YTD = 01.01.2023 - 31.03.2024
** YTD = 01.01.2024 - 31.03.2024