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 20.11.24 | 01.07.24 30.09.24 | 01.10.23 30.09.24 | 01.10.21 30.09.24 | 01.10.19 30.09.24 | 01.10.14 30.09.24 | - 30.09.24 | |
| Swiss Shares SBD 100 ESG | 5.3% | 4.0% | 15.8% | 2.1% | 5.5% | n.a. | 7.7% |
| Benchmark | 5.5% | 2.0% | 13.0% | 2.6% | 5.8% | n.a. | 6.2% |
| LOB-Mix | 7.1% | 1.9% | 10.0% | 1.3% | 2.3% | 2.8% | 4.2% |
| Benchmark | 6.9% | 1.5% | 9.6% | 1.3% | 2.5% | 3.3% | 4.6% |
| LOB-Mix Plus 35 | 7.7% | 2.1% | 10.0% | 1.4% | 2.8% | 3.6% | 3.7% |
| Benchmark | 7.0% | 1.2% | 9.3% | 1.9% | 3.4% | 4.1% | 4.5% |
| Swiss real estate* | 4.9% | 0.8% | 4.8% | 4.2% | 4.0% | 3.7% | 3.8% |
| Benchmark* | 2.6% | 1.0% | 3.2% | 3.5% | 4.1% | 4.5% | 4.6% |
| Romandie real estate* | 2.7% | 0.7% | 4.4% | 3.4% | 3.8% | n.a. | 4.6% |
| Benchmark* | 2.6% | 1.0% | 3.2% | 3.5% | 4.1% | n.a. | 4.5% |
| Mortgages Switzerland** | 8.7% | 2.8% | 9.3% | -0.7% | -0.2% | n.a. | 0.5% |
| Benchmark** | 4.1% | 2.1% | 7.0% | -0.5% | -0.6% | n.a. | 0.1% |
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