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. | |
| 31.12.25 11.03.26 | 30.09.25 31.12.25 | 31.12.24 31.12.25 | 31.12.22 31.12.25 | 31.12.20 31.12.25 | 31.12.15 31.12.25 | - 31.12.25 | |
| BVG-Mix | -0.2% | 1.5% | 4.2% | 6.2% | 2.7% | 3.0% | 4.2% |
| Benchmark | -0.5% | 1.5% | 4.5% | 6.4% | 2.9% | 3.4% | 4.6% |
| BVG-Mix Plus 35 | -0.3% | 2.1% | 5.3% | 6.4% | 3.2% | 3.9% | 3.8% |
| Benchmark | -0.5% | 2.1% | 5.8% | 6.7% | 3.7% | 4.4% | 4.6% |
| Immobilien Schweiz* | 5.9% | 1.9% | 5.9% | 4.3% | 4.1% | 3.9% | 3.9% |
| Benchmark* | 5.1% | 1.2% | 5.1% | 3.6% | 4.1% | 4.5% | 4.7% |
| Immobilien Romandie* | 5.8% | 1.7% | 5.8% | 4.2% | 4.1% | n.a. | 4.7% |
| Benchmark* | 5.1% | 1.2% | 5.1% | 3.6% | 4.1% | n.a. | 4.5% |
| Hypotheken Schweiz** | 1.2% | -0.7% | -0.1% | 3.1% | 0.0% | n.a. | 0.7% |
| Benchmark** | 1.4% | -0.4% | 0.6% | 4.1% | 0.0% | n.a. | 0.4% |
1, 3, 5 und 10 Jahreskalkulation (Quelle: KGAST Performancevergleich)
* YTD = 01.01.2025 - 31.12.2025
** YTD = 01.01.2026 - 28.02.2026