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. | |
|---|---|---|---|---|---|---|---|
| 01.01.18 15.08.18 | 01.04.18 30.06.18 | 01.07.17 30.06.18 | 01.07.15 30.06.18 | 01.07.13 30.06.18 | 01.07.08 30.06.18 | - 30.06.18 | |
| Aktien Schweiz SBD 100 | 0.1% | -3.0% | 9.0% | n.a. | n.a. | n.a. | 12.0% |
| Benchmark | -1.0% | 1.3% | 2.0% | n.a. | n.a. | n.a. | 3.4% |
| Aktien Schweiz indexiert | -1.3% | 1.3% | 1.5% | 4.7% | 6.9% | 5.5% | 7.6% |
| Benchmark | -1.0% | 1.3% | 2.0% | 5.0% | 7.3% | 5.8% | 7.9% |
| Aktien Global indexiert | -0.7% | 3.3% | 14.1% | 9.6% | 9.5% | 4.2% | 4.7% |
| Benchmark | 0.0% | 3.6% | 14.2% | 9.7% | 9.8% | 4.4% | 4.9% |
| Obligationen Schweiz indexiert | -0.8% | 0.1% | -0.5% | 0.2% | 1.9% | 3.1% | 2.9% |
| Benchmark | -0.5% | 0.2% | 0.0% | 0.6% | 2.2% | 3.4% | 3.3% |
| Obligationen Global indexiert | -2.6% | -0.6% | 5.6% | 4.4% | 2.2% | 1.9% | 1.5% |
| Benchmark | -2.2% | -0.6% | 6.4% | 4.8% | 2.7% | 2.1% | 1.8% |
| BVG-Mix | -1.1% | 0.6% | 2.3% | 2.7% | 3.8% | 3.7% | 4.5% |
| Benchmark | -0.6% | 0.9% | 3.1% | 3.3% | 4.5% | 4.2% | 4.9% |
| BVG-Mix Plus 30 | -1.1% | 0.7% | 2.7% | 4.4% | 5.0% | n.a. | 4.4% |
| Benchmark | -0.6% | 1.0% | 2.9% | 3.6% | 4.9% | n.a. | 4.6% |
| Immobilien Schweiz* | 1.5% | 0.9% | 3.6% | 3.5% | 3.3% | n.a. | 3.7% |
| Benchmark* | 2.1% | 1.0% | 4.9% | 5.1% | 5.1% | n.a. | 5.1% |
| Immobilien Romandie* | 2.3% | 1.0% | 2.1% | n.a. | n.a. | n.a. | 7.0% |
| Benchmark* | 2.1% | 1.0% | 4.9% | n.a. | n.a. | n.a. | 5.1% |
Quelle für die 1-, 3-, 5-, 10-Jahresberechnungen ist der KGAST-Performance-Vergleich
* YTD = 01.01.2018 - 30.06.2018