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 13.06.18 | 01.01.18 31.03.18 | 01.04.17 31.03.18 | 01.04.15 31.03.18 | 01.04.13 31.03.18 | 01.04.08 31.03.18 | - 31.03.18 | |
| Aktien Schweiz SBD 100 | 1.4% | -3.6% | 12.5% | n.a. | n.a. | n.a. | 11.9% |
| Benchmark | -3.3% | -5.2% | 5.7% | n.a. | n.a. | n.a. | 3.2% |
| Aktien Schweiz indexiert | -3.4% | -5.3% | 5.2% | 3.4% | 6.6% | 5.1% | 7.6% |
| Benchmark | -3.3% | -5.2% | 5.7% | 3.7% | 7.1% | 5.5% | 7.9% |
| Aktien Global indexiert | 2.2% | -3.2% | 10.8% | 7.2% | 8.9% | 3.9% | 4.6% |
| Benchmark | 3.0% | -2.7% | 10.8% | 7.1% | 9.0% | 4.1% | 4.8% |
| Obligationen Schweiz indexiert | -1.4% | -0.9% | -1.3% | -0.3% | 1.5% | 3.0% | 3.0% |
| Benchmark | -1.3% | -0.8% | -0.9% | 0.1% | 1.8% | 3.3% | 3.1% |
| Obligationen Global indexiert | -1.3% | 0.2% | 6.2% | 2.6% | 2.0% | 1.9% | 1.5% |
| Benchmark | -0.9% | 0.6% | 7.1% | 3.1% | 2.5% | 2.2% | 1.8% |
| BVG-Mix | -1.3% | -1.9% | 2.0% | 1.7% | 3.4% | 3.6% | 4.6% |
| Benchmark | -0.9% | -1.6% | 2.7% | 2.3% | 4.0% | 4.1% | 4.9% |
| BVG-Mix Plus 30 | -0.3% | -1.7% | 4.2% | 3.4% | n.a. | n.a. | 4.5% |
| Benchmark | -1.0% | -2.1% | 2.9% | 2.3% | n.a. | n.a. | 4.6% |
| Immobilien Schweiz* | 0.6% | 0.6% | 3.4% | 3.4% | 3.5% | n.a. | 3.7% |
| Benchmark* | 1.1% | 1.1% | 5.1% | 5.2% | 5.1% | n.a. | 5.1% |
| Immobilien Romandie* | 1.3% | 1.3% | 2.6% | n.a. | n.a. | n.a. | 7.3% |
| Benchmark* | 1.1% | 1.1% | 5.1% | n.a. | n.a. | n.a. | 5.2% |
Quelle für die 1-, 3-, 5-, 10-Jahresberechnungen ist der KGAST-Performance-Vergleich
* YTD = 01.01.2018 - 31.03.2018