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 05.12.18 | 01.07.18 30.09.18 | 01.10.17 30.09.18 | 01.10.15 30.09.18 | 01.10.13 30.09.18 | 01.10.08 30.09.18 | - 30.09.18 | |
| Aktien Schweiz SBD 100 | -7.0% | 1.4% | 4.9% | 15.0% | n.a. | n.a. | 11.5% |
| Benchmark | -2.9% | 4.7% | 3.5% | 7.6% | n.a. | n.a. | 4.6% |
| Aktien Schweiz indexiert | -2.5% | 5.1% | 3.7% | 7.5% | 6.9% | 6.5% | 7.7% |
| Benchmark | -2.9% | 4.7% | 3.5% | 7.6% | 7.3% | 6.9% | 8.0% |
| Aktien Global indexiert | -5.4% | 0.4% | 6.4% | 12.0% | 8.7% | 5.3% | 4.7% |
| Benchmark | -4.5% | 0.9% | 7.8% | 12.2% | 9.0% | 5.6% | 4.9% |
| Obligationen Schweiz indexiert | -1.0% | -0.9% | -1.3% | -0.3% | 1.6% | 2.6% | 2.8% |
| Benchmark | -0.6% | -0.9% | -0.9% | 0.0% | 1.9% | 2.9% | 3.2% |
| Obligationen Global indexiert | -2.0% | -3.2% | -1.5% | 1.1% | 1.8% | 1.1% | 1.2% |
| Benchmark | -1.5% | -3.1% | -0.8% | 1.6% | 2.2% | 1.3% | 1.2% |
| BVG-Mix | -2.2% | 0.0% | 0.5% | 2.7% | 3.4% | 3.7% | 4.5% |
| Benchmark | -1.5% | 0.0% | 1.2% | 3.2% | 4.1% | 4.2% | 4.8% |
| BVG-Mix Plus 30 | -4.3% | -0.4% | 0.2% | 4.9% | 4.6% | n.a. | 4.1% |
| Benchmark | -1.7% | 0.5% | 1.8% | 4.2% | 4.7% | n.a. | 4.5% |
| Immobilien Schweiz* | 2.0% | 0.5% | 3.2% | 3.5% | 3.3% | n.a. | 3.6% |
| Benchmark* | 3.5% | 1.4% | 4.6% | 5.1% | 5.0% | n.a. | 5.1% |
| Immobilien Romandie* | 3.4% | 1.1% | 2.8% | n.a. | n.a. | n.a. | 6.7% |
| Benchmark* | 3.5% | 1.4% | 4.6% | n.a. | n.a. | n.a. | 5.2% |
| Hypotheken Schweiz** | 0.1% | ||||||
| Benchmark** | 0.1% |
Quelle für die 1-, 3-, 5-, 10-Jahresberechnungen ist der KGAST-Performance-Vergleich
* YTD = 01.01.2018 - 30.09.2018
** YTD = 28.09.2018 - 31.10.3018