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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.
  01.01.22 05.10.22 01.04.22 30.06.22 01.07.21 30.06.22 01.07.19 30.06.22 01.07.17 30.06.22 01.07.12 30.06.22 - 30.06.22
Swiss Shares SBD 100 -21.8% -12.6% -14.9% 2.5% 4.9% n.a. 7.2%
Benchmark -18.4% -11.0% -9.9% 4.9% 6.4% n.a. 5.8%
               
LOB-Mix -10.6% -5.9% -8.2% 0.3% 1.6% 3.0% 4.1%
Benchmark -10.3% -5.7% -7.7% 0.8% 2.3% 3.7% 4.5%
               
LOB-Mix Plus 35 -10.1% -5.8% -7.4% 1.2% 2.0% n.a. 3.3%
Benchmark -9.5% -5.5% -6.3% 2.2% 3.5% n.a. 4.2%
               
Swiss real estate* 2.6% 1.8% 4.3% 3.9% 3.7% n.a. 3.7%
Benchmark* 2.4% 1.0% 5.3% 4.9% 4.8% n.a. 5.0%
               
Romandie real estate* 2.1% 1.0% 3.6% 4.0% 3.6% n.a. 5.1%
Benchmark* 2.4% 1.0% 5.3% 4.9% 4.8% n.a. 4.9%
               
Mortgages Switzerland** -4.8% -2.6% -3.3% -0.1% n.a. n.a. 1.8%
Benchmark** -8.7% -3.5% -9.1% -3.3% n.a. n.a. -6.5%

1, 3, 5 and 10 year calculations (source: KGAST Performance Comparison)
* YTD = 01.01.2022 - 30.06.2022
** YTD = 01.01.2022 - 31.08.2022