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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 18.05.22 01.01.21 31.12.21 01.01.21 31.12.21 01.01.19 31.12.21 01.01.17 31.12.21 01.01.12 31.12.21 - 31.12.21
Swiss Shares SBD 100 -11.5% 7.1% 18.3% 17.5% 12.5% n.a. 11.4%
Benchmark -9.6% 9.3% 23.4% 18.7% 12.9% n.a. 9.2%
               
LOB-Mix -6.7% 2.0% 7.1% 6.5% 4.2% 4.4% 4.6%
Benchmark -6.3% 2.2% 7.5% 7.2% 5.0% 5.0% 5.0%
               
LOB-Mix Plus 35 -6.0% 2.1% 7.8% 7.6% 4.9% n.a. 4.6%
Benchmark -5.8% 2.8% 9.1% 8.5% 6.3% n.a. 5.6%
               
Swiss real estate* 0.7% 1.0% 3.4% 3.5% 3.5% n.a. 3.7%
Benchmark* 1.3% 1.1% 5.0% 4.8% 4.8% n.a. 5.0%
               
Romandie real estate* 1.0% 0.8% 4.6% 3.9% 4.4% n.a. 5.2%
Benchmark* 1.3% 1.1% 5.0% 4.8% 4.8% n.a. 5.0%
               
Mortgages Switzerland** -1.5% 0.0% 0.3% 1.8% n.a. n.a. 5.3%
Benchmark** -6.4% -0.5% -1.3% 0.4% n.a. n.a. 2.0%

1, 3, 5 and 10 year calculations (source: KGAST Performance Comparison)
* YTD = 01.01.2021 - 31.03.2021
** YTD = 01.01.2022 - 31.03.2022