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. | |
| 01.01.25 23.04.25 | 01.01.25 31.03.25 | 01.04.24 31.03.25 | 01.04.22 31.03.25 | 01.04.20 31.03.25 | 01.04.15 31.03.25 | - 31.03.25 | |
| Swiss Shares SBD 100 ESG | 1.0% | 4.7% | 5.6% | 2.5% | 8.4% | n.a. | 7.4% |
| Benchmark | 3.4% | 8.6% | 8.8% | 2.6% | 8.2% | n.a. | 6.2% |
| LOB-Mix | -1.6% | 0.1% | 4.2% | 2.4% | 4.0% | 2.5% | 4.2% |
| Benchmark | -1.6% | 0.1% | 4.3% | 2.5% | 4.1% | 3.0% | 4.5% |
| LOB-Mix Plus 35 | -1.7% | 0.5% | 4.9% | 2.4% | 4.4% | 3.1% | 3.6% |
| Benchmark | -1.2% | 0.8% | 4.6% | 2.8% | 4.7% | 3.7% | 4.4% |
| Swiss real estate* | 0.8% | 0.8% | 3.9% | 3.8% | 3.7% | 3.6% | 3.7% |
| Benchmark* | 1.1% | 1.1% | 4.0% | 3.4% | 4.0% | 4.5% | 4.6% |
| Romandie real estate* | 0.6% | 0.6% | 3.6% | 3.3% | 3.7% | n.a. | 4.5% |
| Benchmark* | 1.1% | 1.1% | 4.0% | 3.4% | 4.0% | n.a. | 4.5% |
| Mortgages Switzerland** | -0.9% | -0.9% | 7.6% | -0.1% | -0.1% | n.a. | 0.6% |
| Benchmark** | -0.7% | -0.7% | 4.1% | 1.7% | 0.4% | n.a. | 0.3% |
1, 3, 5 and 10 year calculations (source: KGAST Performance Comparison)
* YTD = 01.01.2023 - 31.03.2024
** YTD = 01.01.2024 - 31.03.2024