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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.
  01.01.23 31.05.23 01.01.23 31.03.23 01.04.22 31.03.23 01.04.20 31.03.23 01.04.18 31.03.23 01.04.13 31.03.23 - 31.03.23
Swiss Shares SBD 100 ESG 8.1% 7.9% -5.6% 9.5% 5.3% n.a. 7.5%
Benchmark 7.7% 5.9% -6.4% 8.7% 7.4% n.a. 5.9%
               
LOB-Mix 4.1% 2.7% -4.2% 2.7% 1.6% 2.5% 4.1%
Benchmark 4.0% 2.7% -4.0% 2.9% 2.3% 3.1% 4.4%
               
LOB-Mix Plus 35 3.6% 2.7% -4.2% 3.5% 1.9% 3.2 3.2%
Benchmark 3.9% 2.8% -3.4% 3.8% 3.4% 4.0% 4.1%
               
Swiss real estate* 1.3% 1.3% 4.8% 4.0% 3.8% 3.6% 3.7%
Benchmark* 0.8% 0.8% 4.1% 4.7% 4.7% 4.9% 4.9%
               
Romandie real estate* 0.6% 0.6% 3.2% 3.9% 3.8% n.a. 4.8%
Benchmark* 0.8% 0.8% 4.1% 4.7% 4.7% n.a. 4.9%
               
Mortgages Switzerland** -1.7% -1.6% -9.8% -3.4% n.a. n.a. -5.8%
Benchmark** 1.8% 0.8% -4.9% -2.6% n.a. n.a. -7.9%

1, 3, 5 and 10 year calculations (source: KGAST Performance Comparison)
* YTD = 01.01.2023 - 31.03.2023
** YTD = 01.01.2023 - 30.04.2023