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. | |
|---|---|---|---|---|---|---|---|
| 01.01.24 10.04.24 | 30.09.23 31.12.23 | 31.12.22 31.12.23 | 31.12.20 31.12.23 | 31.12.18 31.12.23 | 31.12.13 31.12.23 | - 31.12.23 | |
| Swiss Shares SBD 100 ESG | 3.7% | 4.7% | 10.8% | 2.1% | 7.8% | n.a. | 7.2% |
| Benchmark | 4.0% | 1.4% | 6.1% | 3.0% | 8.2% | n.a. | 5.4% |
| LOB-Mix | 3.1% | 2.7% | 6.6% | 0.6% | 2.8% | 2.8% | 4.1% |
| Benchmark | 3.0% | 2.6% | 6.6% | 0.8% | 3.2% | 3.3% | 4.4% |
| LOB-Mix Plus 35 | 3.3% | 2.7% | 5.9% | 0.8% | 3.5% | 3.5% | 3.3% |
| Benchmark | 3.3% | 2.1% | 6.0% | 1.6% | 4.2% | 4.1% | 4.1% |
| Swiss real estate* | 2.3% | -0.1% | 2.3% | 3.3% | 3.4% | 3.5% | 3.6% |
| Benchmark* | 2.1% | 0.5% | 2.1% | 4.0% | 4.3% | 4.6% | 4.7% |
| Romandie real estate* | 3.2% | 1.6% | 3.2% | 3.8% | 3.7% | n.a. | 4.7% |
| Benchmark* | 2.1% | 0.5% | 2.1% | 4.0% | 4.3% | n.a. | 4.6% |
| Mortgages Switzerland** | 0.3% | 1.1% | -0.3% | -3.2% | -0.9% | n.a. | -0.1% |
| Benchmark** | 0.1% | 3.0% | 6.2% | -2.1% | -0.8% | n.a. | -0.6% |
1, 3, 5 and 10 year calculations (source: KGAST Performance Comparison)
* YTD = 01.01.2023 - 31.12.2023
** YTD = 01.01.2024 - 31.01.2024