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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.
  01.01.20 20.05.20 01.01.20 31.03.20 01.04.19 31.03.20 01.04.17 31.03.20 01.04.15 31.03.20 01.04.10 31.03.20 - 31.03.20
Swiss Shares SBD 100 -12.2% -18.5% -4.1% 3.4% n.a. n.a. 6.2%
Benchmark -4.9% -11.8% 0.7% 5.5% n.a. n.a. 4.1%
               
LOB-Mix -2.9% -7.5% -3.0% 0.7% 1.0% 2.7% 4.2%
Benchmark -2.0% -6.6% -2.0% 1.7% 1.9% 3.5% 4.6%
               
LOB-Mix Plus 30 -4.7% -8.5% -1.9% 1.1% 1.8% n.a. 3.1%
Benchmark -1.6% -5.7% 0.4% 3.2% 2.7% n.a. 4.3%
               
Swiss real estate* 0.6% 0.6% 3.3% 3.4% 3.4% n.a. 3.6%
Benchmark* 1.4% 1.4% 4.9% 4.8% 5.0% n.a. 5.0%
               
Romandie real estate* 1.2% 1.2% 3.5% 3.3% n.a. n.a. 5.6%
Benchmark* 1.4% 1.4% 4.9% 4.8% n.a. n.a. 5.0%
               
Mortgages Switzerland** 0.2% 0.2% 4.3% n.a. n.a. n.a. 4.5%
Benchmark** -1.5% -3.1% -2.6% n.a. n.a. n.a. -0.4%

1, 3, 5 and 10 year calculations (source: KGAST Performance Comparison)
* YTD = 01.01.2020 - 31.03.2020
** YTD = 01.01.2020 - 30.04.2020