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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 01.02.23 01.10.22 31.12.22 01.01.22 31.12.22 01.01.20 31.12.22 01.01.18 31.12.22 01.01.13 31.12.22 - 31.12.22
Swiss Shares SBD 100 ESG 6.8% 6.1% -18.9% -0.3% 2.9% n.a. 6.7%
Benchmark 5.0% 4.3% -16.5% 2.3% 5.0% n.a. 5.3%
               
LOB-Mix 3.2% 1.1% -10.8% -0.8% 0.7% 2.6% 4.0%
Benchmark 3.2% 0.8% -10.6% -0.3% 1.4% 3.2% 4.4%
               
LOB-Mix Plus 35 2.9% 1.2% -10.2% -0.4% 1.0% n.a. 3.0%
Benchmark 3.1% 1.2% -9.5% 0.9% 2.6% n.a. 4.0%
               
Swiss real estate* 4.2% 1.0% 4.2% 3.8% 3.6% 3.6% 3.7%
Benchmark* 4.7% 1.0% 4.7% 4.9% 4.7% 5.0% 5.0%
               
Romandie real estate* 3.6% 0.8% 3.6% 4.1% 3.9% n.a. 4.9%
Benchmark* 4.7% 1.0% 4.7% 4.9% 4.7% n.a. 4.9%
               
Mortgages Switzerland** -9.1% -3.1% -9.1% -2.9% n.a. n.a. -4.3%
Benchmark** -10.4% 0.3% -10.4% -3.9% n.a. n.a. -8.7%

1, 3, 5 and 10 year calculations (source: KGAST Performance Comparison)
* YTD = 01.01.2022 - 31.12.2022
** YTD = 01.01.2022 - 31.12.2022