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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 28.10.20 01.07.20 30.09.20 01.10.19 30.09.20 01.10.17 30.09.20 01.10.15 30.09.20 01.10.10 30.09.20 - 30.09.20
Swiss Shares SBD 100 -9.2% 5.3% 3.0% 5.2% 11.0% n.a. 9.1%
Benchmark -6.5% 2.3% 4.0% 6.8% 8.0 n.a. 6.1%
               
LOB-Mix -1.7% 1.5% 0.2% 2.5% 3.0% 3.5% 4.4%
Benchmark -0.8% 1.7% 0.7% 3.4% 3.8% 4.2% 4.8%
               
LOB-Mix Plus 30 -2.4% 2.2% 1.2% 2.3% 4.3% n.a. 3.9%
Benchmark -0.6% 1.8% 2.8% 4.5% 5.0% n.a. 4.9%
               
Swiss real estate* 2.1% 0.7% 3.4% 3.4% 3.5% n.a. 3.6%
Benchmark* 3.8% 1.2% 4.8% 4.7% 4.9% n.a. 5.0%
               
Romandie real estate* 3.2% 1.2% 3.9% 3.3% n.a. n.a. 5.4%
Benchmark* 3.8% 1.2% 4.8% 4.7% n.a. n.a. 5.0%
               
Mortgages Switzerland** 0.5% 0.2% 0.7% n.a. n.a. n.a. 4.9%
Benchmark** -0.2% 0.8% -1.4% n.a. n.a. n.a. 2.6%

1, 3, 5 and 10 year calculations (source: KGAST Performance Comparison)
* YTD = 01.01.2020 - 30.09.2020
** YTD = 01.01.2020 - 30.09.2020