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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.
  01.01.21 20.10.21 01.07.21 30.09.21 01.10.20 30.09.21 01.10.18 30.09.21 01.10.16 30.09.21 01.10.11 30.09.21 - 30.09.21
Swiss Shares SBD 100 13.6% -2.0% 18.9% 9.7% 11.9% n.a. 10.6%
Benchmark 16.2% -2.0% 18.2% 11.7% 11.1% n.a. 8.0%
               
LOB-Mix 5.8% -0.1% 7.6% 4.9% 3.6% 4.5% 4.5%
Benchmark 5.9% -0.1% 7.7% 5.6% 4.3% 5.1% 4.9%
               
LOB-Mix Plus 35 6.7% 0.0% 8.9% 5.2% 4.6% n.a. 4.5%
Benchmark 7.1% -0.1% 8.7% 6.5% 5.7% n.a. 5.4%
               
Swiss real estate* 2.4% 0.7% 4.0% 3.7% 3.7% n.a. 3.6%
Benchmark* 3.9% 1.7% 4.9% 4.8% 4.9% n.a. 5.0%
               
Romandie real estate* 3.8% 0.7% 4.7% 3.9% 5.2% n.a. 5.3%
Benchmark* 3.9% 1.7% 4.9% 4.8% 4.9% n.a. 5.0%
               
Mortgages Switzerland** 0.3% 0.0% 0.4% n.a. n.a. n.a. 5.3%
Benchmark** -0.8% -0.4% -0.1% n.a. n.a. n.a. 2.5%

1, 3, 5 and 10 year calculations (source: KGAST Performance Comparison)
* YTD = 01.01.2021 - 30.09.2021
** YTD = 01.01.2021 - 30.09.2021