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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.
  01.01.24 17.04.24 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 1.4% 4.7% 10.8% 2.1% 7.8% n.a. 7.2%
Benchmark 2.2% 1.4% 6.1% 3.0% 8.2% n.a. 5.4%
               
LOB-Mix 2.5% 2.7% 6.6% 0.6% 2.8% 2.8% 4.1%
Benchmark 2.2% 2.6% 6.6% 0.8% 3.2% 3.3% 4.4%
               
LOB-Mix Plus 35 2.7% 2.7% 5.9% 0.8% 3.5% 3.5% 3.3%
Benchmark 2.6% 2.1% 6.0% 1.6% 4.2% 4.1% 4.1%
               
Swiss real estate* 1.6% -0.1% 2.3% 3.3% 3.4% 3.5% 3.6%
Benchmark* 0.7% 0.5% 2.1% 4.0% 4.3% 4.6% 4.7%
               
Romandie real estate* 0.5% 1.6% 3.2% 3.8% 3.7% n.a. 4.7%
Benchmark* 0.7% 0.5% 2.1% 4.0% 4.3% n.a. 4.6%
               
Mortgages Switzerland** 1.5% 1.1% -0.3% -3.2% -0.9% n.a. -0.1%
Benchmark** 0.7% 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 - 31.03.2024
** YTD = 01.01.2024 - 31.03.2024