Swiss - Delayed Quote CHF

LO Selection Conservative CHF IA (0P0001CCJQ.SW)

106.37 +0.22 (+0.20%)
At close: September 12 at 10:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return 8.82%
Worst 1Y Total Return --
Best 3Y Total Return 8.82%
Worst 3Y Total Return -3.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001CCJQ.SW
Category
YTD
4.47%
0.00%
1-Month
0.03%
0.00%
3-Month
2.04%
0.00%
1-Year
6.57%
0.00%
3-Year
-2.90%
0.00%
5-Year
-0.40%
0.00%
10-Year
0.20%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001CCJQ.SW
Category
2024
--
--
2023
2.45%
--
2022
-13.35%
--
2021
2.74%
--
2020
1.11%
--
2019
8.82%
--
2018
-6.49%
--
2017
4.36%
--

2016
0.42%
--
2015
-1.56%
--
2014
4.64%
--
2013
-0.93%
--
2012
2.33%
--
2011
0.15%
--
2010
-0.90%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.91% 0.34% -- --
2023 1.30% -0.46% -1.28% 2.92%
2022 -4.78% -5.82% -3.76% 0.40%
2021 1.04% 2.15% -0.50% 0.05%
2020 -9.76% 5.64% 2.26% 3.72%
2019 4.53% 1.53% 0.74% 1.78%
2018 -1.18% -0.54% -0.71% -4.17%
2017 1.64% 0.03% 1.34% 1.29%
2016 -1.17% 0.69% 1.40% -0.48%
2015 1.01% -1.80% -1.96% 1.22%

2014 0.83% 1.78% 1.08% 0.86%
2013 0.36% -2.79% 1.01% 0.53%
2012 2.20% -1.46% 2.13% -0.51%
2011 -0.48% -0.22% 0.16% 0.70%
2010 0.86% -0.87% -0.13% -0.75%

Rank in Category (By Total Return)

YTD 51
1-Month 74
3-Month 55
1-Year 48
3-Year 85
5-Year 75

Load Adjusted Returns

1-Year 1.24%
3-Year -4.55%
5-Year -1.42%
10-Year -0.31%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.50
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Lombard Odier Funds (Europe) SA
Net Assets 121.1M
YTD Return 4.47%
Yield 0.00%
Morningstar Rating
Inception Date Apr 19, 2012

Fund Summary

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