Swiss - Delayed Quote CHF

Migros Bank (CH) Fds Ins SmllStc CH Sust (0P00008F67.SW)

365.23
+3.28
+(0.91%)
At close: May 12 at 10:00:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return 36.93%
Worst 1Y Total Return --
Best 3Y Total Return 36.93%
Worst 3Y Total Return -3.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00008F67.SW
Category
YTD
2.06%
0.00%
1-Month
-0.22%
0.00%
3-Month
-4.48%
0.00%
1-Year
4.87%
0.00%
3-Year
1.76%
0.00%
5-Year
7.50%
0.00%
10-Year
8.52%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00008F67.SW
Category
2025
--
--
2024
2.75%
--
2023
13.75%
--
2022
-23.28%
--
2021
24.33%
--
2020
12.33%
--
2019
36.93%
--
2018
-13.99%
--

2017
32.76%
--
2016
8.34%
--
2015
11.01%
--
2014
12.51%
--
2013
29.93%
--
2012
16.00%
--
2011
-19.85%
--
2010
19.45%
--
2009
30.83%
--
2008
-41.17%
--
2007
4.44%
--
2006
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.28% -- -- --
2024 2.62% 2.10% 3.96% -5.67%
2023 10.69% -0.76% -1.82% 5.46%
2022 -9.87% -16.13% -7.16% 9.32%
2021 8.04% 10.26% -1.06% 5.48%
2020 -15.02% 12.44% 8.96% 7.90%
2019 13.70% 9.74% 1.07% 8.57%
2018 -2.97% 4.70% 3.17% -17.95%
2017 9.92% 7.54% 7.55% 4.42%
2016 -0.58% 0.65% 6.82% 1.35%

2015 4.78% -3.64% -1.07% 11.13%
2014 5.98% 3.54% -0.31% 2.86%
2013 10.63% 0.45% 8.15% 8.11%
2012 9.61% -3.53% 5.80% 3.69%
2011 0.02% -5.19% -18.02% 3.11%
2010 9.85% -6.46% 6.46% 9.19%
2009 -8.13% 22.15% 16.30% 0.24%
2008 -12.57% -2.27% -9.25% -24.13%
2007 11.89% 6.33% -9.53% -2.96%
2006 -3.04% 11.33% 13.64% --

Rank in Category (By Total Return)

YTD 69
1-Month 76
3-Month 65
1-Year 24
3-Year 11
5-Year 5

Load Adjusted Returns

1-Year -5.12%
3-Year -1.57%
5-Year 5.66%
10-Year 7.73%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Migros Bank AG
Net Assets 114.44M
YTD Return 2.06%
Yield --
Morningstar Rating
Inception Date Feb 09, 2006

Fund Summary

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