Swiss - Delayed Quote CHF
IST Global Small Mid Caps II (0P0000JQL0.SW)
As of January 8 at 1:00:00 AM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
| Best 1Y Total Return | 27.25% |
| Worst 1Y Total Return | -- |
| Best 3Y Total Return | 27.25% |
| Worst 3Y Total Return | -2.39% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000JQL0.SW
Category
- YTD
- 16.51%
- 0.00%
- 1-Month
- 7.08%
- 0.00%
- 3-Month
- 6.79%
- 0.00%
- 1-Year
- 21.78%
- 0.00%
- 3-Year
- -2.19%
- 0.00%
- 5-Year
- 2.82%
- 0.00%
- 10-Year
- 6.29%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000JQL0.SW
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 11.86% | -3.28% | 1.62% | -- |
| 2023 | 4.76% | 0.33% | -3.63% | 1.99% |
| 2022 | -10.94% | -14.47% | -3.75% | 3.54% |
| 2021 | 11.80% | 4.08% | 0.23% | 1.70% |
| 2020 | -25.69% | 17.95% | 4.38% | 15.91% |
| 2019 | 12.99% | 3.41% | 1.88% | 6.90% |
| 2018 | -1.53% | 6.24% | 0.19% | -14.74% |
| 2017 | 3.48% | 0.54% | 4.94% | 7.09% |
| 2016 | -2.00% | 2.37% | 5.96% | 4.56% |
| 2015 | 3.56% | -1.24% | -4.61% | 7.85% |
| 2014 | 0.66% | 4.45% | 3.45% | 5.76% |
| 2013 | 14.84% | -0.25% | 4.70% | 4.55% |
Rank in Category (By Total Return)
| YTD | 49 |
| 1-Month | 45 |
| 3-Month | 47 |
| 1-Year | 49 |
| 3-Year | 62 |
| 5-Year | 73 |
Load Adjusted Returns
| 1-Year | 21.78% |
| 3-Year | -2.19% |
| 5-Year | 2.82% |
| 10-Year | 6.29% |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 49 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Ist Associates Inc |
| Net Assets | 40.5M |
| YTD Return | 16.51% |
| Yield | -- |
| Morningstar Rating | |
| Inception Date | Dec 28, 2012 |
Fund Summary
null
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