Swiss - Delayed Quote CHF

IST Immo Optima Schweiz II (0P0000JQL5.SW)

1,589.77 -9.75 (-0.61%)
As of January 8 at 9:00:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return 20.52%
Worst 1Y Total Return --
Best 3Y Total Return 20.52%
Worst 3Y Total Return -0.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000JQL5.SW
Category
YTD
14.96%
0.00%
1-Month
1.80%
0.00%
3-Month
6.80%
0.00%
1-Year
21.11%
0.00%
3-Year
3.00%
0.00%
5-Year
4.63%
0.00%
10-Year
5.87%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000JQL5.SW
Category
2024
--
--
2023
6.06%
--
2022
-13.59%
--
2021
7.89%
--
2020
9.31%
--
2019
20.52%
--
2018
-5.77%
--
2017
6.91%
--

2016
7.04%
--
2015
4.50%
--
2014
15.30%
--
2013
-2.79%
--
2012
6.24%
--
2011
6.94%
--
2010
5.80%
--
2009
19.21%
--
2008
-0.10%
--
2007
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.11% -0.35% 4.45% --
2023 0.00% 0.42% 0.73% 4.85%
2022 -3.84% -10.34% -1.31% 1.56%
2021 0.40% 6.84% -0.33% 0.92%
2020 -4.01% 1.29% 3.78% 8.33%
2019 8.67% 4.26% 0.79% 5.54%
2018 -2.33% -0.55% -2.02% -0.98%
2017 4.93% 1.80% -2.64% 2.79%
2016 4.08% 2.35% 0.64% -0.15%
2015 7.99% -4.34% -1.43% 2.63%

2014 3.66% 1.05% 3.32% 6.54%
2013 -1.41% -3.76% 1.44% 1.00%
2012 3.41% 1.44% 0.01% 1.27%
2011 3.01% 0.97% 2.86% -0.05%
2010 1.44% -0.77% 5.07% 0.03%
2009 5.04% 4.31% 4.20% 4.41%
2008 2.85% 1.90% -0.64% -4.06%
2007 -2.13% -1.17% -3.79% --

Rank in Category (By Total Return)

YTD 2
1-Month 8
3-Month 2
1-Year 2
3-Year 80
5-Year 18

Load Adjusted Returns

1-Year 21.11%
3-Year 3.00%
5-Year 4.63%
10-Year 5.87%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Ist Associates Inc
Net Assets 174.77M
YTD Return 14.96%
Yield --
Morningstar Rating
Inception Date Mar 30, 2007

Fund Summary

null

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