Swiss - Delayed Quote CHF

IST Mixta Optima 25 III (0P0000JQLN.SW)

3,028.91 +0.24 (+0.01%)
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 13
Number of Years Down 3
Best 1Y Total Return 12.00%
Worst 1Y Total Return --
Best 3Y Total Return 12.00%
Worst 3Y Total Return -0.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000JQLN.SW
Category
YTD
6.44%
0.00%
1-Month
1.50%
0.00%
3-Month
1.46%
0.00%
1-Year
8.15%
0.00%
3-Year
0.49%
0.00%
5-Year
1.74%
0.00%
10-Year
3.11%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000JQLN.SW
Category
2024
--
--
2023
4.13%
--
2022
-9.74%
--
2021
7.22%
--
2020
1.75%
--
2019
11.02%
--
2018
-3.05%
--
2017
8.24%
--

2016
4.00%
--
2015
2.31%
--
2014
8.62%
--
2013
5.03%
--
2012
7.93%
--
2011
1.77%
--
2010
2.76%
--
2009
12.00%
--
2008
-10.50%
--
2007
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.00% 0.46% 2.05% --
2023 2.34% 0.56% -1.13% 2.34%
2022 -3.57% -5.52% -2.44% 1.55%
2021 2.55% 2.86% -0.29% 1.95%
2020 -7.59% 4.80% 1.68% 3.33%
2019 5.67% 1.94% 1.59% 1.45%
2018 -1.28% 0.77% 0.16% -2.70%
2017 2.64% 1.63% 1.85% 1.88%
2016 0.29% 2.08% 1.78% -0.18%
2015 1.55% -1.85% -0.18% 2.83%

2014 2.41% 2.42% 1.26% 2.27%
2013 3.25% -1.22% 1.77% 1.19%
2012 2.55% 0.90% 2.75% 1.51%
2011 0.30% -0.58% -0.74% 2.82%
2010 2.36% -1.65% 2.15% -0.07%
2009 -0.70% 4.56% 6.12% 1.65%
2008 -4.61% -0.53% -0.75% -4.97%
2007 -0.46% -1.17% -- --

Rank in Category (By Total Return)

YTD 35
1-Month 36
3-Month 41
1-Year 38
3-Year 13
5-Year 12

Load Adjusted Returns

1-Year 8.15%
3-Year 0.49%
5-Year 1.74%
10-Year 3.11%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.52
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Ist Associates Inc
Net Assets 565.51M
YTD Return 6.44%
Yield --
Morningstar Rating --
Inception Date Jun 27, 2007

Fund Summary

null

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