OTC Markets OTCPK - Delayed Quote USD

SWC (CH) IPF III IEF MSCIWldexCH GT USD (0P00012DT3)

375.63 -0.95 (-0.25%)
At close: October 3 at 4:00 PM EDT

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 28.30%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P00012DT3Category Average0P00012DT3Category Average0P00012DT3Category Average
Alpha 1.28 -- 0.98 -- 0.98 --
BETA 1.04 -- 1.03 -- 1.02 --
Mean Annual Return 0.71 -- 1.19 -- 0.89 --
R-squared 99.34 -- 99.35 -- 99.22 --
Standard Deviation 17.3 -- 17.9 -- 15.1 --
Sharpe Ratio 0.28 -- 0.67 -- 0.6 --
Treynor Ratio 3.42 -- 10.74 -- 8.09 --

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