OTC Markets OTCPK - Delayed Quote USD

SWC (LU) PF Resp Balance (CHF) AA USD (0P0001A2PC)

117.64 -0.17 (-0.14%)
At close: June 29 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 2
Best 1Y Total Return 12.89%
Worst 1Y Total Return --
Best 3Y Total Return 12.89%
Worst 3Y Total Return -1.28%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001A2PC
Category
YTD
0.00%
0.00%
1-Month
0.00%
0.00%
3-Month
0.00%
0.00%
1-Year
0.00%
0.00%
3-Year
0.00%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001A2PC
Category
2023
--
--
2022
-16.79%
--
2021
3.93%
--
2020
11.25%
--
2019
12.89%
--
2018
-8.20%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 4.63% -- -- --
2022 -5.76% -11.90% -7.14% 7.93%
2021 -2.02% 4.55% -2.17% 3.71%
2020 -11.19% 10.19% 4.92% 8.35%
2019 4.92% 3.40% -1.04% 5.16%
2018 -0.67% -3.33% 2.06% -6.33%
2017 5.34% 1.95% 2.04% --

Rank in Category (By Total Return)

YTD 31
1-Month 37
3-Month 40
1-Year 68
3-Year 74
5-Year 67

Load Adjusted Returns

1-Year -3.02%
3-Year 0.98%
5-Year 0.91%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Swisscanto Fondsleitung AG
Net Assets 754.62M
YTD Return --
Yield 0.13%
Morningstar Rating
Inception Date Feb 13, 1995

Fund Summary

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