Swiss - Delayed Quote CHF

BEKB Aktienfonds - BEKB Aktien Schweiz (0P0001CH75.SW)

123.58 +0.16 (+0.13%)
At close: October 24 at 10:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 3
Best 1Y Total Return 26.45%
Worst 1Y Total Return --
Best 3Y Total Return 26.45%
Worst 3Y Total Return 0.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001CH75.SW
Category
YTD
12.07%
0.00%
1-Month
-1.38%
0.00%
3-Month
2.69%
0.00%
1-Year
14.72%
0.00%
3-Year
3.65%
0.00%
5-Year
5.62%
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
0P0001CH75.SW
Category
2024
--
--
2023
9.10%
--
2022
-15.56%
--
2021
20.63%
--
2020
-0.74%
--
2019
26.45%
--
2018
-12.52%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.17% 2.79% 2.69% --
2023 7.92% 1.88% -3.07% 2.37%
2022 -4.78% -11.36% -4.92% 5.22%
2021 5.73% 8.09% -2.13% 7.85%
2020 -17.50% 10.39% 3.15% 5.66%
2019 10.30% 5.74% 1.94% 6.35%
2018 -4.86% 0.20% 2.39% -10.37%

Rank in Category (By Total Return)

YTD 31
1-Month 46
3-Month 31
1-Year 28
3-Year 18
5-Year 55

Load Adjusted Returns

1-Year 10.13%
3-Year 2.23%
5-Year 4.81%
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) 1.00
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Berner Kantonalbank AG
Net Assets 445.46M
YTD Return 12.07%
Yield --
Morningstar Rating
Inception Date Jan 22, 2008

Fund Summary

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