Swiss - Delayed Quote CHF

Bellevue (Lux) Bellevue Sust HC B CHF (0P0001E1J2.SW)

141.80 -0.81 (-0.57%)
As of October 23 at 10:00 PM GMT+2. Market Open.

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 21.47%
Worst 1Y Total Return --
Best 3Y Total Return 21.47%
Worst 3Y Total Return -5.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001E1J2.SW
Category
YTD
8.10%
0.00%
1-Month
-4.01%
0.00%
3-Month
-0.34%
0.00%
1-Year
3.24%
0.00%
3-Year
-7.03%
0.00%
5-Year
3.15%
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
0P0001E1J2.SW
Category
2024
--
--
2023
-10.95%
--
2022
-13.37%
--
2021
9.52%
--
2020
17.14%
--
2019
21.47%
--
2018
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.47% 0.00% -0.34% --
2023 -3.15% -2.73% -1.01% -4.50%
2022 -6.32% -6.66% -7.40% 6.99%
2021 7.29% 9.48% -3.23% -3.64%
2020 -7.71% 17.38% -0.46% 8.63%
2019 16.52% -4.08% -0.42% 9.14%
2018 4.33% -16.45% -- --

Rank in Category (By Total Return)

YTD 74
1-Month 75
3-Month 36
1-Year 85
3-Year 77
5-Year 71

Load Adjusted Returns

1-Year -1.92%
3-Year -8.61%
5-Year 2.10%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Bellevue Asset Management AG
Net Assets --
YTD Return 8.10%
Yield 0.00%
Morningstar Rating
Inception Date May 31, 2022

Fund Summary

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