Swiss - Delayed Quote CHF

Anlagelösung Bank Cler Ausgewogen CHF V (0P0001F66I.SW)

119.78 +0.24 (+0.20%)
As of October 17 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 4
Number of Years Down 1
Best 1Y Total Return 13.98%
Worst 1Y Total Return --
Best 3Y Total Return 13.98%
Worst 3Y Total Return -1.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001F66I.SW
Category
YTD
8.15%
0.00%
1-Month
0.15%
0.00%
3-Month
0.78%
0.00%
1-Year
9.87%
0.00%
3-Year
-0.23%
0.00%
5-Year
2.02%
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
0P0001F66I.SW
Category
2024
--
--
2023
3.58%
--
2022
-13.40%
--
2021
8.92%
--
2020
2.48%
--
2019
13.98%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.71% 1.52% 0.78% --
2023 2.21% 0.97% -1.20% 1.59%
2022 -4.54% -8.37% -3.45% 2.54%
2021 3.73% 4.05% -1.42% 2.37%
2020 -8.64% 6.83% 1.70% 3.25%
2019 8.09% 1.93% 1.36% 2.07%

Rank in Category (By Total Return)

YTD 39
1-Month 92
3-Month 85
1-Year 72
3-Year 49
5-Year 46

Load Adjusted Returns

1-Year 5.71%
3-Year -1.57%
5-Year 1.24%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.68
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Bank Cler AG
Net Assets 370.53M
YTD Return 8.15%
Yield --
Morningstar Rating
Inception Date Oct 07, 2016

Fund Summary

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