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Swiss - Delayed Quote CHF

Globalance Zukunftbeweger focused B CHF (0P0001IN18.SW)

98.83
+2.15
+(2.22%)
At close: May 2 at 10:00:00 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 2
Best 1Y Total Return 26.78%
Worst 1Y Total Return --
Best 3Y Total Return 26.78%
Worst 3Y Total Return -8.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001IN18.SW
Category
YTD
-5.97%
0.00%
1-Month
-7.62%
0.00%
3-Month
-5.97%
0.00%
1-Year
-2.65%
0.00%
3-Year
-5.17%
0.00%
5-Year
4.57%
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
0P0001IN18.SW
Category
2024
12.72%
--
2023
5.20%
--
2022
-28.21%
--
2021
-0.18%
--
2020
26.78%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.87% -5.80% 2.04% 7.72%
2023 7.14% 0.53% -6.03% 3.94%
2022 -6.13% -18.89% -4.68% -1.07%
2021 7.24% 0.90% -6.23% -1.62%
2020 -18.98% 24.06% 11.99% 12.64%

Rank in Category (By Total Return)

YTD 79
1-Month 87
3-Month 79
1-Year 65
3-Year 91
5-Year 92

Load Adjusted Returns

1-Year -7.98%
3-Year -6.93%
5-Year 3.40%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Globalance Bank AG
Net Assets --
YTD Return -5.97%
Yield 0.00%
Morningstar Rating
Inception Date Nov 11, 2019

Fund Summary

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