Swiss - Delayed Quote CHF

MobiFonds Select 60 B (0P0001IUEL.SW)

155.47
-0.70
(-0.45%)
As of January 10 at 9:00:00 PM GMT+1. 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 14.54%
Worst 1Y Total Return --
Best 3Y Total Return 14.54%
Worst 3Y Total Return -0.83%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001IUEL.SW
Category
YTD
14.54%
0.00%
1-Month
0.27%
0.00%
3-Month
2.49%
0.00%
1-Year
14.54%
0.00%
3-Year
1.76%
0.00%
5-Year
3.51%
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
0P0001IUEL.SW
Category
2024
14.54%
--
2023
6.37%
--
2022
-13.50%
--
2021
7.67%
--
2020
4.73%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.73% 2.79% 1.85% 2.49%
2023 2.69% 2.13% -1.48% 2.95%
2022 -5.23% -6.88% -3.28% 1.35%
2021 1.67% 4.12% -1.26% 3.02%
2020 -6.34% 6.23% 3.20% 1.99%

Rank in Category (By Total Return)

YTD 3
1-Month 6
3-Month 5
1-Year 3
3-Year 4
5-Year 6

Load Adjusted Returns

1-Year 11.10%
3-Year 0.74%
5-Year 2.88%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.58
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Schweizerische Mobiliar Asset Mgmt AG
Net Assets 441.33M
YTD Return 14.54%
Yield --
Morningstar Rating
Inception Date Oct 01, 2013

Fund Summary

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