Swiss - Delayed Quote CHF

RESCAD Funds - Swiss Equity I (0P0001IVQJ.SW)

130.84 +0.48 (+0.37%)
At close: August 28 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 1
Best 1Y Total Return 27.93%
Worst 1Y Total Return --
Best 3Y Total Return 27.93%
Worst 3Y Total Return 3.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001IVQJ.SW
Category
YTD
10.30%
0.00%
1-Month
2.33%
0.00%
3-Month
7.62%
0.00%
1-Year
9.35%
0.00%
3-Year
1.55%
0.00%
5-Year
0.00%
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
0P0001IVQJ.SW
Category
2024
--
--
2023
8.93%
--
2022
-18.57%
--
2021
27.93%
--
2020
5.40%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.65% 2.03% -- --
2023 7.33% 2.10% -4.23% 3.79%
2022 -7.49% -12.18% -5.51% 6.08%
2021 7.05% 8.28% 0.25% 10.08%
2020 -13.02% 12.08% 2.66% 5.32%

Rank in Category (By Total Return)

YTD 82
1-Month 82
3-Month 74
1-Year 60
3-Year 39
5-Year --

Load Adjusted Returns

1-Year 9.35%
3-Year 1.55%
5-Year --
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category --
Fund Family FundPartner Solutions (Suisse) S.A
Net Assets 31.61M
YTD Return 10.30%
Yield --
Morningstar Rating
Inception Date Nov 29, 2019

Fund Summary

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