Swiss - Delayed Quote CHF

Vontobel mtx Sust AsLdrs ExJpn HR CHFH (0P0001KBQK.SW)

101.30 -0.83 (-0.81%)
At close: December 20 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 2
Best 1Y Total Return 24.64%
Worst 1Y Total Return --
Best 3Y Total Return 24.64%
Worst 3Y Total Return -10.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001KBQK.SW
Category
YTD
4.43%
0.00%
1-Month
-3.44%
0.00%
3-Month
-0.97%
0.00%
1-Year
7.06%
0.00%
3-Year
-6.97%
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
0P0001KBQK.SW
Category
2024
--
--
2023
1.87%
--
2022
-25.90%
--
2021
-4.68%
--
2020
24.64%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.82% 5.47% 6.67% --
2023 6.24% -3.35% -4.52% 3.90%
2022 -9.30% -7.60% -16.80% 6.28%
2021 2.90% 0.85% -10.17% 2.25%
2020 -15.12% 13.87% 8.33% 19.04%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 7.06%
3-Year -6.97%
5-Year --
10-Year --

Performance & Risk

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

Fund Overview

Category --
Fund Family Vontobel Asset Management S.A.
Net Assets --
YTD Return 4.43%
Yield 0.00%
Morningstar Rating --
Inception Date Apr 14, 2020

Fund Summary

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