Swiss - Delayed Quote CHF
Bellevue (Lux) Global Income HB CHF Acc (0P0001O3SG.SW)
At close: December 24 at 1:00:00 AM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Number of Years Up | 1 |
| Number of Years Down | 1 |
| Best 1Y Total Return | 2.74% |
| Worst 1Y Total Return | -- |
| Best 3Y Total Return | 2.74% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001O3SG.SW
Category
- YTD
- 1.93%
- 0.00%
- 1-Month
- 0.58%
- 0.00%
- 3-Month
- 0.60%
- 0.00%
- 1-Year
- 3.92%
- 0.00%
- 3-Year
- -1.32%
- 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
0P0001O3SG.SW
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.45% | -0.38% | 1.85% | -- |
| 2023 | -0.62% | 0.03% | -0.08% | 3.44% |
| 2022 | -3.30% | -5.22% | -1.60% | 1.88% |
| 2021 | -1.02% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 40 |
| 1-Month | 55 |
| 3-Month | 31 |
| 1-Year | 53 |
| 3-Year | 37 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 3.92% |
| 3-Year | -1.32% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.54 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Bellevue Asset Management Ltd. |
| Net Assets | -- |
| YTD Return | 1.93% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 30, 2021 |
Fund Summary
Fund Summary Information Not Available
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