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OTC Markets OTCPK - Delayed Quote USD

SWC (CH) IEF USA Responsible GT USD (0P0001PYAU)

146.79
+0.86
+(0.59%)
At close: April 29 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down --
Best 1Y Total Return 27.17%
Worst 1Y Total Return --
Best 3Y Total Return 27.17%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001PYAU
Category
YTD
-5.22%
0.00%
1-Month
-6.02%
0.00%
3-Month
-5.22%
0.00%
1-Year
6.73%
0.00%
3-Year
0.00%
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
0P0001PYAU
Category
2024
24.02%
--
2023
27.17%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.13% 3.94% 6.02% 2.18%
2023 8.25% 8.37% -2.86% 11.60%

Rank in Category (By Total Return)

YTD 54
1-Month 64
3-Month 54
1-Year 32
3-Year --
5-Year --

Load Adjusted Returns

1-Year -5.52%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Swisscanto Fondsleitung AG
Net Assets --
YTD Return -5.22%
Yield --
Morningstar Rating --
Inception Date Oct 31, 2022

Fund Summary

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