Returns

You like to keep track of things? Here is a return overview starting with the launch of the investment funds.

Clear and concise return overview

You can compare the different investment funds and terms since launch or choose your individual return overview. With the buttons you can add or remove strategies.

Net asset value, 2020 (in CHF)

Strategy

Jan

Feb

Mar

Apr

May

June

July

Aug

Sept

Oct

Nov

Dec

Equities

178.88

165.63

145.18

*158.59

165.41

169.44

173.98

181.23

178.43

174.26

193.30

199.98

Aggressive

163.38

153.93

137.21

*147.44

152.66

155.79

159.47

164.43

162.56

159.54

173.60

178.47

Growth

149.84

143.57

130.05

*137.62

141.52

143.91

146.91

149.98

148.86

146.78

156.81

160.23

Balanced

132.20

128.86

118.55

*123.42

126.02

127.68

129.95

131.33

130.87

129.66

135.91

138.01

Defensive

114.71

113.53

106.01

*108.63

110.13

111.17

112.82

112.85

112.91

112.39

115.56

116.63

Bonds

97.05

97.56

92.40

*93.13

93.72

94.25

95.37

94.42

94.84

94.86

95.63

95.92

Stable

88.31

88.26

88.13

*87.75

87.72

87.68

87.64

87.58

87.52

87.46

87.40

87.32

*after dividend payout

Monthly return, 2020 (in %)

Strategie

Jan

Feb

Mar

Apr

May

June

July

Aug

Sept

Oct

Nov

Dec

Equities

-1.37

-7.41

-12.35

9.71

4.30

2.44

2.68

4.17

-1.54

-2.34

10.93

3.46

Aggressive

-0.75

-5.78

-10.86

8.20

3.54

2.05

2.36

3.11

-1.14

-1.86

8.81

2.81

Growth

-0.13

-4.18

-9.42

6.79

2.83

1.69

2.08

2.09

-0.75

-1.40

6.83

2.18

Balanced

0.49

-2.60

-8.00

5.31

2.11

1.32

1.78

1.06

-0.35

-0.92

4.82

1.55

Defensive

1.10

-1.03

-6.62

3.90

1.38

0.94

1.48

0.03

0.05

-0.46

2.82

0.93

Bonds

1.72

0.53

-5.29

2.41

0.63

0.57

1.19

-1.00

0.44

0.02

0.81

0.30

Stable

-0.06

-0.06

-0.15

-0.01

-0.03

-0.05

-0.05

-0.07

-0.07

-0.07

-0.07

-0.09

Accumulated return, 2020 (in %)

Strategie

Jan

Feb

Mar

Apr

May

June

July

Aug

Sept

Oct

Nov

Dec

Equities

-1.37

-8.68

-19.95

-12.19

-8.41

-6.18

-3.66

0.35

-1.20

-3.51

7.03

10.73

Aggressive

-0.75

-6.49

-16.65

-9.82

-6.62

-4.71

-2.46

0.58

-0.57

-2.42

6.18

9.16

Growth

-0.13

-4.31

-13.32

-7.44

-4.81

-3.21

-1.19

0.88

0.12

-1.28

5.47

7.77

Balanced

0.49

-2.13

-9.96

-5.18

-3.18

-1.91

-0.16

0.90

0.54

-0.39

4.42

6.03

Defensive

1.10

0.06

-6.57

-2.93

-1.59

-0.66

0.82

0.84

0.90

0.43

3.27

4.22

Bonds

1.72

2.25

-3.15

-0.82

-0.19

0.38

1.57

0.56

1.00

1.02

1.84

2.15

Stable

-0.06

-0.11

-0.26

-0.27

-0.31

-0.35

-0.40

-0.46

-0.53

-0.60

-0.67

-0.76