Historical performance
in CHF

Historical performance rolling in % (at 28.01.2026)

Performance Period YTD BM*
YTD-Performance 31.12.2025 - 28.01.2026 2.96
1 month 31.12.2025 - 28.01.2026 2.96
3 months 29.10.2025 - 28.01.2026 2.18
6 months 30.07.2025 - 28.01.2026 6.27
1 Year 29.01.2025 - 28.01.2026 10.75
3 years p.a. 25.01.2023 - 28.01.2026 4.60
3 years cumulative 25.01.2023 - 28.01.2026 14.51
5 years p.a. 27.01.2021 - 28.01.2026 0.31
5 years cumulative 27.01.2021 - 28.01.2026 1.54
Since inception p.a. 10.12.2008 - 28.01.2026 4.18
Since inception cumulative 10.12.2008 - 28.01.2026 101.73
in CHF

Historical performance per calendar year in % (at 04.02.2026)

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD BM*
2026 2.96 -0.87 2.07
2025 1.54 1.52 -0.28 -1.55 2.50 0.35 1.67 0.96 1.95 1.03 -1.10 0.35 9.22
2024 -1.11 0.81 1.97 -1.36 0.47 -0.18 -0.12 0.11 1.27 0.66 -0.20 -0.45 1.83
2023 3.59 -0.81 -0.92 -0.18 -0.10 1.83 0.20 -1.00 -1.68 -2.22 2.41 2.59 3.59
2022 -3.12 -1.55 -1.42 -3.29 -2.96 -2.26 1.40 -0.06 -3.77 0.19 2.68 -0.91 -14.28
2021 2.17 2.75 -2.20 1.86 -1.94 1.47 -1.52 0.75 -0.60 0.99 -0.46 -1.10 2.03
2020 1.77 -1.34 -10.07 6.19 2.73 3.73 3.19 2.20 -1.20 -0.03 5.06 3.66 15.93
2019 3.16 2.68 -0.31 2.13 -2.64 1.43 1.53 -2.07 0.92 0.15 2.20 0.41 9.82
2018 1.45 -0.91 -1.06 0.60 0.38 -1.24 0.71 0.22 -0.38 -3.54 -0.28 -2.61 -6.56
2017 0.97 1.47 -0.75 0.94 0.68 -0.22 1.06 -0.62 0.62 1.39 -0.02 -0.23 5.39
2016 -3.57 -0.77 3.67 1.05 0.18 -0.37 2.26 1.13 0.45 0.03 -0.33 0.36 4.01
2015 0.10 2.30 0.21 2.68 0.62 -1.64 -2.27 -2.97 -0.40 3.53 0.64 -0.92 1.67
2014 -0.81 0.84 -0.55 0.69 1.89 1.42 0.44 0.47 -0.68 -0.98 1.84 -0.79 3.79
2013 1.99 0.30 2.22 1.12 2.49 -3.83 2.67 -1.00 2.85 2.07 0.21 0.95 12.51
2012 3.83 2.69 0.45 -1.25 -2.22 1.37 1.66 1.79 0.41 -0.48 0.63 2.16 11.45
2011 2.26 -0.15 0.11 0.26 -2.38 -2.33 -0.31 -5.09 -3.86 1.90 -1.26 0.08 -10.49
2010 1.56 0.94 2.75 1.21 -3.91 -1.25 3.37 -1.28 1.71 3.52 -0.04 -1.53 6.96
2009 1.76 -4.26 3.98 3.82 3.13 0.01 4.83 1.90 2.81 -0.31 0.91 1.46 21.59
2008 -3.17 -3.17