Financial Returns

Financials data per
Financials data per

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Financials data per

This portfolio has a negative performance

Financial Returns and other Investment Results

This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.

-20.9%

Net Return YTD

7.3%

Net Return Last 3 Years

Investment Performance

The chart below shows your time-weighted return before withholding tax and after fees.

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25%-20%-15%-10%-5%0%+5%

Your Portfolio Assets

-20.9%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
u-blox Holding AG+73.9%0.0%
Valora Holding AG+68.5%0.0%
Meier Tobler Group AG+67.8%0.0%
Implenia AG+45.5%0.0%
Banque Cantonale Vaudoise+38.1%0.1%

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