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.

-19.0%

Net Return YTD

11.0%

Net Return Last 3 Years

Investment Performance

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

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

Your Portfolio Assets

-19%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Zurich Insurance Group Ltd+6.6%5.5%
Swisscom AG-2.6%1.2%
Novartis AG-3.5%17.3%
Holcim Ltd-7.7%2.2%
UBS Group AG-8.4%4.5%

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