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DSC Equity Fund - Energy (0P0000XRK8.SW)

Swiss - Swiss Delayed price. Currency in CHF
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133.56+0.48 (+0.36%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up6
Number of years down5
Best 1-yr total return (Invalid Date)37.20%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return37.20%
Worst 3-yr total return-13.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XRK8.SWCategory
YTD14.35%0.00%
1-month11.08%0.00%
3-month14.35%0.00%
1-year12.72%0.00%
3-year17.23%0.00%
5-year4.97%0.00%
10-year2.02%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XRK8.SWCategory
2024
N/AN/A
2023
-6.04%N/A
2022
37.20%N/A
2021
33.63%N/A
2020
-33.35%N/A
2019
12.14%N/A
2018
-13.56%N/A
2017
7.49%N/A
2016
20.56%N/A
2015
-22.77%N/A
2014
-3.38%N/A
2013
7.18%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.35%N/AN/AN/A
2023-4.68%-2.42%15.39%-12.46%
202228.99%-2.94%-1.72%11.51%
202122.28%2.98%5.11%0.97%
2020-42.14%13.90%-11.96%14.88%
201915.56%-4.86%-0.44%2.45%
2018-9.41%16.64%1.29%-19.23%
2017-6.06%-4.28%8.69%10.00%
20162.18%5.73%0.96%10.53%
2015-6.68%-5.02%-15.88%3.57%
20140.72%9.29%-4.17%-8.41%
20134.49%-4.13%4.82%2.07%

Rank in category (by total return)

YTD49
1-month37
3-month49
1-year67
3-year60
5-year52

Load adjusted returns

1-year9.34%
3-year16.04%
5-year4.33%
10-year1.71%