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DSC Equity Fund - Finance A (0P0000XRK9.SW)

Swiss - Swiss Delayed price. Currency in CHF
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158.12-0.85 (-0.53%)
At close: 09:00PM CET

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up5
Number of years down3
Best 1-yr total return (Invalid Date)21.89%
Worst 1-yr total return (Invalid Date)-12.10%
Best 3-yr total return21.89%
Worst 3-yr total return-1.58%

Trailing returns (%) vs. Benchmarks

Return0P0000XRK9.SWCategory
YTD15.75%5.94%
1-month0.01%1.46%
3-month2.69%5.94%
1-year29.94%18.86%
3-year4.28%1.62%
5-year8.20%7.31%
10-year0.00%-1.50%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XRK9.SWCategory
2021
N/AN/A
2020
-11.02%N/A
2019
21.89%N/A
2018
-12.10%N/A
2017
14.35%N/A
2016
11.20%N/A
2015
-3.67%-5.62%
2014
14.99%1.79%
2013
11.41%23.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202112.72%N/AN/AN/A
2020-27.89%9.92%-1.13%13.54%
201910.14%3.40%2.78%4.14%
2018-2.58%-0.10%3.12%-12.41%
20174.07%2.11%3.76%3.71%
2016-6.01%0.65%5.53%11.38%
2015-2.35%-1.40%-7.05%7.63%
2014-0.83%4.73%5.38%5.08%
20136.84%-1.46%2.73%3.01%

Rank in category (by total return)

YTD79
1-month30
3-month70
1-year83
3-year54
5-year65

Load adjusted returns

1-year26.04%
3-year3.22%
5-year7.55%
10-yearN/A