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

Swiss - Swiss Delayed price. Currency in CHF
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185.55+1.65 (+0.90%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up7
Number of years down4
Best 1-yr total return (Invalid Date)21.89%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return21.89%
Worst 3-yr total return-2.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XRK9.SWCategory
YTD17.01%0.00%
1-month6.92%0.00%
3-month17.01%0.00%
1-year26.97%0.00%
3-year5.10%0.00%
5-year5.20%0.00%
10-year5.89%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XRK9.SWCategory
2024
N/AN/A
2023
6.81%N/A
2022
-12.42%N/A
2021
19.55%N/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%N/A
2014
14.99%N/A
2013
11.41%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202417.01%N/AN/AN/A
2023-1.58%0.76%3.07%4.49%
20220.03%-15.27%-4.52%8.22%
202112.72%2.69%-0.34%3.63%
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)

YTD48
1-month62
3-month48
1-year46
3-year55
5-year71

Load adjusted returns

1-year23.16%
3-year4.04%
5-year4.56%
10-year5.56%