Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWZCF (Swisscom AG) | 19.64% | 21.29% | 12.80% | 9.79% | 9.87% | 8.54% | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWZCF (Swisscom AG) | 10/18/2010 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.89 | 21.29 | 12.80 | 9.79 | 9.87 | 8.54 | NA | … | … | 19.64 | 26.42 | -2.87 | 13.73 | 0.86 | 8.31 | 6.56 | 15.93 | -3.94 | 23.98 | -7.68 | -1.10 | 3.63 | 29.09 | 22.40 | -12.47 | 5.06 |
| Sharpe Ratio | NA | 0.82 | 0.42 | 0.39 | 0.43 | NA | NA | … | … | 1.87 | 1.10 | -0.36 | 0.59 | -0.03 | 0.38 | 0.25 | 1.16 | -0.39 | 1.83 | -0.42 | -0.05 | 0.17 | 1.78 | 1.08 | -0.69 | 5.33 |
| Standard Deviation(%) | NA | 22.74 | 20.31 | 20.79 | 19.09 | NA | NA | … | … | 26.40 | 21.47 | 18.15 | 17.21 | 22.52 | 22.00 | 24.71 | 12.49 | 13.80 | 12.79 | 18.91 | 23.83 | 21.40 | 16.32 | 20.79 | 18.14 | 5.05 |
| Draw Down(%) | NA | 10.41 | 15.91 | 25.82 | 25.82 | NA | NA | … | … | 10.41 | 9.91 | 15.30 | 17.78 | 25.82 | 12.37 | 15.52 | 5.52 | 17.96 | 5.96 | 21.23 | 17.89 | 13.41 | 8.37 | 12.07 | 25.74 | 0.00 |
| Yield(%) | 0.00 | 4.88 | 3.18 | 3.57 | 4.71 | 5.08 | 4.15 | … | … | 4.67 | 0.00 | 4.08 | 4.35 | 4.23 | 4.30 | 4.28 | 4.60 | 4.36 | 4.95 | 4.59 | 4.27 | 4.81 | 5.09 | 5.90 | 2.74 | 0.00 |
Data as of 06/08/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWZCF (Swisscom AG) |
-5.41%
Mar 2014 – Mar 2017 |
-0.33%
Apr 2014 – Apr 2019 |
3.45%
May 2014 – May 2024 |
7.45%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWZCF (Swisscom AG) |
23.05%
Apr 2012 – Apr 2015 |
16.34%
Feb 2021 – Feb 2026 |
11.11%
Feb 2016 – Feb 2026 |
9.50%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart