Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLHEF (Bâloise Holding AG) | NA | 33.78% | 28.67% | 19.94% | 12.93% | NA | NA | … | … |
Data as of 12/09/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLHEF (Bâloise Holding AG) | 06/19/2012 | 12/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 33.78 | 28.67 | 19.94 | 12.93 | NA | NA | … | … | 33.78 | 52.85 | 4.17 | 1.91 | -8.12 | 1.96 | 24.01 | -1.34 | 35.63 | -0.07 | -1.85 | 23.38 | 71.77 | 0.00 |
| Sharpe Ratio | NA | 2.40 | 1.36 | 0.83 | 0.55 | NA | NA | … | … | 2.53 | 2.13 | 0.03 | 0.02 | -0.55 | 0.04 | 1.48 | -0.44 | 1.66 | -0.05 | -0.12 | 1.81 | 2.17 | 0.00 |
| Standard Deviation(%) | NA | 12.83 | 18.55 | 21.14 | 20.68 | NA | NA | … | … | 13.23 | 23.14 | 18.13 | 22.50 | 14.84 | 41.94 | 15.20 | 6.20 | 21.20 | 6.19 | 15.67 | 12.88 | 33.09 | NA |
| Draw Down(%) | NA | 0.00 | 10.60 | 18.37 | 34.87 | NA | NA | … | … | 0.00 | 6.37 | 10.60 | 18.37 | 13.43 | 33.75 | 3.01 | 4.86 | 0.00 | 4.68 | 12.35 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 9.59 | 10.08 | 8.60 | 7.05 | 9.94 | 7.46 | … | … | 9.59 | 12.32 | 4.99 | 5.57 | 3.70 | 3.68 | 4.02 | 3.57 | 4.33 | 3.99 | 3.78 | 4.24 | 6.55 | 0.00 |
Data as of 12/09/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLHEF (Bâloise Holding AG) |
-2.92%
Sep 2019 – Sep 2022 |
1.98%
Sep 2017 – Sep 2022 |
6.80%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLHEF (Bâloise Holding AG) |
31.15%
Sep 2022 – Sep 2025 |
23.04%
Jul 2012 – Jul 2017 |
13.77%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart