Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWSDF (Swiss Life Holding AG) | -9.42% | 13.69% | 32.67% | 23.86% | 23.58% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWSDF (Swiss Life Holding AG) | 06/19/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.45 | 13.69 | 32.67 | 23.86 | 23.58 | NA | NA | … | … | -9.42 | 81.49 | 22.19 | 38.75 | -12.68 | 33.70 | 2.29 | 36.15 | 14.05 | 29.21 | 29.24 | 94.27 | 0.00 | 0.00 | 46.05 |
| Sharpe Ratio | NA | 0.50 | 1.09 | 0.73 | 0.78 | NA | NA | … | … | -1.47 | 2.62 | 0.74 | 1.69 | -0.36 | 1.65 | 0.04 | 2.10 | 0.86 | 1.40 | 1.31 | 1.30 | 0.00 | 0.00 | 3.44 |
| Standard Deviation(%) | NA | 16.66 | 25.03 | 28.01 | 27.71 | NA | NA | … | … | 19.40 | 30.20 | 24.99 | 21.02 | 39.53 | 20.39 | 46.51 | 16.51 | 14.79 | 20.53 | 22.13 | 72.38 | NA | NA | 30.46 |
| Draw Down(%) | NA | 13.48 | 13.48 | 35.28 | 50.94 | NA | NA | … | … | 13.48 | 11.03 | 12.29 | 10.20 | 35.28 | 7.83 | 50.94 | 7.07 | 7.38 | 0.61 | 0.00 | 7.80 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 4.77 | 11.95 | 10.47 | 15.52 | 29.81 | 22.35 | … | … | 3.80 | 11.17 | 11.80 | 5.84 | 4.95 | 0.00 | 8.15 | 4.20 | 3.87 | 3.93 | 3.76 | 5.44 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| SWSDF (Swiss Life Holding AG) |
4.41%
Jun 2019 – Jun 2022 |
11.72%
Oct 2017 – Oct 2022 |
18.97%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWSDF (Swiss Life Holding AG) |
52.25%
Jan 2015 – Jan 2018 |
38.21%
Jan 2015 – Jan 2020 |
27.91%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart