Singapore markets open in 6 hours 12 minutes

Synchrony (CH) Balanced (CHF) (0P00000C7D.SW)

Swiss - Swiss Delayed price. Currency in CHF
Add to watchlist
143.13+0.56 (+0.39%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up24
Number of years down9
Best 1-yr total return (Invalid Date)13.38%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return13.38%
Worst 3-yr total return-2.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000C7D.SWCategory
YTD5.09%0.00%
1-month-0.59%0.00%
3-month4.74%0.00%
1-year6.95%0.00%
3-year-1.26%0.00%
5-year0.60%0.00%
10-year1.34%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000C7D.SWCategory
2024
N/AN/A
2023
4.51%N/A
2022
-14.38%N/A
2021
7.54%N/A
2020
1.48%N/A
2019
8.89%N/A
2018
-6.68%N/A
2017
7.86%N/A
2016
1.29%N/A
2015
-2.96%N/A
2014
3.67%N/A
2013
8.84%N/A
2012
7.23%N/A
2011
-6.30%N/A
2010
0.37%N/A
2009
13.38%N/A
2008
-21.71%N/A
2007
3.93%N/A
2006
4.55%N/A
2005
11.84%N/A
2004
3.28%N/A
2003
9.30%N/A
2002
-6.96%N/A
2001
-10.26%N/A
2000
-3.32%N/A
1999
13.01%N/A
1998
8.41%N/A
1997
6.24%N/A
1996
13.21%N/A
1995
5.35%N/A
1994
-7.70%N/A
1993
14.09%N/A
1992
10.37%N/A
1991
5.20%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.71%N/AN/AN/A
20233.18%1.31%-1.81%1.82%
2022-6.14%-7.37%-4.13%2.73%
20214.74%2.19%-0.79%1.28%
2020-10.19%6.57%1.89%4.07%
20195.67%0.63%0.21%2.19%
2018-1.74%1.09%0.15%-6.19%
20172.19%0.07%2.91%2.50%
2016-2.77%0.16%2.09%1.87%
2015-0.77%-1.46%-3.03%2.34%
20140.56%1.15%0.17%1.75%
20134.15%-0.46%2.29%2.62%
20124.47%-1.15%3.03%0.78%
20111.07%-3.60%-7.18%3.61%
20101.83%-4.41%2.11%0.98%
2009-2.25%8.34%6.03%0.98%
2008-8.57%0.25%-5.77%-9.35%
20071.86%2.48%0.33%-0.75%
20062.66%-4.39%3.58%2.83%
20052.13%3.51%4.15%1.58%
20041.78%-1.40%1.02%1.88%
2003-2.14%6.58%1.31%3.43%
20020.43%-3.80%-4.94%1.30%
2001-6.34%0.78%-7.92%3.25%
2000-0.48%0.67%-0.72%-2.79%
19992.55%3.42%-1.39%8.05%
19989.33%1.15%-7.24%5.69%
19973.64%4.43%1.69%-3.47%
19963.50%4.67%-1.23%5.80%
1995-3.36%4.11%1.86%2.79%
1994-2.73%-3.83%-0.43%-0.89%
19934.74%-0.00%-0.22%9.16%
19925.85%0.84%-0.67%4.10%
19913.46%2.36%1.20%-1.83%

Rank in category (by total return)

YTD16
1-month8
3-month9
1-year20
3-year58
5-year75

Load adjusted returns

1-year4.28%
3-year-2.09%
5-year0.09%
10-year1.09%