| Analysis at 12/13/2024 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.91% | 3.79% | 15.03% | 23.88% |
| Analysis at 12/13/2024 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 6.05% | 6.06% | 5.76% |
| Negative volatility | 4.74% | 4.23% | 4.02% |
| Sharpe | 0.20 | 0.48 | 0.58 |
| Sortino | 0.25 | 0.69 | 0.83 |
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | ||
| HI UK Select R Cap CHF | 6.47% | 2.29% | 5.30% | 5.46% | 5.61% | 2.91% | |
| Equity UK - Large & Mid Cap | 27.53% | 1.41% | 10.25% | 14.73% | 19.13% | 7.47% | |