| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.37% | 10.01% | 19.71% | 24.85% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 13.77% | 12.64% | 15.37% |
| Negative volatility | 8.43% | 8.24% | 10.35% |
| Sharpe | 0.53 | 0.31 | 0.27 |
| Sortino | 0.87 | 0.48 | 0.40 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| SISF Swiss Small & Mid Cap C Cap. CHF | 27.58% | -21.43% | 10.53% | -0.56% | 12.81% | 5.37% | |
| Equity Switzerland - Mid & Small Cap | 27.98% | -19.43% | 19.56% | 3.15% | 18.09% | 6.51% | |