ZWEI Wealth Blog

Performance comparison: What is a good performance?

Written by ZWEI Wealth | May 29, 2024 5:05:47 PM

The banks and asset managers do not exactly shine with transparency. Below you will find the latest comparisons for portfolio returns from over 500 banks and asset managers and thousands of comparative portfolios.

 

Returns from 01.01. - 31.08.2024

Swiss Franc Portfolios
 

Euro portfolios

US dollar portfolios

British pound portfolios

Swiss pension fund portfolios

Comparison of the top managers against the market average

(Example Swiss franc - balanced risk profile)