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Performance review - CALIBRA 50
Visualise the AI solution's performance and compare it with the target allocation and reference indices (31.12.2013 – 31.08.2026)
AI solution (annualised)
5.51%
2013-2026
Net (trading costs + TER)
4.93%
2013-2026
TER
55 bps
Annual
Competing allocations
769
Monthly rebalancing
Best allocation
6.27%
2013-2026
Target allocation
4.17%
2013-2026
Growth of CHF 100 invested at the end of 2013
AI solutionTarget allocationPictet LPP 40
CHF 197CHF 148CHF 99CHF 49CHF 100
20132015201720192021202320252026
AI solution
CHF 197
+97%
Target allocation
CHF 168
+68%
Pictet LPP 40
CHF 167
+67%
AI solution gain vs target allocation: +CHF 29 per CHF 100 invested
Illustrative growth at the constant annualised rates observed over the period 31.12.2013 – 31.08.2026 (before trading costs and TER).
Performance by asset class (2013-2026)
| Asset class | Total return | Best year | Worst year |
|---|---|---|---|
| Gold Miners | +412.49% | 2025 (+132.91%) | 2015 (-25.94%) |
| International equities | +240.75% | 2024 (+27.07%) | 2022 (-16.7%) |
| Swiss equities | +156.59% | 2019 (+30.59%) | 2022 (-16.48%) |
| Swiss real estate | +112.57% | 2019 (+20.67%) | 2022 (-15.17%) |
| CHF bonds | +11.65% | 2023 (+7.36%) | 2022 (-12.1%) |
| Corporate bonds (hedged) | +5.67% | 2019 (+8.75%) | 2022 (-16.72%) |
| Cash | -3.97% | 2023 (+1.34%) | 2016 (-0.91%) |
| Foreign govt bonds (hedged) | -6.66% | 2014 (+8.08%) | 2022 (-15.22%) |
The annualised return of the various asset classes ranges from −0.3% to 13.7%. The differences between good and bad years are extremely substantial.
About CALIBRA 50
CALIBRA 50 is a FUNDO multi-asset product in collaboration with the AWI investment foundation. The AI dynamically optimises the variable portion (40%) across 769 possible allocations, implemented through passive funds. TER of 55 bps, CHF 1'000 denomination, daily liquidity, end-of-month rebalancing.