Published on 18 Jun 2023 on Simply Wall St. via Yahoo Finance
Investors in Julius Bär Gruppe (VTX:BAER) have seen notable returns of 63% over the past three years
By buying an index fund, you can roughly match the market return with ease. But if you pick the right individual stocks, you could make more than that. For example, the Julius Bär Gruppe AG (VTX:BAER) share price is up 41% in the last three years, clearly besting the market return of around 9.2% (not including dividends). On the other hand, the returns haven't been quite so good recently, with shareholders up just 32% , including dividends .
Let's take a look at the underlying fundamentals over the longer term, and see if they've been consistent with shareholders returns.
View our latest analysis for Julius Bär Gruppe