BILANZ 2026: top return over 36 months, dynamic class

In the 2026 BILANZ wealth manager rating, Everon won the top return category over 36 months in the dynamic risk class. The Multi Factor Global Tech Dynamisch strategy returned 115.98 percent from January 2023 to December 2025. BILANZ rounded the three-year return to 116 percent in its report of 2 March 2026.

The most important facts at a glance

• Everon won the top return category over 36 months in the dynamic risk class (BILANZ / firstfive, rating 2026).
• Return of 115.98 percent over 36 months to December 2025, with a standard deviation of 17.31 percent (firstfive ranking of December 2025).
• In the same class and period the strategy also ranked first by Sharpe ratio, at 1.62.
• Since 2020, Everon has been recognised in the BILANZ rating in seven consecutive years.

What defines the top return category?

The top return category in the BILANZ wealth manager rating recognises the strategies with the highest return within a risk class and a period. The evaluation covers real client portfolios that participating wealth managers submit to firstfive. Unlike the “Wealth Manager of the Year” title, what counts here is the return of a single strategy, not the Sharpe ratio across several classes.

How did the strategy do over 36 months?

In the firstfive ranking of December 2025, Everon’s dynamic strategy ranks first over 36 months, by return (115.98 percent) and by Sharpe ratio (1.62). Risk, measured as standard deviation, was 17.31 percent. The award was for return. First place by Sharpe ratio is an additional position in the same ranking.

Over 24 months the same strategy ranked first by return (57.72 percent, standard deviation 17.16 percent) and second by Sharpe ratio. This too is a position in the ranking.

How should a three-year return be read?

A return in the dynamic class depends heavily on how equity markets performed in the evaluated period. It can be compared only with strategies of the same risk class, not with a conservative strategy. The guide to wealth manager ratings explains how period and risk class change what a rating says.

Everon has been recognised in every year of the BILANZ rating since 2020, in 2025 with the title “Wealth Manager of the Year” over twelve months. All years, with category and evidence, are listed on the awards page.

Frequently asked questions about the 2026 BILANZ rating

How does the top return category differ from the title “Wealth Manager of the Year”?

The title “Wealth Manager of the Year” scores the Sharpe ratio, that is return relative to risk, across three of four risk classes. The top return category scores return within a single risk class and period. Everon’s 2026 award is for return in the dynamic class over 36 months.

What does a 36-month period show?

Three years smooth out individual swings more than twelve months do, but they do not show the risk taken. Over this period the strategy had a standard deviation of 17.31 percent. Strategies in the dynamic risk class carry a high equity weighting and can lose considerably in a different market environment.

Where are all of Everon’s awards documented?

The awards page lists all seven years since 2020 with category, period and a link to the relevant firstfive ranking. Every entry is based on the seal firstfive issues for the award in question.

(Sources: BILANZ / firstfive, wealth manager rating 2026; firstfive, Swiss rankings December 2025; BILANZ, “Top-Vermögensverwalter verraten ihre Investment-Favoriten”, 2 March 2026)