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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 1123 | 1182 | 1258 | 1556 | 2461 |
Fund Return | 10.63% | 12.33% | 18.18% | 7.95% | 9.25% | 9.42% |
Place in category | 1552 | 1741 | 895 | 504 | 322 | 103 |
% in Category | 21 | 24 | 15 | 11 | 10 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.79B | 2.77 | 1.71 | 3.31 | ||
Julius Baer Institutional BVG LPPA2 | 3.79B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.79B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.79B | 2.82 | 1.99 | 3.59 | ||
Aktien USA Passiv CHF A1 | 1.95B | 15.30 | 7.39 | 12.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0429081620 | 8.72B | 6.72 | 8.43 | - | ||
Swisscanto CH IPF I Index Equity Fu | 6.41B | 10.60 | 8.37 | 9.76 | ||
CH0337393745 | 6.53B | 7.41 | 8.69 | - | ||
UBS CH Institutional Fund 2 EquiPAX | 4.23B | 14.71 | 6.35 | 9.94 | ||
Swisscanto CH IPF III Index EquAST | 3.88B | 10.63 | 7.97 | 9.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.83 | 192.44 | +0.73% | |
Microsoft | US5949181045 | 4.69 | 430.44 | +1.20% | |
NVIDIA | US67066G1040 | 2.56 | 948.86 | +0.11% | |
Amazon.com | US0231351067 | 2.43 | 182.21 | -0.73% | |
Meta Platforms | US30303M1027 | 1.45 | 463.70 | -1.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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