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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1218 | 994 | 1254 | 1234 | 1761 | 3016 |
Fund Return | 21.79% | -0.63% | 25.4% | 7.26% | 11.99% | 11.67% |
Place in category | 587 | 697 | 438 | 392 | 204 | 54 |
% in Category | 27 | 35 | 22 | 24 | 14 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPb1 | 3.86B | 6.52 | 0.92 | 3.34 | ||
Julius Baer Institutional BVG LPPB2 | 3.86B | 6.67 | 1.10 | 3.52 | ||
Julius Baer Institutional BVG LPP F | 3.86B | 6.44 | 0.82 | 3.24 | ||
Aktien USA Passiv CHF E3 | 2.06B | 21.10 | 6.40 | 10.74 | ||
Aktien USA Passiv CHF D3 | 2.06B | 21.37 | 6.72 | 11.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.43B | 21.91 | 7.35 | 11.88 | ||
UBS CH Institutional Fund 2 EquUSAX | 2.41B | 22.68 | 8.07 | 12.92 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.41B | 21.73 | 7.14 | 11.65 | ||
Credit Suisse Institutional FundUSI | 2.13B | 21.51 | 10.87 | 13.11 | ||
Credit Suisse Institutional FundDA | 2.13B | 16.24 | 8.60 | 12.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.71 | 225.68 | -1.92% | |
Microsoft | US5949181045 | 5.92 | 406.35 | -6.03% | |
NVIDIA | US67066G1040 | 5.90 | 132.76 | -4.72% | |
Amazon.com | US0231351067 | 3.36 | 186.40 | -3.28% | |
Meta Platforms | US30303M1027 | 2.30 | 567.58 | -4.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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