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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 1123 | 1178 | 1247 | 1534 | 2387 |
Fund Return | 10.58% | 12.25% | 17.85% | 7.64% | 8.93% | 9.09% |
Place in category | 1667 | 1887 | 1019 | 723 | 514 | 203 |
% in Category | 23 | 26 | 17 | 15 | 16 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPb1 | 3.71B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.71B | 2.82 | 1.99 | 3.59 | ||
Julius Baer Institutional BVG LPP F | 3.71B | 2.77 | 1.71 | 3.31 | ||
Julius Baer Institutional BVG LPPA2 | 3.71B | 0.94 | 1.26 | 3.17 | ||
Aktien USA Passiv CHF E3 | 1.89B | 17.91 | 8.16 | 11.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0429081620 | 8.44B | 6.72 | 8.43 | - | ||
Swisscanto CH IPF I Index Equity Fu | 6.11B | 10.60 | 8.37 | 9.76 | ||
CH0337393745 | 6.35B | 7.41 | 8.69 | - | ||
UBS CH Institutional Fund 2 EquiPAX | 4.55B | 16.91 | 7.54 | 10.23 | ||
Swisscanto CH IPF III Index EquAST | 3.74B | 10.63 | 7.97 | 9.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.83 | 173.18 | +2.29% | |
Microsoft | US5949181045 | 4.69 | 397.84 | +0.73% | |
NVIDIA | US67066G1040 | 2.56 | 858.11 | +3.34% | |
Amazon.com | US0231351067 | 2.43 | 184.72 | +3.20% | |
Meta Platforms | US30303M1027 | 1.45 | 441.84 | +0.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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