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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 1122 | 1152 | 1172 | 1360 | 1999 |
Fund Return | 10.57% | 12.18% | 15.2% | 5.44% | 6.34% | 7.17% |
Place in category | 1670 | 1993 | 2120 | 1923 | 1736 | 866 |
% in Category | 23 | 27 | 34 | 39 | 48 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swiss Rock Aktien Schweiz Index Plu | 134.28M | 1.30 | 3.77 | 6.28 | ||
Swiss Rock Aktien Schweiz Index PlB | 134.28M | 1.25 | 3.51 | 6.01 | ||
Swiss Rock Aktien Schweiz Index PlA | 134.28M | 1.22 | 3.32 | 5.78 | ||
Swiss Rock CH Institutional Funds B | 41.97M | 16.37 | 5.22 | 7.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0429081620 | 8.36B | 6.72 | 8.43 | - | ||
Swisscanto CH IPF I Index Equity Fu | 6.04B | 10.60 | 8.37 | 9.76 | ||
CH0337393745 | 6.27B | 7.41 | 8.69 | - | ||
UBS CH Institutional Fund 2 EquiPAX | 4.49B | 16.91 | 7.54 | 10.23 | ||
Swisscanto CH IPF III Index EquAST | 3.69B | 10.63 | 7.97 | 9.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 1.60 | 169.30 | -0.35% | |
Microsoft | US5949181045 | 1.16 | 406.32 | +1.82% | |
J&J | US4781601046 | 1.14 | 146.13 | -0.47% | |
Wells Fargo&Co | US9497461015 | 0.93 | 59.90 | -0.05% | |
Visa A | US92826C8394 | 0.91 | 274.58 | -0.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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