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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1180 | 1180 | 1277 | 1277 | 1758 | 3163 |
Fund Return | 18% | 18% | 27.66% | 8.48% | 11.95% | 12.2% |
Place in category | 1130 | 1130 | 896 | 694 | 486 | 195 |
% in Category | 48 | 48 | 44 | 42 | 38 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.7B | 2.77 | 1.71 | 3.31 | ||
Julius Baer Institutional BVG LPPA2 | 3.7B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.7B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.7B | 2.82 | 1.99 | 3.59 | ||
Aktien USA Passiv CHF A1 | 1.87B | 18.13 | 9.03 | 12.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.02B | 18.17 | 9.14 | 13.09 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.17B | 18.12 | 8.92 | 12.85 | ||
UBS CH Institutional Fund 2 EquUSAX | 2.17B | 11.99 | 9.95 | 12.62 | ||
Credit Suisse Institutional FundUSI | 1.9B | 10.38 | 10.60 | 12.69 | ||
Credit Suisse Institutional FundDA | 1.9B | 7.01 | 10.88 | 12.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.49 | 406.32 | +1.82% | |
Apple | US0378331005 | 5.90 | 169.30 | -0.35% | |
NVIDIA | US67066G1040 | 4.34 | 877.35 | +6.18% | |
Amazon.com | US0231351067 | 3.65 | 179.62 | +3.43% | |
Meta Platforms | US30303M1027 | 2.42 | 443.29 | +0.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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