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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 1073 | 1231 | 1350 | 1565 | 1842 |
Fund Return | 10.55% | 7.34% | 23.06% | 10.52% | 9.38% | 6.3% |
Place in category | 42 | 23 | 49 | 36 | 41 | 40 |
% in Category | 32 | 17 | 38 | 31 | 38 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Rakuten Whole US Equity Index Fund | 1,500.72B | 17.71 | 19.86 | - | ||
Rakuten Whole World Equity Index | 480.73B | 16.39 | 16.93 | - | ||
JP90C000Q2U6 | 171.03B | 18.77 | - | - | ||
JP90C000Q2W2 | 129.34B | 17.17 | - | - | ||
Rakuten Japan Equity 4.3 Bull | 78.08B | 71.72 | 26.72 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Saison Vanguard Global Balance Fund | 475.36B | 10.71 | 11.37 | 8.01 | ||
SMTAM World Economy Index Fund | 305.68B | 11.00 | 10.29 | 7.22 | ||
MUKAM MUFJ Prime Balance Growth DC | 278.38B | 12.66 | 12.53 | 9.44 | ||
Slim Balance 8 Asset Equability | 274.91B | 7.95 | 8.21 | - | ||
Nomura Nomu Wrap Fund Aggressive | 240.77B | 11.73 | 12.98 | 9.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Global Govt Bond UCITS ETF USD | - | 36.05 | - | - | |
iShares MSCI EAFE ETF | - | 20.50 | - | - | |
iShares Core S&P 500 ETF | - | 18.01 | - | - | |
iShares J.P. Morgan $ Emerging Markets Bond UCITS | IE00B2NPKV68 | 7.25 | 86.75 | -0.12% | |
iShares MSCI Emerging Markets ETF | - | 6.98 | - | - |
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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