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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1200 | 1011 | 1219 | 1234 | 1627 | 2203 |
Fund Return | 20% | 1.05% | 21.89% | 7.26% | 10.23% | 8.22% |
Place in category | 360 | 997 | 358 | 25 | 296 | 477 |
% in Category | 6 | 13 | 6 | 1 | 8 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SWPortfolio Fund Yield R | 604.29M | 5.13 | -1.87 | 1.36 | ||
SWEquity Fund Selection Intl B | 122.15M | 19.77 | 7.51 | 7.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0429081620 | 7.92B | 19.39 | 6.35 | - | ||
Swisscanto CH IPF I Index Equity Fu | 6.87B | 20.04 | 6.58 | 9.99 | ||
CH0337393745 | 6.58B | 19.44 | 6.71 | - | ||
UBS CH Institutional Fund 2 EquiPAX | 4.21B | 18.08 | 4.70 | 9.32 | ||
Swisscanto CH IPF III Index EquAST | 5.03B | 19.75 | 6.23 | 9.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.46 | 227.73 | +0.09% | |
Microsoft | US5949181045 | 4.43 | 428.02 | -0.76% | |
SWC (LU) EF Syst Resp USA NT | LU1900091650 | 4.22 | - | - | |
NVIDIA | US67066G1040 | 3.45 | 121.35 | -2.17% | |
Amazon.com | US0231351067 | 2.75 | 187.97 | -1.67% |
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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