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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 1123 | 1179 | 1248 | 1535 | 2391 |
Fund Return | 10.58% | 12.26% | 17.87% | 7.68% | 8.95% | 9.11% |
Place in category | 1664 | 1879 | 1009 | 691 | 496 | 197 |
% in Category | 23 | 26 | 17 | 14 | 15 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPA2 | 3.71B | 0.94 | 1.26 | 3.17 | ||
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 | ||
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 | 6.1B | 10.60 | 8.37 | 9.76 | ||
CH0337393745 | 6.36B | 7.41 | 8.69 | - | ||
UBS CH Institutional Fund 2 EquiPAX | 4.55B | 16.91 | 7.54 | 10.23 | ||
Swisscanto CH IPF III Index EquAST | 3.72B | 10.63 | 7.97 | 9.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.83 | 174.37 | +0.50% | |
Microsoft | US5949181045 | 4.69 | 399.09 | -0.79% | |
NVIDIA | US67066G1040 | 2.56 | 883.65 | +0.69% | |
Amazon.com | US0231351067 | 2.43 | 180.89 | -0.04% | |
Meta Platforms | US30303M1027 | 1.45 | 435.76 | +0.72% |
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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