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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1253 | 1019 | 1343 | 1190 | 1945 | 3142 |
Fund Return | 25.34% | 1.95% | 34.32% | 5.97% | 14.23% | 12.13% |
Place in category | 284 | 690 | 183 | 610 | 21 | 16 |
% in Category | 11 | 27 | 8 | 35 | 1 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.88B | 7.92 | 0.91 | 3.26 | ||
Julius Baer Institutional BVG LPPb1 | 3.88B | 8.02 | 1.00 | 3.36 | ||
Julius Baer Institutional BVG LPPB2 | 3.88B | 8.21 | 1.19 | 3.54 | ||
Aktien USA Passiv CHF A1 | 2.19B | 34.14 | 8.97 | 12.11 | ||
Aktien USA Passiv CHF D3 | 2.19B | 33.58 | 8.42 | 11.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.03B | 34.35 | 9.07 | 12.32 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.01B | 34.09 | 8.84 | 12.08 | ||
UBS CH Institutional Fund 2 EquUSAX | 1.97B | 24.09 | 6.32 | 11.75 | ||
Aktien USA Passiv CHF A1 | 2.19B | 34.14 | 8.97 | 12.11 | ||
Aktien USA Passiv CHF D3 | 2.19B | 33.58 | 8.42 | 11.47 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.62 | 242.19 | -1.15% | |
NVIDIA | US67066G1040 | 7.37 | 141.23 | -5.49% | |
Microsoft | US5949181045 | 7.33 | 423.59 | -1.00% | |
Amazon.com | US0231351067 | 4.18 | 222.56 | -2.22% | |
Meta Platforms | US30303M1027 | 3.69 | 619.27 | -1.73% |
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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