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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1118 | 1331 | 1325 | 1823 | 3227 |
Fund Return | 3.18% | 11.79% | 33.08% | 9.85% | 12.76% | 12.43% |
Place in category | 933 | 633 | 476 | 771 | 557 | 283 |
% in Category | 39 | 28 | 23 | 46 | 39 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPb1 | 3.98B | 7.67 | 0.30 | 3.34 | ||
Julius Baer Institutional BVG LPPB2 | 3.98B | 7.88 | 0.48 | 3.52 | ||
Julius Baer Institutional BVG LPP F | 3.98B | 7.56 | 0.20 | 3.25 | ||
Aktien USA Passiv CHF A1 | 2.25B | 3.24 | 10.74 | 13.38 | ||
Aktien USA Passiv CHF D3 | 2.25B | 3.21 | 10.18 | 12.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.31B | 3.25 | 10.84 | 13.59 | ||
Aktien USA Passiv CHF A1 | 2.25B | 3.24 | 10.74 | 13.38 | ||
Aktien USA Passiv CHF D3 | 2.25B | 3.21 | 10.18 | 12.73 | ||
Credit Suisse Institutional FundUSI | 2.29B | 27.48 | 10.53 | 13.09 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.08B | 3.25 | 10.63 | 13.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.71 | 244.60 | +1.27% | |
NVIDIA | US67066G1040 | 6.30 | 138.85 | +2.63% | |
Microsoft | US5949181045 | 5.56 | 408.43 | -0.51% | |
Amazon.com | US0231351067 | 3.65 | 228.68 | -0.73% | |
Meta Platforms | US30303M1027 | 2.33 | 736.67 | +1.11% |
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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