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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1334 | 1102 | 1334 | 1237 | 1760 | 2812 |
Fund Return | 33.43% | 10.18% | 33.43% | 7.35% | 11.98% | 10.89% |
Place in category | 795 | 731 | 795 | 757 | 605 | 286 |
% in Category | 39 | 31 | 39 | 44 | 43 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.94B | 7.56 | 0.20 | 3.25 | ||
Julius Baer Institutional BVG LPPb1 | 3.94B | 7.67 | 0.30 | 3.34 | ||
Julius Baer Institutional BVG LPPB2 | 3.94B | 7.88 | 0.48 | 3.52 | ||
Aktien USA Passiv CHF A1 | 2.22B | 34.45 | 8.22 | 11.83 | ||
Aktien USA Passiv CHF D3 | 2.22B | 33.83 | 7.67 | 11.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.18B | 34.69 | 8.33 | 12.04 | ||
Aktien USA Passiv CHF A1 | 2.22B | 34.45 | 8.22 | 11.83 | ||
Aktien USA Passiv CHF D3 | 2.22B | 33.83 | 7.67 | 11.19 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.05B | 34.41 | 8.10 | 11.80 | ||
UBS CH Institutional Fund 2 EquUSAX | 2.05B | 34.69 | 8.34 | 12.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.71 | 233.22 | +0.32% | |
NVIDIA | US67066G1040 | 6.30 | 128.68 | +3.08% | |
Microsoft | US5949181045 | 5.56 | 415.82 | +0.61% | |
Amazon.com | US0231351067 | 3.65 | 238.83 | +1.13% | |
Meta Platforms | US30303M1027 | 2.33 | 711.99 | +1.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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