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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1263 | 1074 | 1281 | 1161 | 1425 | 2056 |
Fund Return | 26.26% | 7.41% | 28.12% | 5.1% | 7.34% | 7.47% |
Place in category | 1643 | 2362 | 1736 | 1825 | 1601 | 775 |
% in Category | 24 | 34 | 25 | 34 | 40 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swiss Rock Aktien Schweiz Index Plu | 134.23M | 6.08 | -0.30 | 5.70 | ||
Swiss Rock Aktien Schweiz Index PlB | 134.23M | 5.79 | -0.55 | 5.44 | ||
Swiss Rock Aktien Schweiz Index PlA | 134.23M | 5.52 | -0.76 | 5.20 | ||
Swiss Rock CH Institutional Funds A | 47.67M | 19.04 | 2.58 | 6.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0429081620 | 8.08B | 28.56 | 7.62 | - | ||
Swisscanto CH IPF I Index Equity Fu | 7.44B | 28.23 | 7.73 | 9.68 | ||
CH0337393745 | 6.8B | 27.50 | 7.27 | - | ||
Swisscanto CH IPF III Index EquAST | 5.89B | 28.29 | 7.43 | 9.36 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.47B | 28.57 | 7.61 | 9.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Swiss Rock Emerg Eq/Aktien Schw B | LU1048648213 | 8.70 | - | - | |
Apple | US0378331005 | 4.60 | 242.70 | +0.20% | |
NVIDIA | US67066G1040 | 4.19 | 140.11 | -0.02% | |
Microsoft | US5949181045 | 4.04 | 424.56 | +0.52% | |
Amazon.com | US0231351067 | 2.44 | 222.13 | +0.01% |
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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