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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1146 | 1111 | 1230 | 1200 | 1511 | 2548 |
Fund Return | 14.65% | 11.09% | 23.03% | 6.25% | 8.6% | 9.81% |
Place in category | 1902 | 1720 | 1097 | 472 | 332 | 94 |
% in Category | 25 | 24 | 17 | 9 | 9 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.75B | 2.77 | 1.71 | 3.31 | ||
Julius Baer Institutional BVG LPPA2 | 3.75B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.75B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.75B | 2.82 | 1.99 | 3.59 | ||
Aktien USA Passiv CHF A1 | 1.92B | 15.30 | 7.39 | 12.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0429081620 | 8.15B | 6.72 | 8.43 | - | ||
Swisscanto CH IPF I Index Equity Fu | 6.6B | 10.60 | 8.37 | 9.76 | ||
CH0337393745 | 6.45B | 7.41 | 8.69 | - | ||
UBS CH Institutional Fund 2 EquiPAX | 4.16B | 14.71 | 6.35 | 9.94 | ||
Swisscanto CH IPF III Index EquAST | 3.81B | 10.63 | 7.97 | 9.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.83 | 192.25 | +0.54% | |
Microsoft | US5949181045 | 4.69 | 415.13 | +0.23% | |
NVIDIA | US67066G1040 | 2.56 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 2.43 | 176.44 | -1.60% | |
Meta Platforms | US30303M1027 | 1.45 | 466.83 | +0.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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