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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 983 | 1019 | 1028 | 865 | 961 | 1071 |
Fund Return | -1.7% | 1.93% | 2.76% | -4.7% | -0.78% | 0.69% |
Place in category | 102 | 39 | 27 | 39 | 32 | 6 |
% in Category | 50 | 15 | 16 | 30 | 34 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SWBond Fund Intl P | 66.93M | 1.77 | -6.27 | -0.12 | ||
SWBond Fund Global Convertible H Cp | 63M | 0.20 | -6.30 | 1.50 | ||
SWBond Fund Global Convertible H Cj | 63M | -0.91 | -6.73 | 1.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Grade Credit Fund Adm AC | 8.64B | -2.92 | -6.26 | -0.53 | ||
Investment Grade Credit Fund Inst C | 8.64B | -2.71 | -5.77 | -0.03 | ||
Investment Grade Credit Fund Inv Ac | 8.64B | -2.83 | -6.10 | -0.38 | ||
Investment Grade Credit Fund Inv IC | 8.64B | -2.84 | -6.08 | -0.37 | ||
UBS CH Institutional Fund Global Cb | 1.99B | -0.99 | -4.27 | 0.35 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SWC (LU) BF Resp. Crp Hybrid STH USD | LU2364759055 | 4.21 | - | - | |
UnitedHealth Group Inc. 5.875% | - | 1.28 | - | - | |
AbbVie Inc. 4.5% | - | 1.11 | - | - | |
QUALCOMM Inc. 6% | - | 0.80 | - | - | |
Royal Bank of Canada 5.228% | - | 0.76 | - | - |
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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