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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1144 | 1082 | 1232 | 1271 | 1621 | 2103 |
Fund Return | 14.36% | 8.23% | 23.17% | 8.32% | 10.14% | 7.72% |
Place in category | 753 | 1595 | 1634 | 2276 | 1945 | 947 |
% in Category | 10 | 26 | 26 | 47 | 53 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Edmond De Rothschild Select up to 2 | 265.58M | 2.94 | 3.60 | 3.14 | ||
Edmond De Rotschild Select UpTo 30 | 162.06M | 3.44 | 4.19 | - | ||
Rothschild USA Taxable | 153.8M | 8.71 | 7.95 | 8.07 | ||
Edmond de Rothschild Bnd Portfl +30 | 46.12M | 3.61 | 1.44 | 3.11 | ||
Edmond De Rothschild Bonds + 15 | 31.88M | 1.89 | 1.95 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IL0051305543 | 191.14M | 11.23 | 4.19 | - | ||
Psagot Global Dividend Equity | 139.45M | 10.49 | 11.22 | 9.76 | ||
Analyst US Global Equity | 105.75M | 13.14 | 8.55 | 8.55 | ||
Epsilon Global Shares | 88.58M | 5.97 | 5.49 | 6.69 | ||
Harel Global Equity | 82.77M | 10.80 | 5.30 | 5.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR® S&P 500 ETF Trust | - | 6.66 | - | - | |
Source S&P 500 UCITS | IE00B3YCGJ38 | 4.78 | 1,048.12 | +0.05% | |
Invesco QQQ Trust | - | 4.26 | - | - | |
NVIDIA | US67066G1040 | 2.91 | 120.91 | -0.71% | |
AMD | US0079031078 | 2.41 | 158.96 | -0.86% |
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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