Funds performance table by strategy

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fund name 1 mth 3 mth 12 mth ytd Inception Net assets Return Datesort icon
JPMorgan SmartRetirement® Blend 2025 Sel 1% 0% 8% 7% 12% - 2014-11-30
JPMorgan SmartRetirement® Blend 2040 R6 1% 0% 10% 8% 15% - 2014-11-30
JPMorgan SmartRetirement® Blend 2050 R6 1% 0% 10% 8% 15% - 2014-11-30
JPMorgan SmartRetirement® Blend 2055 Sel 1% 0% 10% 8% 14% - 2014-11-30
Fuh Hwa CSI 300 A ETF 13% 23% 20% 24% 7% 4272M 2014-11-30
INSCH BLACKGOLD 0% 2% 9% 7% 9% - 2014-11-30
INSCH GOLDILOCKS 0% -2% -2% -1% -4% - 2014-11-30
New Capital Strategic Portfolio Ltd C 1% 0% 5% 4% 8% 89M 2014-11-30
New Capital Strategic Portfolio Ltd G 1% 0% 7% 6% 10% 163M 2014-11-30
New Capital Strategic Portfolio Ltd B 1% 0% 4% 4% 8% 112M 2014-11-30
New Capital Strategic Portfolio Ltd F 1% 0% 4% 4% 6% 181M 2014-11-30
New Capital Strategic Portfolio Ltd K 1% 0% 5% 5% 4% 1035M 2014-11-30
New Capital Strategic Portfolio Ltd D 1% 0% 4% 4% 5% 134M 2014-11-30
New Capital Strategic Portfolio Ltd H 1% 0% 5% 5% 7% 159M 2014-11-30
New Capital Strategic Portfolio Ltd J 1% 0% 4% 4% 8% 139M 2014-11-30
Rx High Income Institutional -1% -4% 6% 5% 6% - 2014-11-30
Rx Tax Advantaged Institutional 0% 0% 4% 3% 0% - 2014-11-30
Rx Dividend Income Institutional 0% -3% 3% 1% 9% - 2014-11-30
Rx Tactical Rotation Institutional 2% 2% 13% 12% 13% - 2014-11-30
Rx Non Traditional Institutional 0% 0% 1% 2% 0% - 2014-11-30
Rx Premier Managers Institutional 2% 0% 7% 5% 12% - 2014-11-30
Rx Traditional Equity Institutional 1% 0% 7% 5% 14% - 2014-11-30
Rx Traditional Fixed Income Instl 0% 0% 1% 1% -1% - 2014-11-30
LO Selection - Shanti Conv.Asia USD P 1% -1% 5% 5% 3% 27M 2014-11-30
ZKB-CIF Swiss Total Market Index N 3% 4% 14% 14% 11% 13M 2014-11-30
ZKB-CIF US Index N 2% 3% 16% 13% 0% 15M 2014-11-30
ZKB-CIF Japan Index T 6% 12% 13% 9% 0% 1946M 2014-11-30
ZKB-CIF Canada Index T 1% -4% 13% 11% 0% 12M 2014-11-30
ZKB-CIF Emerging Market Index N 0% -2% 8% 11% 2% - 2014-11-30
ZKB-CIF Swiss B Total Mkt Idx AAA-BBB N 0% 0% 4% 5% 0% - 2014-11-30

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