UBS (Lux) Equity SICAV - USA Growth (USD) Q-accRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 20.40 | 5.99 | 31.62 | 30.55 | 26.54 | -25.82 | 35.78 | 18.17 |
+/- Category | 4.47 | 3.65 | 4.39 | -0.59 | 4.62 | -4.30 | 9.09 | 5.60 |
+/- Category Index | 4.76 | 1.64 | 2.28 | -1.36 | -0.81 | -2.55 | 3.75 | -0.11 |
% Rank in Category | 24 | 24 | 17 | 44 | 36 | 75 | 23 | 11 |
Trailing Returns (GBP) | 25/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.25 | 0.05 | 0.06 |
1 Week | 0.09 | 0.19 | -0.32 |
1 Month | 5.01 | 0.62 | -0.41 |
3 Months | 9.50 | 2.04 | 0.24 |
6 Months | 13.83 | 3.65 | -1.05 |
YTD | 24.43 | 6.22 | -0.63 |
1 Year | 37.69 | 6.53 | -0.55 |
3 Years Annualised | 9.53 | 3.68 | -0.32 |
5 Years Annualised | 16.73 | 2.51 | -0.76 |
10 Years Annualised | 17.09 | 1.34 | -0.30 |
Category: US Large-Cap Growth Equity | |||
Category Index: Morningstar US LM Brd Growth NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 13.50 | 6.68 | -2.41 | - |
2023 | 10.41 | 12.88 | -0.01 | 8.95 |
2022 | -6.26 | -17.67 | 2.53 | -6.26 |
2021 | 0.41 | 11.24 | 3.21 | 9.77 |
2020 | -8.77 | 27.11 | 6.63 | 5.59 |
2019 | 15.34 | 7.82 | 2.45 | 3.31 |
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