UBS (Lux) Equity SICAV - USA Growth (USD) U-X-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 | 21.60 | 7.11 | 33.00 | 32.90 | 27.88 | -25.03 | 37.22 | 19.11 |
+/- Category | 5.67 | 4.77 | 5.77 | 1.76 | 5.97 | -3.51 | 10.53 | 6.55 |
+/- Category Index | 5.96 | 2.76 | 3.66 | 0.99 | 0.54 | -1.77 | 5.19 | 0.84 |
% Rank in Category | 14 | 16 | 12 | 36 | 24 | 73 | 21 | 8 |
Trailing Returns (GBP) | 25/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.25 | 0.05 | 0.06 |
1 Week | 0.11 | 0.21 | -0.30 |
1 Month | 5.10 | 0.71 | -0.32 |
3 Months | 9.79 | 2.33 | 0.54 |
6 Months | 14.44 | 4.26 | -0.44 |
YTD | 25.53 | 7.31 | 0.46 |
1 Year | 39.16 | 8.00 | 0.92 |
3 Years Annualised | 10.71 | 4.86 | 0.86 |
5 Years Annualised | 18.14 | 3.93 | 0.65 |
10 Years Annualised | 18.42 | 2.67 | 1.03 |
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 | 13.80 | 6.97 | -2.15 | - |
2023 | 10.70 | 13.18 | 0.26 | 9.24 |
2022 | -6.01 | -17.45 | 2.81 | -6.01 |
2021 | 0.67 | 11.53 | 3.44 | 10.11 |
2020 | -7.87 | 27.45 | 6.91 | 5.87 |
2019 | 15.63 | 8.09 | 2.72 | 3.59 |
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