UBS (Lux) Equity SICAV - USA Growth (USD) I-B-accRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
|
Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 21.52 | 7.04 | 32.91 | 32.81 | 27.80 | -25.08 | 37.14 | 19.06 |
+/- Category | 5.59 | 4.70 | 5.68 | 1.67 | 5.89 | -3.56 | 10.44 | 6.49 |
+/- Category Index | 5.88 | 2.69 | 3.58 | 0.90 | 0.45 | -1.82 | 5.11 | 0.78 |
% Rank in Category | 14 | 17 | 13 | 36 | 25 | 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 | 0.20 | -0.30 |
1 Month | 5.09 | 0.70 | -0.33 |
3 Months | 9.78 | 2.32 | 0.52 |
6 Months | 14.40 | 4.23 | -0.47 |
YTD | 25.46 | 7.25 | 0.40 |
1 Year | 39.08 | 7.91 | 0.83 |
3 Years Annualised | 10.64 | 4.79 | 0.79 |
5 Years Annualised | 18.07 | 3.85 | 0.58 |
10 Years Annualised | 18.34 | 2.60 | 0.96 |
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 | 13.78 | 6.95 | -2.16 | - |
2023 | 10.69 | 13.16 | 0.24 | 9.22 |
2022 | -6.03 | -17.47 | 2.79 | -6.02 |
2021 | 0.66 | 11.51 | 3.43 | 10.09 |
2020 | -7.88 | 27.43 | 6.89 | 5.85 |
2019 | 15.62 | 8.07 | 2.70 | 3.57 |
|
Advertisement |