UBS (Lux) Equity SICAV - USA Growth (USD) I-A1-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 | 20.75 | 6.36 | 32.07 | 31.97 | 26.99 | -25.55 | 36.27 | 18.49 |
+/- Category | 4.82 | 4.01 | 4.84 | 0.83 | 5.08 | -4.03 | 9.57 | 5.92 |
+/- Category Index | 5.11 | 2.01 | 2.73 | 0.06 | -0.35 | -2.29 | 4.24 | 0.21 |
% Rank in Category | 21 | 21 | 16 | 40 | 31 | 74 | 22 | 11 |
Trailing Returns (GBP) | 25/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.25 | 0.05 | 0.06 |
1 Week | 0.10 | 0.19 | -0.32 |
1 Month | 5.04 | 0.65 | -0.38 |
3 Months | 9.60 | 2.14 | 0.34 |
6 Months | 14.04 | 3.86 | -0.84 |
YTD | 24.81 | 6.59 | -0.26 |
1 Year | 38.19 | 7.03 | -0.05 |
3 Years Annualised | 9.94 | 4.09 | 0.09 |
5 Years Annualised | 17.32 | 3.10 | -0.17 |
10 Years Annualised | 17.59 | 1.85 | 0.21 |
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 | 13.60 | 6.78 | -2.33 | - |
2023 | 10.51 | 12.98 | 0.08 | 9.05 |
2022 | -6.17 | -17.60 | 2.63 | -6.17 |
2021 | 0.50 | 11.33 | 3.26 | 9.91 |
2020 | -8.03 | 27.22 | 6.72 | 5.68 |
2019 | 15.44 | 7.90 | 2.54 | 3.41 |
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