UBS (Lux) Equity Fund - Small Caps USA (USD) Q-accRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 8.07 | 0.18 | 23.07 | 49.22 | 5.67 | -19.48 | 6.77 | 7.65 |
+/- Category | 0.89 | 4.86 | 1.83 | 25.70 | -13.18 | -6.72 | -3.73 | 1.36 |
+/- Category Index | - | - | - | - | -11.50 | -9.98 | -5.38 | 2.36 |
% Rank in Category | 33 | 16 | 35 | 15 | 91 | 76 | 83 | 22 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.01 | -0.66 | -0.19 |
1 Week | 3.66 | 0.91 | 0.75 |
1 Month | -1.00 | -0.16 | -1.01 |
3 Months | 0.40 | -1.45 | -3.67 |
6 Months | -2.87 | -4.56 | -6.30 |
YTD | 6.50 | 2.82 | 2.62 |
1 Year | 12.07 | 1.80 | 0.43 |
3 Years Annualised | -3.69 | -5.81 | -6.41 |
5 Years Annualised | 6.80 | -0.78 | 0.19 |
10 Years Annualised* | 10.06 | -0.64 | 0.31 |
Category: US Small-Cap Equity | |||
Category Index: Morningstar US Small Extended NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 13.57 | -5.67 | - | - |
2023 | 0.34 | 2.80 | -4.09 | 7.92 |
2022 | -7.52 | -17.41 | 7.26 | -1.72 |
2021 | 4.36 | 2.51 | 0.97 | -2.17 |
2020 | -18.41 | 39.99 | 7.42 | 21.62 |
2019 | 17.61 | 7.54 | -4.32 | 1.70 |
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