UBS US Equity Fund Class C Accumulation Shares (Net)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 11.11 | -9.60 | 33.10 | 14.15 | 30.51 | -8.78 | 18.61 | 4.55 |
+/- Category | 1.38 | -8.17 | 9.68 | 0.05 | 4.24 | 0.65 | 1.38 | -8.89 |
+/- Category Index | 0.59 | -10.43 | 7.31 | -2.60 | 3.41 | 1.01 | -0.52 | -10.69 |
% Rank in Category | 25 | 96 | 1 | 55 | 15 | 39 | 48 | 99 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.30 | 0.84 | -0.10 |
1 Week | 1.48 | -0.52 | -1.36 |
1 Month | -3.53 | -1.20 | -1.60 |
3 Months | -5.32 | -5.58 | -7.26 |
6 Months | -0.95 | -6.61 | -8.93 |
YTD | 1.21 | -10.06 | -12.37 |
1 Year | 8.48 | -11.01 | -13.61 |
3 Years Annualised | 6.31 | -2.42 | -3.46 |
5 Years Annualised | 11.20 | -0.65 | -1.61 |
10 Years Annualised | 13.04 | -0.86 | -1.97 |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.15 | -1.74 | - | - |
2023 | 1.16 | 7.15 | 3.05 | 6.18 |
2022 | -1.59 | -11.72 | 6.72 | -1.60 |
2021 | 7.29 | 7.44 | 4.67 | 8.17 |
2020 | -21.42 | 26.76 | 3.33 | 10.91 |
2019 | 14.71 | 8.48 | 3.09 | 3.75 |
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