UBAM - Swiss Equity AD CHFRegister 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 | 20.09 | -11.44 | 30.27 | 13.72 | 23.94 | -20.24 | 9.68 | 8.08 |
+/- Category | 5.69 | -5.02 | 4.20 | 3.28 | 3.95 | -11.47 | -1.28 | 2.05 |
+/- Category Index | - | - | - | - | 1.59 | -13.02 | 1.03 | 1.64 |
% Rank in Category | 5 | 88 | 6 | 13 | 12 | 98 | 69 | 10 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.45 | -0.76 | -0.86 |
1 Week | 0.92 | -0.02 | -0.22 |
1 Month | 0.93 | -1.31 | -1.69 |
3 Months | 3.18 | -1.28 | -2.21 |
6 Months | 10.23 | 1.66 | 0.73 |
YTD | 6.26 | 0.41 | -0.31 |
1 Year | 10.73 | 0.51 | 1.16 |
3 Years Annualised | -0.52 | -4.76 | -5.18 |
5 Years Annualised | 5.73 | -2.53 | -1.46 |
10 Years Annualised | 9.59 | -0.23 | 0.39 |
Category: Switzerland Equity | |||
Category Index: Morningstar Switzerland TME NR CHF |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.83 | 2.16 | - | - |
2023 | 5.56 | -0.59 | -2.47 | 7.17 |
2022 | -10.49 | -13.70 | -1.52 | 4.86 |
2021 | -1.64 | 11.54 | 3.56 | 9.09 |
2020 | -7.78 | 14.71 | 3.22 | 4.15 |
2019 | 10.88 | 11.80 | 2.84 | 2.18 |
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