UBS (Lux) Equity SICAV - USA Growth (USD) F-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 | 21.00 | 6.54 | 32.23 | 32.15 | 27.18 | -25.45 | 36.46 | 18.61 |
+/- Category | 5.08 | 4.19 | 5.01 | 1.01 | 5.26 | -3.93 | 9.76 | 6.04 |
+/- Category Index | 5.36 | 2.19 | 2.90 | 0.24 | -0.17 | -2.19 | 4.43 | 0.33 |
% Rank in Category | 17 | 19 | 15 | 39 | 30 | 74 | 21 | 10 |
Trailing Returns (GBP) | 25/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.26 | 0.06 | 0.07 |
1 Week | 0.10 | 0.20 | -0.31 |
1 Month | 5.06 | 0.67 | -0.36 |
3 Months | 9.65 | 2.19 | 0.39 |
6 Months | 14.12 | 3.95 | -0.75 |
YTD | 24.95 | 6.74 | -0.11 |
1 Year | 38.39 | 7.23 | 0.15 |
3 Years Annualised | 10.08 | 4.23 | 0.23 |
5 Years Annualised | 17.48 | 3.27 | 0.00 |
10 Years Annualised | 17.75 | 2.01 | 0.37 |
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 | 13.64 | 6.82 | -2.29 | - |
2023 | 10.55 | 13.02 | 0.12 | 9.09 |
2022 | -6.15 | -17.57 | 2.66 | -6.13 |
2021 | 0.54 | 11.37 | 3.34 | 9.91 |
2020 | -8.00 | 27.27 | 6.76 | 5.72 |
2019 | 15.46 | 7.94 | 2.56 | 3.44 |
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