UBAM - Swiss Equity ID CHFRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 20.56 | -11.10 | 30.79 | 14.17 | 24.42 | -19.92 | 10.11 | 4.23 |
+/- Category | 6.16 | -4.67 | 4.72 | 3.72 | 4.43 | -11.16 | -0.85 | 1.53 |
+/- Category Index | - | - | - | - | 2.08 | -12.70 | 1.46 | 1.32 |
% Rank in Category | 4 | 85 | 4 | 11 | 10 | 98 | 55 | 15 |
Trailing Returns (GBP) | 12/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.13 | 0.51 | 0.97 |
1 Week | 1.23 | 0.72 | 0.50 |
1 Month | 0.25 | 1.08 | 1.43 |
3 Months | 5.57 | 0.33 | -0.33 |
6 Months | 7.09 | 2.38 | 3.04 |
YTD | 5.50 | 2.36 | 2.51 |
1 Year | 11.40 | 3.11 | 4.10 |
3 Years Annualised | 1.01 | -3.73 | -3.81 |
5 Years Annualised | 6.94 | -1.26 | -0.32 |
10 Years Annualised | 9.75 | 0.29 | 0.92 |
Category: Switzerland Equity | |||
Category Index: Morningstar Switzerland TME NR CHF |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.93 | 2.26 | - | - |
2023 | 5.66 | -0.50 | -2.38 | 7.28 |
2022 | -10.41 | -13.61 | -1.43 | 4.96 |
2021 | -1.55 | 11.65 | 3.66 | 9.20 |
2020 | -7.69 | 14.82 | 3.32 | 4.26 |
2019 | 10.99 | 11.92 | 2.94 | 2.28 |
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