UBS S&P 500 Index Fund C IncomeRegister 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 | 10.90 | 1.14 | 25.89 | 14.29 | 29.50 | -8.05 | 18.76 | 16.08 |
+/- Category | 1.17 | 2.57 | 2.47 | 0.19 | 3.24 | 1.38 | 1.53 | 1.94 |
+/- Category Index | 0.38 | 0.31 | 0.10 | -2.46 | 2.40 | 1.74 | -0.37 | 0.37 |
% Rank in Category | 29 | 21 | 30 | 53 | 25 | 29 | 46 | 30 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.23 | -0.73 | -1.53 |
1 Week | -1.85 | -0.88 | -1.55 |
1 Month | -2.84 | -0.75 | -0.85 |
3 Months | 3.99 | 0.83 | 0.19 |
6 Months | 9.39 | 0.26 | -1.45 |
YTD | 12.73 | 0.71 | -1.14 |
1 Year | 19.40 | 0.01 | -2.17 |
3 Years Annualised | 10.70 | 1.49 | 0.57 |
5 Years Annualised | 13.24 | 1.60 | 0.54 |
10 Years Annualised | - | - | - |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 11.49 | 4.11 | - | - |
2023 | 4.46 | 5.70 | 0.64 | 6.87 |
2022 | -1.92 | -9.13 | 3.44 | -0.26 |
2021 | 5.11 | 8.33 | 2.99 | 10.43 |
2020 | -14.17 | 20.82 | 3.99 | 5.98 |
2019 | 10.97 | 6.70 | 4.91 | 1.34 |
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