UBS S&P 500 Index Fund J IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 10.90 | 1.15 | 25.90 | 14.28 | 29.49 | -8.05 | 18.77 | 11.32 |
+/- Category | 1.17 | 2.58 | 2.48 | 0.19 | 3.22 | 1.38 | 1.54 | 1.62 |
+/- Category Index | 0.38 | 0.32 | 0.11 | -2.47 | 2.39 | 1.74 | -0.36 | 0.33 |
% Rank in Category | 29 | 21 | 30 | 53 | 25 | 29 | 45 | 26 |
Trailing Returns (GBP) | 25/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.52 | 0.79 | 0.01 |
1 Week | -0.16 | 0.06 | -0.03 |
1 Month | 3.75 | 0.71 | 0.23 |
3 Months | 4.89 | 1.81 | 0.40 |
6 Months | 16.12 | 1.61 | 0.47 |
YTD | 16.02 | 1.95 | 0.45 |
1 Year | 27.68 | 2.05 | -0.02 |
3 Years Annualised | 13.37 | 1.99 | 1.29 |
5 Years Annualised | 14.99 | 1.74 | 0.45 |
10 Years Annualised | - | - | - |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 11.50 | - | - | - |
2023 | 4.49 | 5.68 | 0.67 | 6.84 |
2022 | -1.91 | -9.11 | 3.42 | -0.27 |
2021 | 5.11 | 8.32 | 2.98 | 10.43 |
2020 | -14.17 | 20.82 | 3.99 | 5.98 |
2019 | 10.97 | 6.70 | 4.92 | 1.35 |
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