UBAM - Swiss Equity UD 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 | 20.49 | -11.13 | 30.73 | 14.12 | 24.38 | -19.96 | 10.07 | 8.30 |
+/- Category | 6.09 | -4.71 | 4.66 | 3.67 | 4.38 | -11.19 | -0.89 | 2.26 |
+/- Category Index | - | - | - | - | 2.03 | -12.74 | 1.42 | 1.86 |
% Rank in Category | 4 | 85 | 5 | 11 | 10 | 98 | 55 | 8 |
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 | 0.96 | -1.28 | -1.66 |
3 Months | 3.27 | -1.19 | -2.12 |
6 Months | 10.42 | 1.85 | 0.92 |
YTD | 6.48 | 0.63 | -0.09 |
1 Year | 11.13 | 0.90 | 1.55 |
3 Years Annualised | -0.17 | -4.41 | -4.83 |
5 Years Annualised | 6.10 | -2.16 | -1.09 |
10 Years Annualised | - | - | - |
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 | 1.92 | 2.24 | - | - |
2023 | 5.65 | -0.50 | -2.39 | 7.27 |
2022 | -10.42 | -13.62 | -1.43 | 4.95 |
2021 | -1.56 | 11.64 | 3.65 | 9.19 |
2020 | -7.70 | 14.81 | 3.31 | 4.24 |
2019 | 10.98 | 11.90 | 2.94 | 2.27 |
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