UBAM - Swiss Small And Mid Cap Equity UD CHFRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 31.21 | -19.07 | 30.45 | 15.44 | 24.53 | -25.54 | 9.61 | 6.41 |
+/- Category | 8.16 | -4.61 | 5.67 | -0.92 | 3.76 | -8.87 | -1.72 | 3.03 |
+/- Category Index | 1.73 | 2.80 | 4.19 | -4.07 | 5.16 | -13.31 | 0.10 | 2.11 |
% Rank in Category | 6 | 90 | 16 | 55 | 19 | 97 | 63 | 19 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.93 | 0.08 | 0.22 |
1 Week | 0.25 | -3.37 | -2.36 |
1 Month | 0.01 | -2.06 | -1.58 |
3 Months | 4.33 | -2.03 | -1.01 |
6 Months | 5.28 | -1.07 | -0.21 |
YTD | 4.63 | 0.24 | 0.59 |
1 Year | 13.28 | 0.65 | -2.28 |
3 Years Annualised | -5.12 | -4.02 | -6.30 |
5 Years Annualised | 5.01 | -0.87 | -3.19 |
10 Years Annualised | - | - | - |
Category: Switzerland Small/Mid-Cap Equity | |||
Category Index: MSCI Switzerland Small Cap NR CHF |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.24 | -0.13 | - | - |
2023 | 9.30 | -1.30 | -5.28 | 7.28 |
2022 | -13.56 | -16.51 | -4.97 | 8.57 |
2021 | 1.26 | 12.34 | 3.72 | 5.55 |
2020 | -13.79 | 18.65 | 5.37 | 7.12 |
2019 | 12.02 | 11.59 | 0.63 | 3.71 |
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