UBS (Lux) Equity Fund - Small Cap USA (USD) P-accRegister 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 | 7.23 | -0.60 | 22.10 | 48.05 | 4.85 | -20.10 | 5.94 | 9.94 |
+/- Category | 0.06 | 4.08 | 0.86 | 24.53 | -14.00 | -7.34 | -4.56 | 0.54 |
+/- Category Index | - | - | - | - | -12.32 | -10.61 | -6.21 | 1.75 |
% Rank in Category | 37 | 19 | 41 | 17 | 91 | 78 | 87 | 37 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.54 | 1.42 | 2.11 |
1 Week | 2.73 | 2.48 | 1.11 |
1 Month | -2.01 | -0.15 | -0.68 |
3 Months | -1.72 | 1.48 | 1.39 |
6 Months | -0.80 | -2.73 | -1.82 |
YTD | 5.38 | 3.13 | 3.67 |
1 Year | 10.37 | 1.85 | 2.64 |
3 Years Annualised | -3.82 | -5.41 | -6.09 |
5 Years Annualised | 5.01 | -2.35 | -2.15 |
10 Years Annualised | 9.64 | -1.53 | -0.31 |
Category: US Small-Cap Equity | |||
Category Index: Morningstar US Small Extended NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 13.36 | -5.85 | - | - |
2023 | 0.14 | 2.60 | -4.27 | 7.72 |
2022 | -7.69 | -17.56 | 7.05 | -1.91 |
2021 | 4.16 | 2.31 | 0.77 | -2.36 |
2020 | -18.57 | 39.71 | 7.21 | 21.39 |
2019 | 17.38 | 7.34 | -4.51 | 1.49 |
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