UBS (Lux) Equity SICAV - USA Growth (USD) P-accRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 19.12 | 4.95 | 30.25 | 30.17 | 25.25 | -26.57 | 34.40 | 17.27 |
+/- Category | 3.19 | 2.60 | 3.03 | -0.97 | 3.34 | -5.05 | 7.70 | 4.70 |
+/- Category Index | 3.48 | 0.60 | 0.92 | -1.73 | -2.09 | -3.31 | 2.37 | -1.01 |
% Rank in Category | 32 | 36 | 27 | 45 | 43 | 78 | 26 | 18 |
Trailing Returns (GBP) | 25/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.25 | 0.05 | 0.06 |
1 Week | 0.08 | 0.17 | -0.33 |
1 Month | 4.92 | 0.53 | -0.50 |
3 Months | 9.22 | 1.76 | -0.04 |
6 Months | 13.25 | 3.08 | -1.62 |
YTD | 23.40 | 5.19 | -1.66 |
1 Year | 36.30 | 5.13 | -1.95 |
3 Years Annualised | 8.41 | 2.57 | -1.43 |
5 Years Annualised | 15.71 | 1.50 | -1.77 |
10 Years Annualised | 15.98 | 0.23 | -1.40 |
Category: US Large-Cap Growth Equity | |||
Category Index: Morningstar US LM Brd Growth NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 13.22 | 6.42 | -2.67 | - |
2023 | 10.12 | 12.59 | -0.25 | 8.67 |
2022 | -6.50 | -17.88 | 2.27 | -6.49 |
2021 | 0.16 | 10.95 | 2.95 | 9.48 |
2020 | -8.34 | 26.79 | 6.36 | 5.32 |
2019 | 15.05 | 7.53 | 2.17 | 3.05 |
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