UBS S&P 500 Index Fund C AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 10.90 | 1.15 | 25.95 | 14.27 | 29.48 | -8.03 | 18.75 | 16.07 |
+/- Category | 1.17 | 2.58 | 2.53 | 0.17 | 3.22 | 1.40 | 1.53 | 1.93 |
+/- Category Index | 0.38 | 0.31 | 0.16 | -2.48 | 2.39 | 1.76 | -0.37 | 0.36 |
% Rank in Category | 29 | 21 | 29 | 53 | 25 | 28 | 46 | 31 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.23 | 0.72 | -0.09 |
1 Week | -1.85 | 0.08 | -0.09 |
1 Month | -2.84 | -0.71 | -0.10 |
3 Months | 3.98 | 0.34 | 0.23 |
6 Months | 9.39 | 0.43 | 0.21 |
YTD | 12.73 | 1.17 | 0.32 |
1 Year | 19.40 | 0.94 | 0.01 |
3 Years Annualised | 10.70 | 1.57 | 1.16 |
5 Years Annualised | 13.24 | 1.46 | 0.46 |
10 Years Annualised | - | - | - |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 11.50 | 4.11 | - | - |
2023 | 4.46 | 5.70 | 0.64 | 6.87 |
2022 | -1.91 | -9.12 | 3.43 | -0.26 |
2021 | 5.11 | 8.34 | 2.98 | 10.42 |
2020 | -14.17 | 20.81 | 3.98 | 5.98 |
2019 | 10.98 | 6.69 | 4.96 | 1.35 |
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