UBS S&P 500 Index Fund C Accumulation

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage4 star
10-Year--Not Rated
OverallAbove AverageAverage4 star
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1 Year Daily Volatility Chart (annualised)
  • UBS S&P 500 Index Fund C Accumulation
  • Morningstar US Large-Mid NR USD
Volatility Measurements30/06/2024
3-Yr Std Dev12.76 %
3-Yr Mean Return13.85 %
3-Yr Sharpe Ratio0.80
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar US Large-Mid NR USD  Morningstar US TME NR USD
3-Yr Beta0.990.99
3-Yr Alpha1.140.95
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(
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