UBAM - Swiss Equity UD CHFRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 20.49 | -11.13 | 30.73 | 14.12 | 24.38 | -19.96 | 10.07 | 1.92 |
+/- Category | 6.09 | -4.71 | 4.66 | 3.67 | 4.38 | -11.19 | -0.89 | 1.87 |
+/- Category Index | - | - | - | - | 2.03 | -12.74 | 1.42 | 2.06 |
% Rank in Category | 4 | 85 | 5 | 11 | 10 | 98 | 55 | 8 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.31 | 0.46 | -0.73 |
1 Week | -1.30 | 0.14 | -1.17 |
1 Month | -2.85 | 0.52 | -1.00 |
3 Months | 2.05 | 2.10 | 2.03 |
6 Months | 7.77 | 3.94 | 3.32 |
YTD | -1.50 | 1.59 | 1.12 |
1 Year | -0.04 | 1.17 | 1.57 |
3 Years Annualised | 1.23 | -3.16 | -4.83 |
5 Years Annualised | 7.55 | -0.75 | -0.82 |
10 Years Annualised | - | - | - |
Category: Switzerland Equity | |||
Category Index: Morningstar Switzerland TME NR CHF |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.92 | - | - | - |
2023 | 5.65 | -0.50 | -2.39 | 7.27 |
2022 | -10.42 | -13.62 | -1.43 | 4.95 |
2021 | -1.56 | 11.64 | 3.65 | 9.19 |
2020 | -7.70 | 14.81 | 3.31 | 4.24 |
2019 | 10.98 | 11.90 | 2.94 | 2.27 |
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