UBAM - Swiss Small And Mid Cap Equity IC CHFRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 31.27 | -19.03 | 30.49 | 15.49 | 24.59 | -25.53 | 9.66 | 0.12 |
+/- Category | 8.22 | -4.58 | 5.71 | -0.88 | 3.81 | -8.86 | -1.68 | 0.59 |
+/- Category Index | 1.79 | 2.83 | 4.22 | -4.03 | 5.22 | -13.30 | 0.14 | 1.00 |
% Rank in Category | 6 | 89 | 15 | 54 | 19 | 97 | 62 | 25 |
Trailing Returns (GBP) | 13/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.91 | -1.27 | -1.25 |
1 Week | -0.98 | -0.94 | -0.51 |
1 Month | 0.09 | -0.04 | 0.10 |
3 Months | -0.68 | -0.77 | -2.22 |
6 Months | 4.42 | 3.02 | 1.74 |
YTD | 0.37 | 1.07 | 0.96 |
1 Year | 0.46 | 1.45 | -1.39 |
3 Years Annualised | -3.23 | -1.96 | -4.92 |
5 Years Annualised | 4.82 | -1.29 | -3.66 |
10 Years Annualised | - | - | - |
Category: Switzerland Small/Mid-Cap Equity | |||
Category Index: MSCI Switzerland Small Cap NR CHF |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.26 | - | - | - |
2023 | 9.30 | -1.29 | -5.27 | 7.29 |
2022 | -13.55 | -16.50 | -4.97 | 8.56 |
2021 | 1.27 | 12.36 | 3.72 | 5.56 |
2020 | -13.78 | 18.65 | 5.38 | 7.13 |
2019 | 12.01 | 11.60 | 0.64 | 3.73 |
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