UBAM - Swiss Equity IC 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 | 20.55 | -11.10 | 30.79 | 14.17 | 24.42 | -19.93 | 10.11 | 1.93 |
+/- Category | 6.15 | -4.68 | 4.72 | 3.72 | 4.43 | -11.16 | -0.84 | 1.88 |
+/- Category Index | - | - | - | - | 2.08 | -12.71 | 1.46 | 2.07 |
% Rank in Category | 4 | 85 | 4 | 11 | 10 | 98 | 55 | 8 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.01 | 0.37 | 0.36 |
1 Week | 1.45 | 1.29 | 1.26 |
1 Month | -2.38 | 0.57 | 0.25 |
3 Months | 2.78 | 2.95 | 4.13 |
6 Months | 11.50 | 5.06 | 7.55 |
YTD | -0.37 | 2.57 | 3.07 |
1 Year | -0.31 | 2.74 | 4.74 |
3 Years Annualised | 1.71 | -2.78 | -3.68 |
5 Years Annualised | 7.62 | -0.48 | -0.23 |
10 Years Annualised | 8.94 | 0.83 | 0.90 |
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 | 1.93 | - | - | - |
2023 | 5.66 | -0.50 | -2.38 | 7.28 |
2022 | -10.41 | -13.61 | -1.43 | 4.96 |
2021 | -1.55 | 11.64 | 3.66 | 9.20 |
2020 | -7.69 | 14.81 | 3.32 | 4.26 |
2019 | 10.99 | 11.91 | 2.94 | 2.28 |
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