(E5ESG) UBS(Lux)Fund Solutions - Performance 4.9% in 12m
Compare E5ESG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.13%
#49 in Group
Rel. Strength
56.72%
#3457 in Universe
Total Return 12m
4.90%
#29 in Group
Total Return 5y
92.35%
#31 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: E5ESG (4.9%) vs VT (5.4%)
5y Drawdown (Underwater) Chart
Top Performers in Eurozone Large-Cap Equity
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| ELFB XETRA Deka Oekom Euro |
-7.28% | 13.5% | 148% | - | - | - | - | - |
| H4ZA XETRA HSBC EURO STOXX 50 |
-8.69% | 5.29% | 105% | - | - | - | - | - |
| UET5 XETRA UBS(Lux)Fund Solutions – |
-7.85% | 6.13% | 114% | - | - | - | - | - |
| ETDD XETRA BNP Paribas Easy Euro Stoxx |
-8.76% | 2.59% | 98.9% | - | - | - | - | - |
| CSSX5E SW iShares VII - iShares Core |
-8.75% | 2.72% | 99.3% | - | - | - | - | - |
| DXSA XETRA Xtrackers - Euro Stoxx |
-6.08% | 10.7% | 81.2% | - | - | - | - | - |
| EUN2 XETRA iShares II Public |
-8.63% | 2.85% | 99.1% | - | - | - | - | - |
| SXRT XETRA iShares VII - iShares Core |
-8.65% | 2.84% | 99.3% | - | - | - | - | - |
Performance Comparison: E5ESG vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for E5ESG
| Total Return (including Dividends) | E5ESG | VT | S&P 500 |
|---|---|---|---|
| 1 Month | -7.70% | -6.92% | -8.88% |
| 3 Months | -2.15% | -9.19% | -14.53% |
| 12 Months | 4.90% | 5.36% | 4.14% |
| 5 Years | 92.35% | 82.05% | 98.04% |
| Trend Score (consistency of price movement) | E5ESG | VT | S&P 500 |
| 1 Month | -79.2% | -75.3% | -74.2% |
| 3 Months | -14.0% | -84.7% | -89.4% |
| 12 Months | 58.8% | 65.8% | 64% |
| 5 Years | 90.7% | 72.5% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #47 | -2.37% | -1.12% |
| 3 Month | #26 | 6.08% | 11.8% |
| 12 Month | #22 | -0.86% | -0.50% |
| 5 Years | #10 | 10.3% | 0.22% |
FAQs
Does E5ESG UBS(Lux)Fund Solutions outperforms the market?
No,
over the last 12 months E5ESG made 4.90%, while its related Sector, the Vanguard Total World Stock (VT) made 5.36%.
Over the last 3 months E5ESG made -2.15%, while VT made -9.19%.
Over the last 3 months E5ESG made -2.15%, while VT made -9.19%.
Performance Comparison E5ESG vs Indeces and Sectors
E5ESG vs. Indices E5ESG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.37% | 1.18% | 13.4% | 0.76% |
| US NASDAQ 100 | QQQ | 6.02% | 2.09% | 14.3% | 0.86% |
| US Dow Jones Industrial 30 | DIA | 6.51% | 1.31% | 12.5% | 3.48% |
| German DAX 40 | DAX | -0.43% | -0.35% | -6.73% | -13.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.22% | -4.14% | 7.57% | -2.91% |
| Hongkong Hang Seng | HSI | 0.57% | 0.48% | 8.62% | -9.04% |
| India NIFTY 50 | INDA | -3.17% | -10.7% | 7.0% | 2.02% |
| Brasil Bovespa | EWZ | -0.07% | -2.54% | 8.43% | 17.1% |
E5ESG vs. Sectors E5ESG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.72% | 1.68% | 4.44% | -7.16% |
| Consumer Discretionary | XLY | 5.85% | 0.66% | 10.4% | -1.87% |
| Consumer Staples | XLP | 1.46% | -10.5% | 1.30% | -5.81% |
| Energy | XLE | 0.44% | 5.84% | 12.5% | 19.1% |
| Financial | XLF | 3.87% | -0.33% | 4.62% | -8.54% |
| Health Care | XLV | 5.0% | 1.52% | 13.7% | 8.32% |
| Industrial | XLI | 4.23% | -0.60% | 13.0% | 2.49% |
| Materials | XLB | 3.08% | -0.83% | 19.1% | 13.9% |
| Real Estate | XLRE | 1.12% | -3.73% | 10.1% | -8.42% |
| Technology | XLK | 6.83% | 4.34% | 20.8% | 7.51% |
| Utilities | XLU | 2.96% | -4.80% | 7.57% | -13.6% |
| Aerospace & Defense | XAR | 3.64% | -4.55% | 4.56% | -15.7% |
| Biotech | XBI | 2.04% | 5.62% | 25.1% | 14.6% |
| Homebuilder | XHB | 3.96% | 0.84% | 28.6% | 16.3% |
| Retail | XRT | 2.37% | -3.0% | 16.1% | 11.6% |