(SW2CHA) UBS(Lux)Fund Solutions - Performance 3.6% in 12m
Compare SW2CHA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
33.69%
#24 in Group
Rel. Strength
51.58%
#3867 in Universe
Total Return 12m
3.59%
#18 in Group
Total Return 5y
25.57%
#21 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: SW2CHA (3.6%) vs VT (5.4%)
5y Drawdown (Underwater) Chart
Top Performers in Switzerland 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 |
|---|---|---|---|---|---|---|---|---|
| CHDVD SW iShares Swiss Dividend |
-7.71% | 12.3% | 67.9% | - | - | - | - | - |
| 540J XETRA Amundi Index Solutions |
-7.54% | 7.7% | 41.2% | - | - | - | - | - |
| CSW PA Amundi Index Solutions |
-7.59% | 7.86% | 41.5% | - | - | - | - | - |
| DBXS XETRA Xtrackers - Switzerland |
-7.59% | 6.35% | 36.8% | - | - | - | - | - |
| CSSMI SW iShares SMI (CH) |
-10.1% | 4.32% | 38.9% | - | - | - | - | - |
| CHSPI SW iShares Core SPI (CH) |
-8.88% | 4% | 31.3% | - | - | - | - | - |
| SW2CHA SW UBS(Lux)Fund Solutions – |
-9.73% | 3.59% | 25.6% | - | - | - | - | - |
| SW2CHB SW UBS(Lux)Fund Solutions – |
-9.74% | 3.38% | 25.1% | - | - | - | - | - |
Performance Comparison: SW2CHA vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for SW2CHA
| Total Return (including Dividends) | SW2CHA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | -9.73% | -6.92% | -8.88% |
| 3 Months | -2.82% | -9.19% | -14.53% |
| 12 Months | 3.59% | 5.36% | 4.14% |
| 5 Years | 25.57% | 82.05% | 98.04% |
| Trend Score (consistency of price movement) | SW2CHA | VT | S&P 500 |
| 1 Month | -82.9% | -75.3% | -74.2% |
| 3 Months | -4.70% | -84.7% | -89.4% |
| 12 Months | 30.0% | 65.8% | 64% |
| 5 Years | 54.7% | 72.5% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #21 | -4.52% | -3.29% |
| 3 Month | #10 | 5.36% | 11.0% |
| 12 Month | #14 | -3.21% | -2.90% |
| 5 Years | #25 | -32.1% | -38.1% |
FAQs
Does SW2CHA UBS(Lux)Fund Solutions outperforms the market?
No,
over the last 12 months SW2CHA made 3.59%, while its related Sector, the Vanguard Total World Stock (VT) made 5.36%.
Over the last 3 months SW2CHA made -2.82%, while VT made -9.19%.
Over the last 3 months SW2CHA made -2.82%, while VT made -9.19%.
Performance Comparison SW2CHA vs Indeces and Sectors
SW2CHA vs. Indices SW2CHA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 6.06% | -0.85% | 6.92% | -0.55% |
| US NASDAQ 100 | QQQ | 6.71% | 0.06% | 7.84% | -0.45% |
| US Dow Jones Industrial 30 | DIA | 7.20% | -0.72% | 5.96% | 2.17% |
| German DAX 40 | DAX | 0.26% | -2.38% | -13.2% | -14.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.91% | -6.17% | 1.08% | -4.22% |
| Hongkong Hang Seng | HSI | 1.26% | -1.55% | 2.13% | -10.4% |
| India NIFTY 50 | INDA | -2.48% | -12.7% | 0.51% | 0.71% |
| Brasil Bovespa | EWZ | 0.62% | -4.57% | 1.94% | 15.8% |
SW2CHA vs. Sectors SW2CHA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.41% | -0.35% | -2.05% | -8.47% |
| Consumer Discretionary | XLY | 6.54% | -1.37% | 3.95% | -3.18% |
| Consumer Staples | XLP | 2.15% | -12.5% | -5.19% | -7.12% |
| Energy | XLE | 1.13% | 3.81% | 5.98% | 17.8% |
| Financial | XLF | 4.56% | -2.36% | -1.87% | -9.85% |
| Health Care | XLV | 5.69% | -0.51% | 7.19% | 7.01% |
| Industrial | XLI | 4.92% | -2.63% | 6.55% | 1.18% |
| Materials | XLB | 3.77% | -2.86% | 12.6% | 12.6% |
| Real Estate | XLRE | 1.81% | -5.76% | 3.58% | -9.73% |
| Technology | XLK | 7.52% | 2.31% | 14.3% | 6.20% |
| Utilities | XLU | 3.65% | -6.83% | 1.08% | -14.9% |
| Aerospace & Defense | XAR | 4.33% | -6.58% | -1.93% | -17.0% |
| Biotech | XBI | 2.73% | 3.59% | 18.6% | 13.3% |
| Homebuilder | XHB | 4.65% | -1.19% | 22.1% | 15.0% |
| Retail | XRT | 3.06% | -5.03% | 9.58% | 10.3% |