(SW2CHB) UBS(Lux)Fund Solutions - Performance 3.4% in 12m
Compare SW2CHB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
33.68%
#25 in Group
Rel. Strength
51.27%
#3892 in Universe
Total Return 12m
3.38%
#21 in Group
Total Return 5y
25.10%
#22 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: SW2CHB (3.4%) 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: SW2CHB vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for SW2CHB
| Total Return (including Dividends) | SW2CHB | VT | S&P 500 |
|---|---|---|---|
| 1 Month | -9.74% | -6.92% | -8.88% |
| 3 Months | -3.13% | -9.19% | -14.53% |
| 12 Months | 3.38% | 5.36% | 4.14% |
| 5 Years | 25.10% | 82.05% | 98.04% |
| Trend Score (consistency of price movement) | SW2CHB | VT | S&P 500 |
| 1 Month | -82.1% | -75.3% | -74.2% |
| 3 Months | -4.50% | -84.7% | -89.4% |
| 12 Months | 30.1% | 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 | -4.53% | -3.30% |
| 3 Month | #13 | 5.02% | 10.6% |
| 12 Month | #16 | -3.40% | -3.09% |
| 5 Years | #26 | -32.4% | -38.3% |
FAQs
Does SW2CHB UBS(Lux)Fund Solutions outperforms the market?
No,
over the last 12 months SW2CHB made 3.38%, while its related Sector, the Vanguard Total World Stock (VT) made 5.36%.
Over the last 3 months SW2CHB made -3.13%, while VT made -9.19%.
Over the last 3 months SW2CHB made -3.13%, while VT made -9.19%.
Performance Comparison SW2CHB vs Indeces and Sectors
SW2CHB vs. Indices SW2CHB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 6.04% | -0.86% | 7.18% | -0.76% |
| US NASDAQ 100 | QQQ | 6.69% | 0.05% | 8.10% | -0.66% |
| US Dow Jones Industrial 30 | DIA | 7.18% | -0.73% | 6.22% | 1.96% |
| German DAX 40 | DAX | 0.24% | -2.39% | -13.0% | -14.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.89% | -6.18% | 1.34% | -4.43% |
| Hongkong Hang Seng | HSI | 1.24% | -1.56% | 2.39% | -10.6% |
| India NIFTY 50 | INDA | -2.50% | -12.7% | 0.77% | 0.50% |
| Brasil Bovespa | EWZ | 0.60% | -4.58% | 2.20% | 15.6% |
SW2CHB vs. Sectors SW2CHB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.39% | -0.36% | -1.79% | -8.68% |
| Consumer Discretionary | XLY | 6.52% | -1.38% | 4.21% | -3.39% |
| Consumer Staples | XLP | 2.13% | -12.5% | -4.93% | -7.33% |
| Energy | XLE | 1.11% | 3.80% | 6.24% | 17.6% |
| Financial | XLF | 4.54% | -2.37% | -1.61% | -10.1% |
| Health Care | XLV | 5.67% | -0.52% | 7.45% | 6.80% |
| Industrial | XLI | 4.90% | -2.64% | 6.81% | 0.97% |
| Materials | XLB | 3.75% | -2.87% | 12.9% | 12.4% |
| Real Estate | XLRE | 1.79% | -5.77% | 3.84% | -9.94% |
| Technology | XLK | 7.50% | 2.30% | 14.5% | 5.99% |
| Utilities | XLU | 3.63% | -6.84% | 1.34% | -15.1% |
| Aerospace & Defense | XAR | 4.31% | -6.59% | -1.67% | -17.2% |
| Biotech | XBI | 2.71% | 3.58% | 18.9% | 13.1% |
| Homebuilder | XHB | 4.63% | -1.20% | 22.4% | 14.7% |
| Retail | XRT | 3.04% | -5.04% | 9.84% | 10.1% |