(SW2UKD) UBS(Lux)Fund Solutions - Performance 3.7% in 12m
Compare SW2UKD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
33.98%
#23 in Group
Rel. Strength
51.70%
#3858 in Universe
Total Return 12m
3.66%
#17 in Group
Total Return 5y
26.09%
#19 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: SW2UKD (3.7%) 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: SW2UKD vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for SW2UKD
| Total Return (including Dividends) | SW2UKD | VT | S&P 500 |
|---|---|---|---|
| 1 Month | -9.58% | -6.92% | -8.88% |
| 3 Months | -2.93% | -9.19% | -14.53% |
| 12 Months | 3.66% | 5.36% | 4.14% |
| 5 Years | 26.09% | 82.05% | 98.04% |
| Trend Score (consistency of price movement) | SW2UKD | VT | S&P 500 |
| 1 Month | -84.2% | -75.3% | -74.2% |
| 3 Months | -4.0% | -84.7% | -89.4% |
| 12 Months | 29.6% | 65.8% | 64% |
| 5 Years | 54.8% | 72.5% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #17 | -4.35% | -3.12% |
| 3 Month | #11 | 5.24% | 10.9% |
| 12 Month | #10 | -3.14% | -2.84% |
| 5 Years | #25 | -31.8% | -37.9% |
FAQs
Does SW2UKD UBS(Lux)Fund Solutions outperforms the market?
No,
over the last 12 months SW2UKD made 3.66%, while its related Sector, the Vanguard Total World Stock (VT) made 5.36%.
Over the last 3 months SW2UKD made -2.93%, while VT made -9.19%.
Over the last 3 months SW2UKD made -2.93%, while VT made -9.19%.
Performance Comparison SW2UKD vs Indeces and Sectors
SW2UKD vs. Indices SW2UKD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.85% | -0.70% | 6.95% | -0.48% |
| US NASDAQ 100 | QQQ | 6.50% | 0.21% | 7.87% | -0.38% |
| US Dow Jones Industrial 30 | DIA | 6.99% | -0.57% | 5.99% | 2.24% |
| German DAX 40 | DAX | 0.05% | -2.23% | -13.2% | -14.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.70% | -6.02% | 1.11% | -4.15% |
| Hongkong Hang Seng | HSI | 1.05% | -1.40% | 2.16% | -10.3% |
| India NIFTY 50 | INDA | -2.69% | -12.6% | 0.54% | 0.78% |
| Brasil Bovespa | EWZ | 0.41% | -4.42% | 1.97% | 15.8% |
SW2UKD vs. Sectors SW2UKD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.20% | -0.20% | -2.02% | -8.40% |
| Consumer Discretionary | XLY | 6.33% | -1.22% | 3.98% | -3.11% |
| Consumer Staples | XLP | 1.94% | -12.3% | -5.16% | -7.05% |
| Energy | XLE | 0.92% | 3.96% | 6.01% | 17.9% |
| Financial | XLF | 4.35% | -2.21% | -1.84% | -9.78% |
| Health Care | XLV | 5.48% | -0.36% | 7.22% | 7.08% |
| Industrial | XLI | 4.71% | -2.48% | 6.58% | 1.25% |
| Materials | XLB | 3.56% | -2.71% | 12.7% | 12.6% |
| Real Estate | XLRE | 1.60% | -5.61% | 3.61% | -9.66% |
| Technology | XLK | 7.31% | 2.46% | 14.3% | 6.27% |
| Utilities | XLU | 3.44% | -6.68% | 1.11% | -14.9% |
| Aerospace & Defense | XAR | 4.12% | -6.43% | -1.90% | -16.9% |
| Biotech | XBI | 2.52% | 3.74% | 18.6% | 13.4% |
| Homebuilder | XHB | 4.44% | -1.04% | 22.2% | 15.0% |
| Retail | XRT | 2.85% | -4.88% | 9.61% | 10.4% |