(UBSG) UBS - Performance 2.2% in 12m
Compare UBSG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
80.52%
#30 in Group
Rel. Strength
45.88%
#4348 in Universe
Total Return 12m
2.20%
#69 in Group
Total Return 5y
192.70%
#30 in Group
P/E 17.5
90th Percentile in Group
P/E Forward 14.1
96th Percentile in Group
PEG 0.40
4th Percentile in Group
FCF Yield 6.65%
63th Percentile in Group
12m Total Return: UBSG (2.2%) vs XLF (19.3%)
5y Drawdown (Underwater) Chart
Top Performers in Diversified Banks
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 |
|---|---|---|---|---|---|---|---|---|
| BCP LS Banco Comercial Portugues |
-0.77% | 87.4% | 542% | 8.93 | 7.34 | 1.86 | 18.0% | - |
| NWG NYSE Natwest |
5.67% | 83.5% | 509% | 9.11 | 7.79 | 0.55 | 49.9% | 33.8% |
| MUFG NYSE Mitsubishi UFJ Financial |
-16.3% | 24% | 266% | 10.3 | 8.99 | 0.81 | 50.6% | 8.83% |
| SMFG NYSE Sumitomo Mitsui Financial |
-14.5% | 24.5% | 222% | 9.43 | 8.94 | 0.73 | 68.5% | 52.7% |
| GGAL NASDAQ Grupo Financiero Galicia |
7.57% | 132% | 1241% | 5.16 | 3.47 | 0.75 | 58.5% | 257% |
| SUPV NYSE Grupo Supervielle |
5.04% | 182% | 1092% | 12.9 | - | 0.29 | 65.0% | 115% |
| MFG NYSE Mizuho Financial |
-15.5% | 30.1% | 159% | 9.65 | 8.66 | 0.76 | 34.3% | 87.7% |
| BMA NYSE Banco Macro |
10.9% | 109% | 760% | 13.3 | 3.1 | 0.9 | 51.2% | 477% |
Performance Comparison: UBSG vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for UBSG
| Total Return (including Dividends) | UBSG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -14.89% | -4.78% | -4.31% |
| 3 Months | -20.93% | -6.25% | -7.85% |
| 12 Months | 2.20% | 19.30% | 10.76% |
| 5 Years | 192.70% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | UBSG | XLF | S&P 500 |
| 1 Month | -40.4% | -30.6% | -35.6% |
| 3 Months | -89.4% | -83.1% | -89.7% |
| 12 Months | 37.3% | 84.9% | 58.3% |
| 5 Years | 96.1% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #73 | -10.6% | -11.1% |
| 3 Month | #72 | -15.7% | -14.2% |
| 12 Month | #68 | -14.3% | -7.73% |
| 5 Years | #31 | 24.8% | 41.9% |
FAQs
Does UBSG UBS outperforms the market?
No,
over the last 12 months UBSG made 2.20%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months UBSG made -20.93%, while XLF made -6.25%.
Over the last 3 months UBSG made -20.93%, while XLF made -6.25%.
Performance Comparison UBSG vs Indeces and Sectors
UBSG vs. Indices UBSG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.25% | -10.6% | -5.33% | -8.56% |
| US NASDAQ 100 | QQQ | -2.21% | -10.7% | -5.33% | -9.81% |
| US Dow Jones Industrial 30 | DIA | 1.82% | -9.11% | -5.59% | -4.78% |
| German DAX 40 | DAX | 2.41% | -11.1% | -23.8% | -21.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 6.28% | -11.4% | -3.91% | -6.42% |
| Hongkong Hang Seng | HSI | 2.02% | -12.0% | -7.20% | -11.8% |
| India NIFTY 50 | INDA | 7.18% | -16.5% | -6.93% | 0.40% |
| Brasil Bovespa | EWZ | - | -16.9% | -9.83% | 7.70% |
UBSG vs. Sectors UBSG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.11% | -9.31% | -14.1% | -20.2% |
| Consumer Discretionary | XLY | -2.60% | -10.9% | -8.49% | -12.2% |
| Consumer Staples | XLP | 7.21% | -17.6% | -10.7% | -7.29% |
| Energy | XLE | 3.10% | -3.26% | -2.90% | 14.1% |
| Financial | XLF | 1.71% | -10.1% | -13.4% | -17.1% |
| Health Care | XLV | 2.77% | -9.92% | -3.32% | 1.94% |
| Industrial | XLI | 1.58% | -10.8% | -5.68% | -4.71% |
| Materials | XLB | 3.00% | -10.4% | 1.56% | 7.54% |
| Real Estate | XLRE | 4.58% | -13.0% | -3.18% | -12.9% |
| Technology | XLK | -4.06% | -10.4% | -0.46% | -4.04% |
| Utilities | XLU | 3.90% | -16.6% | -8.43% | -18.2% |
| Aerospace & Defense | XAR | 0.19% | -14.6% | -16.6% | -24.8% |
| Biotech | XBI | 0.62% | -7.05% | 7.76% | 4.45% |
| Homebuilder | XHB | 1.50% | -8.87% | 9.65% | 10.2% |
| Retail | XRT | 2.54% | -12.0% | -1.21% | 5.82% |