(4UBI) UBS (Irl) - MSCI USA - Performance -0.9% in 12m
Compare 4UBI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
62.52%
#111 in Group
Rel. Strength
47.66%
#4054 in Universe
Total Return 12m
-0.90%
#122 in Group
Total Return 5y
69.84%
#107 in Group
P/E -
(unknown) Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield -
(unknown) Percentile in Group
12m Total Return: 4UBI (-0.9%) vs SPY (4.6%)
5y Drawdown (Underwater) Chart
Top Performers in US Large-Cap Blend 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 |
|---|---|---|---|---|---|---|---|---|
| VUSA XETRA Vanguard SP500 EUR |
-12.8% | 3.4% | 129% | - | - | - | - | - |
| D500 XETRA Invesco SP500 Dis |
-12.9% | 3.29% | 128% | - | - | - | - | - |
| SXR8 XETRA iShares Core SP500 USD |
-7.88% | 9.03% | 130% | - | - | - | - | - |
| S5SD XETRA UBS (Irl) - SP500 ESG |
-12.8% | 1.88% | 132% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-13% | 3.16% | 119% | - | - | - | - | - |
| JREU XETRA JPMorgan s (Ireland) ICAV |
-13% | 2% | 124% | - | - | - | - | - |
| AUM5 XETRA Amundi Index Solutions |
-12.9% | 3.17% | 119% | - | - | - | - | - |
| D5BM XETRA Xtrackers SP500 Swap 1C |
-12.9% | 3.21% | 119% | - | - | - | - | - |
Performance Comparison: 4UBI vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for 4UBI
| Total Return (including Dividends) | 4UBI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -12.19% | -7.79% | -7.79% |
| 3 Months | -15.05% | -9.06% | -9.06% |
| 12 Months | -0.90% | 4.64% | 4.64% |
| 5 Years | 69.84% | 117.94% | 117.94% |
| Trend Score (consistency of price movement) | 4UBI | SPY | S&P 500 |
| 1 Month | -6.30% | -5.5% | -5.5% |
| 3 Months | -82.9% | -61.9% | -61.9% |
| 12 Months | 73.5% | 82.8% | 82.8% |
| 5 Years | 66.1% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #58 | -4.77% | -4.77% |
| 3 Month | #125 | -6.59% | -6.59% |
| 12 Month | #125 | -5.30% | -5.30% |
| 5 Years | #132 | -14.5% | -14.5% |
FAQs
Does 4UBI UBS (Irl) - MSCI USA outperforms the market?
No,
over the last 12 months 4UBI made -0.90%, while its related Sector, the SPDR SP500 Trust (SPY) made 4.64%.
Over the last 3 months 4UBI made -15.05%, while SPY made -9.06%.
Over the last 3 months 4UBI made -15.05%, while SPY made -9.06%.
Performance Comparison 4UBI vs Indeces and Sectors
4UBI vs. Indices 4UBI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.94% | -4.40% | -2.16% | -5.54% |
| US NASDAQ 100 | QQQ | 0.13% | -2.99% | -0.91% | -3.46% |
| US Dow Jones Industrial 30 | DIA | -2.11% | -6.15% | -4.26% | -6.15% |
| German DAX 40 | DAX | -2.06% | -5.87% | -21.1% | -18.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.66% | -11.4% | 8.06% | -9.0% |
| Hongkong Hang Seng | HSI | -4.45% | -13.2% | 1.38% | -17.4% |
| India NIFTY 50 | INDA | -5.12% | -19.3% | 3.04% | -0.65% |
| Brasil Bovespa | EWZ | -6.30% | -21.3% | -1.32% | 10.4% |
4UBI vs. Sectors 4UBI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.10% | -4.09% | -10.6% | -13.9% |
| Consumer Discretionary | XLY | -0.24% | -2.56% | -5.17% | -8.0% |
| Consumer Staples | XLP | -7.80% | -10.9% | -9.36% | -13.8% |
| Energy | XLE | 0.30% | -11.7% | -2.52% | 6.83% |
| Financial | XLF | -1.34% | -4.70% | -14.1% | -17.2% |
| Health Care | XLV | -5.03% | -8.25% | -2.30% | -1.88% |
| Industrial | XLI | -1.0% | -6.12% | -1.32% | -3.04% |
| Materials | XLB | -2.19% | -8.16% | 4.36% | 7.92% |
| Real Estate | XLRE | -4.83% | -6.59% | -1.82% | -10.8% |
| Technology | XLK | 1.40% | -1.63% | 5.04% | 4.31% |
| Utilities | XLU | -8.25% | -12.4% | -5.44% | -25.8% |
| Aerospace & Defense | XAR | -1.32% | -8.80% | -7.10% | -16.1% |
| Biotech | XBI | 2.34% | -3.48% | 12.1% | 13.1% |
| Homebuilder | XHB | 0.75% | -5.25% | 17.9% | 14.0% |
| Retail | XRT | 0.11% | -3.66% | 4.53% | 10.7% |