(4UBQ) UBS (Irl) - SP500 - Performance 1.9% in 12m
Compare 4UBQ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
75.57%
#93 in Group
Rel. Strength
51.21%
#3779 in Universe
Total Return 12m
1.87%
#94 in Group
Total Return 5y
108.06%
#72 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: 4UBQ (1.9%) 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: 4UBQ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for 4UBQ
| Total Return (including Dividends) | 4UBQ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -12.90% | -7.79% | -7.79% |
| 3 Months | -14.83% | -9.06% | -9.06% |
| 12 Months | 1.87% | 4.64% | 4.64% |
| 5 Years | 108.06% | 117.94% | 117.94% |
| Trend Score (consistency of price movement) | 4UBQ | SPY | S&P 500 |
| 1 Month | 0.10% | -5.5% | -5.5% |
| 3 Months | -72.1% | -61.9% | -61.9% |
| 12 Months | 75.1% | 82.8% | 82.8% |
| 5 Years | 78.9% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #97 | -5.55% | -5.55% |
| 3 Month | #120 | -6.34% | -6.34% |
| 12 Month | #94 | -2.66% | -2.66% |
| 5 Years | #96 | -4.53% | -4.53% |
FAQs
Does 4UBQ UBS (Irl) - SP500 outperforms the market?
No,
over the last 12 months 4UBQ made 1.87%, while its related Sector, the SPDR SP500 Trust (SPY) made 4.64%.
Over the last 3 months 4UBQ made -14.83%, while SPY made -9.06%.
Over the last 3 months 4UBQ made -14.83%, while SPY made -9.06%.
Performance Comparison 4UBQ vs Indeces and Sectors
4UBQ vs. Indices 4UBQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.33% | -5.11% | -0.98% | -2.77% |
| US NASDAQ 100 | QQQ | -0.26% | -3.70% | 0.27% | -0.69% |
| US Dow Jones Industrial 30 | DIA | -2.50% | -6.86% | -3.08% | -3.38% |
| German DAX 40 | DAX | -2.45% | -6.58% | -19.9% | -15.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.05% | -12.1% | 9.24% | -6.23% |
| Hongkong Hang Seng | HSI | -4.84% | -13.9% | 2.56% | -14.7% |
| India NIFTY 50 | INDA | -5.51% | -20.0% | 4.22% | 2.12% |
| Brasil Bovespa | EWZ | -6.69% | -22.0% | -0.14% | 13.2% |
4UBQ vs. Sectors 4UBQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.49% | -4.80% | -9.38% | -11.1% |
| Consumer Discretionary | XLY | -0.63% | -3.27% | -3.99% | -5.23% |
| Consumer Staples | XLP | -8.19% | -11.6% | -8.18% | -11.0% |
| Energy | XLE | -0.09% | -12.4% | -1.34% | 9.60% |
| Financial | XLF | -1.73% | -5.41% | -12.9% | -14.4% |
| Health Care | XLV | -5.42% | -8.96% | -1.12% | 0.89% |
| Industrial | XLI | -1.39% | -6.83% | -0.14% | -0.27% |
| Materials | XLB | -2.58% | -8.87% | 5.54% | 10.7% |
| Real Estate | XLRE | -5.22% | -7.30% | -0.64% | -8.04% |
| Technology | XLK | 1.01% | -2.34% | 6.22% | 7.08% |
| Utilities | XLU | -8.64% | -13.1% | -4.26% | -23.1% |
| Aerospace & Defense | XAR | -1.71% | -9.51% | -5.92% | -13.3% |
| Biotech | XBI | 1.95% | -4.19% | 13.3% | 15.9% |
| Homebuilder | XHB | 0.36% | -5.96% | 19.1% | 16.7% |
| Retail | XRT | -0.28% | -4.37% | 5.71% | 13.4% |