(AW16) UBS (Irl) - MSCI USA - Performance 1.4% in 12m
Compare AW16 with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
38.01%
#136 in Group
Rel. Strength
50.53%
#3832 in Universe
Total Return 12m
1.39%
#102 in Group
Total Return 5y
24.17%
#128 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: AW16 (1.4%) 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: AW16 vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for AW16
| Total Return (including Dividends) | AW16 | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -13.77% | -7.79% | -7.79% |
| 3 Months | -17.17% | -9.06% | -9.06% |
| 12 Months | 1.39% | 4.64% | 4.64% |
| 5 Years | 24.17% | 117.94% | 117.94% |
| Trend Score (consistency of price movement) | AW16 | SPY | S&P 500 |
| 1 Month | -0.90% | -5.5% | -5.5% |
| 3 Months | -77.0% | -61.9% | -61.9% |
| 12 Months | 77.1% | 82.8% | 82.8% |
| 5 Years | 47.2% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #133 | -6.49% | -6.49% |
| 3 Month | #139 | -8.92% | -8.92% |
| 12 Month | #104 | -3.11% | -3.11% |
| 5 Years | #135 | -15.7% | -15.7% |
FAQs
Does AW16 UBS (Irl) - MSCI USA outperforms the market?
No,
over the last 12 months AW16 made 1.39%, while its related Sector, the SPDR SP500 Trust (SPY) made 4.64%.
Over the last 3 months AW16 made -17.17%, while SPY made -9.06%.
Over the last 3 months AW16 made -17.17%, while SPY made -9.06%.
Performance Comparison AW16 vs Indeces and Sectors
AW16 vs. Indices AW16 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.79% | -5.98% | -2.20% | -3.25% |
| US NASDAQ 100 | QQQ | -0.72% | -4.57% | -0.95% | -1.17% |
| US Dow Jones Industrial 30 | DIA | -2.96% | -7.73% | -4.30% | -3.86% |
| German DAX 40 | DAX | -2.91% | -7.45% | -21.1% | -16.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.51% | -13.0% | 8.02% | -6.71% |
| Hongkong Hang Seng | HSI | -5.30% | -14.8% | 1.34% | -15.1% |
| India NIFTY 50 | INDA | -5.97% | -20.8% | 3.0% | 1.64% |
| Brasil Bovespa | EWZ | -7.15% | -22.8% | -1.36% | 12.7% |
AW16 vs. Sectors AW16 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.95% | -5.67% | -10.6% | -11.6% |
| Consumer Discretionary | XLY | -1.09% | -4.14% | -5.21% | -5.71% |
| Consumer Staples | XLP | -8.65% | -12.5% | -9.40% | -11.5% |
| Energy | XLE | -0.55% | -13.3% | -2.56% | 9.12% |
| Financial | XLF | -2.19% | -6.28% | -14.2% | -14.9% |
| Health Care | XLV | -5.88% | -9.83% | -2.34% | 0.41% |
| Industrial | XLI | -1.85% | -7.70% | -1.36% | -0.75% |
| Materials | XLB | -3.04% | -9.74% | 4.32% | 10.2% |
| Real Estate | XLRE | -5.68% | -8.17% | -1.86% | -8.52% |
| Technology | XLK | 0.55% | -3.21% | 5.0% | 6.60% |
| Utilities | XLU | -9.10% | -14.0% | -5.48% | -23.5% |
| Aerospace & Defense | XAR | -2.17% | -10.4% | -7.14% | -13.8% |
| Biotech | XBI | 1.49% | -5.06% | 12.1% | 15.4% |
| Homebuilder | XHB | -0.10% | -6.83% | 17.9% | 16.2% |
| Retail | XRT | -0.74% | -5.24% | 4.49% | 13.0% |