(UBU3) UBS Irl - MSCI USA - Performance 0.5% in 12m
Compare UBU3 with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
73.87%
#50 in Group
Rel. Strength
47.91%
#4167 in Universe
Total Return 12m
0.45%
#59 in Group
Total Return 5y
89.74%
#63 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: UBU3 (0.5%) vs SPY (5.7%)
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 |
-8.69% | 0.55% | 101% | - | - | - | - | - |
| D500 XETRA Invesco SP500 Dis |
-8.66% | 0.44% | 101% | - | - | - | - | - |
| IUSA XETRA iShares Core SP500 USD |
-7.14% | 2.06% | 95.3% | - | - | - | - | - |
| VUAA XETRA Vanguard SP500 Acc |
-7.12% | 1.98% | 93.8% | - | - | - | - | - |
| LYSP5 SW Lyxor SP500 - D-USD USD |
-4.77% | 7.5% | 103% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-8.65% | 0.39% | 92.4% | - | - | - | - | - |
| D5BM XETRA Xtrackers SP500 Swap 1C |
-8.63% | 0.42% | 92.3% | - | - | - | - | - |
| AUM5 XETRA Amundi Index Solutions |
-8.68% | 0.35% | 92.1% | - | - | - | - | - |
Performance Comparison: UBU3 vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for UBU3
| Total Return (including Dividends) | UBU3 | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -8.77% | -7.04% | -7.04% |
| 3 Months | -18.68% | -10.88% | -10.88% |
| 12 Months | 0.45% | 5.72% | 5.72% |
| 5 Years | 89.74% | 100.77% | 100.77% |
| Trend Score (consistency of price movement) | UBU3 | SPY | S&P 500 |
| 1 Month | -78.8% | -76.1% | -76.1% |
| 3 Months | -86.6% | -86.4% | -86.4% |
| 12 Months | 63.5% | 67.8% | 67.8% |
| 5 Years | 90.6% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #110 | -1.86% | -1.86% |
| 3 Month | #115 | -8.74% | -8.74% |
| 12 Month | #56 | -4.99% | -4.99% |
| 5 Years | #87 | -5.50% | -5.50% |
FAQs
Does UBU3 UBS Irl - MSCI USA outperforms the market?
No,
over the last 12 months UBU3 made 0.45%, while its related Sector, the SPDR SP500 Trust (SPY) made 5.72%.
Over the last 3 months UBU3 made -18.68%, while SPY made -10.88%.
Over the last 3 months UBU3 made -18.68%, while SPY made -10.88%.
Performance Comparison UBU3 vs Indeces and Sectors
UBU3 vs. Indices UBU3 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 9.08% | -1.73% | -2.20% | -5.27% |
| US NASDAQ 100 | QQQ | 9.57% | -0.91% | -2.11% | -3.21% |
| US Dow Jones Industrial 30 | DIA | 7.18% | -3.60% | -4.17% | -6.23% |
| German DAX 40 | DAX | -3.42% | -0.72% | -20.8% | -18.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.08% | -1.02% | -7.05% | -7.50% |
| Hongkong Hang Seng | HSI | 1.41% | 2.38% | -3.59% | -15.7% |
| India NIFTY 50 | INDA | 5.07% | -12.2% | -1.62% | -0.23% |
| Brasil Bovespa | EWZ | 4.57% | -2.49% | -2.52% | 11.4% |
UBU3 vs. Sectors UBU3 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 9.27% | -1.19% | -10.4% | -12.8% |
| Consumer Discretionary | XLY | 10.7% | -2.55% | -4.41% | -6.89% |
| Consumer Staples | XLP | 3.82% | -8.66% | -9.85% | -12.0% |
| Energy | XLE | 8.12% | 3.15% | -1.14% | 13.3% |
| Financial | XLF | 6.37% | -3.90% | -10.1% | -18.9% |
| Health Care | XLV | 6.67% | -1.99% | -1.01% | 0.59% |
| Industrial | XLI | 6.58% | -2.80% | -1.57% | -3.44% |
| Materials | XLB | 5.58% | -1.33% | 5.22% | 8.39% |
| Real Estate | XLRE | 3.33% | -3.78% | -1.92% | -13.9% |
| Technology | XLK | 9.77% | 1.06% | 3.83% | 3.67% |
| Utilities | XLU | 3.56% | -6.66% | -6.43% | -25.9% |
| Aerospace & Defense | XAR | 4.42% | -8.16% | -11.6% | -22.7% |
| Biotech | XBI | 4.56% | 6.13% | 13.7% | 12.6% |
| Homebuilder | XHB | 9.69% | 0.44% | 17.2% | 12.1% |
| Retail | XRT | 9.32% | -3.02% | 5.09% | 7.47% |