(UBU9) UBS (Irl) - SP500 - Performance 0.3% in 12m
Compare UBU9 with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
74.60%
#27 in Group
Rel. Strength
47.57%
#4194 in Universe
Total Return 12m
0.28%
#84 in Group
Total Return 5y
90.20%
#61 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: UBU9 (0.3%) 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: UBU9 vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for UBU9
| Total Return (including Dividends) | UBU9 | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -8.64% | -7.04% | -7.04% |
| 3 Months | -18.06% | -10.88% | -10.88% |
| 12 Months | 0.28% | 5.72% | 5.72% |
| 5 Years | 90.20% | 100.77% | 100.77% |
| Trend Score (consistency of price movement) | UBU9 | SPY | S&P 500 |
| 1 Month | -79.0% | -76.1% | -76.1% |
| 3 Months | -86.9% | -86.4% | -86.4% |
| 12 Months | 63.2% | 67.8% | 67.8% |
| 5 Years | 92.5% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #82 | -1.72% | -1.72% |
| 3 Month | #85 | -8.06% | -8.06% |
| 12 Month | #80 | -5.15% | -5.15% |
| 5 Years | #85 | -5.26% | -5.26% |
FAQs
Does UBU9 UBS (Irl) - SP500 outperforms the market?
No,
over the last 12 months UBU9 made 0.28%, while its related Sector, the SPDR SP500 Trust (SPY) made 5.72%.
Over the last 3 months UBU9 made -18.06%, while SPY made -10.88%.
Over the last 3 months UBU9 made -18.06%, while SPY made -10.88%.
Performance Comparison UBU9 vs Indeces and Sectors
UBU9 vs. Indices UBU9 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 8.98% | -1.60% | -2.21% | -5.44% |
| US NASDAQ 100 | QQQ | 9.47% | -0.78% | -2.12% | -3.38% |
| US Dow Jones Industrial 30 | DIA | 7.08% | -3.47% | -4.18% | -6.40% |
| German DAX 40 | DAX | -3.52% | -0.59% | -20.8% | -19.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.98% | -0.89% | -7.06% | -7.67% |
| Hongkong Hang Seng | HSI | 1.31% | 2.51% | -3.60% | -15.9% |
| India NIFTY 50 | INDA | 4.97% | -12.1% | -1.63% | -0.40% |
| Brasil Bovespa | EWZ | 4.47% | -2.36% | -2.53% | 11.2% |
UBU9 vs. Sectors UBU9 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 9.17% | -1.06% | -10.4% | -13.0% |
| Consumer Discretionary | XLY | 10.6% | -2.42% | -4.42% | -7.06% |
| Consumer Staples | XLP | 3.72% | -8.53% | -9.86% | -12.2% |
| Energy | XLE | 8.02% | 3.28% | -1.15% | 13.1% |
| Financial | XLF | 6.27% | -3.77% | -10.1% | -19.1% |
| Health Care | XLV | 6.57% | -1.86% | -1.02% | 0.42% |
| Industrial | XLI | 6.48% | -2.67% | -1.58% | -3.61% |
| Materials | XLB | 5.48% | -1.20% | 5.21% | 8.22% |
| Real Estate | XLRE | 3.23% | -3.65% | -1.93% | -14.1% |
| Technology | XLK | 9.67% | 1.19% | 3.82% | 3.50% |
| Utilities | XLU | 3.46% | -6.53% | -6.44% | -26.1% |
| Aerospace & Defense | XAR | 4.32% | -8.03% | -11.6% | -22.9% |
| Biotech | XBI | 4.46% | 6.26% | 13.7% | 12.4% |
| Homebuilder | XHB | 9.59% | 0.57% | 17.2% | 12.0% |
| Retail | XRT | 9.22% | -2.89% | 5.08% | 7.30% |