(UIMA) UBS SICAV - MSCI - Performance 5.5% in 12m
Compare UIMA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
73.87%
#23 in Group
Rel. Strength
60.17%
#3086 in Universe
Total Return 12m
5.49%
#23 in Group
Total Return 5y
86.46%
#18 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: UIMA (5.5%) vs VT (4.3%)
5y Drawdown (Underwater) Chart
Top Performers in Europe 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 |
|---|---|---|---|---|---|---|---|---|
| CEMR XETRA iShares Edge MSCI Europe |
-6.22% | 12.1% | 93% | - | - | - | - | - |
| SLMC SW iShares MSCI Europe ESG |
-4.74% | 7.6% | 90.5% | - | - | - | - | - |
| IBC0 XETRA iShares Edge MSCI Europe |
-6.42% | 7.81% | 93.9% | - | - | - | - | - |
| VWCG XETRA Vanguard FTSE Developed |
-6.46% | 5.91% | 87.3% | - | - | - | - | - |
| VGEU XETRA Vanguard FTSE Developed |
-6.86% | 5.72% | 87% | - | - | - | - | - |
| VEUR AS Vanguard FTSE Developed |
-6.9% | 5.71% | 87% | - | - | - | - | - |
| IQQY XETRA iShares MSCI Europe Dist |
-7.14% | 5.5% | 86.1% | - | - | - | - | - |
| EUNK XETRA iShares Core MSCI Europe |
-7.23% | 5.22% | 86.5% | - | - | - | - | - |
Performance Comparison: UIMA vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for UIMA
| Total Return (including Dividends) | UIMA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | -6.94% | -5.47% | -7.79% |
| 3 Months | 4.19% | -4.80% | -9.06% |
| 12 Months | 5.49% | 4.32% | 4.64% |
| 5 Years | 86.46% | 94.82% | 117.94% |
| Trend Score (consistency of price movement) | UIMA | VT | S&P 500 |
| 1 Month | -40.6% | -14.2% | -5.5% |
| 3 Months | 61.8% | -28.3% | -61.9% |
| 12 Months | 58.0% | 83.9% | 82.8% |
| 5 Years | 91.6% | 72.8% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #29 | -1.56% | 0.92% |
| 3 Month | #7 | 9.44% | 14.6% |
| 12 Month | #17 | 1.13% | 0.81% |
| 5 Years | #19 | -4.29% | -14.4% |
FAQs
Does UIMA UBS SICAV - MSCI outperforms the market?
Yes,
over the last 12 months UIMA made 5.49%, while its related Sector, the Vanguard Total World Stock (VT) made 4.32%.
Over the last 3 months UIMA made 4.19%, while VT made -4.80%.
Over the last 3 months UIMA made 4.19%, while VT made -4.80%.
Performance Comparison UIMA vs Indeces and Sectors
UIMA vs. Indices UIMA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.20% | 0.85% | 7.07% | 0.85% |
| US NASDAQ 100 | QQQ | 2.27% | 2.26% | 8.32% | 2.93% |
| US Dow Jones Industrial 30 | DIA | 0.03% | -0.90% | 4.97% | 0.24% |
| German DAX 40 | DAX | 0.08% | -0.62% | -11.8% | -12.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.52% | -6.14% | 17.3% | -2.61% |
| Hongkong Hang Seng | HSI | -2.31% | -7.92% | 10.6% | -11.0% |
| India NIFTY 50 | INDA | -2.98% | -14.0% | 12.3% | 5.74% |
| Brasil Bovespa | EWZ | -4.16% | -16.0% | 7.91% | 16.8% |
UIMA vs. Sectors UIMA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.04% | 1.16% | -1.33% | -7.51% |
| Consumer Discretionary | XLY | 1.90% | 2.69% | 4.06% | -1.61% |
| Consumer Staples | XLP | -5.66% | -5.66% | -0.13% | -7.42% |
| Energy | XLE | 2.44% | -6.48% | 6.71% | 13.2% |
| Financial | XLF | 0.80% | 0.55% | -4.89% | -10.8% |
| Health Care | XLV | -2.89% | -3.00% | 6.93% | 4.51% |
| Industrial | XLI | 1.14% | -0.87% | 7.91% | 3.35% |
| Materials | XLB | -0.05% | -2.91% | 13.6% | 14.3% |
| Real Estate | XLRE | -2.69% | -1.34% | 7.41% | -4.42% |
| Technology | XLK | 3.54% | 3.62% | 14.3% | 10.7% |
| Utilities | XLU | -6.11% | -7.13% | 3.79% | -19.4% |
| Aerospace & Defense | XAR | 0.82% | -3.55% | 2.13% | -9.70% |
| Biotech | XBI | 4.48% | 1.77% | 21.3% | 19.5% |
| Homebuilder | XHB | 2.89% | - | 27.2% | 20.3% |
| Retail | XRT | 2.25% | 1.59% | 13.8% | 17.1% |