(UIMR) UBS (Lux) Fund - Performance 8.8% in 12m
Compare UIMR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
65.40%
#53 in Group
Rel. Strength
63.72%
#2898 in Universe
Total Return 12m
8.79%
#16 in Group
Total Return 5y
66.52%
#65 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: UIMR (8.8%) vs VT (5.4%)
5y Drawdown (Underwater) Chart
Top Performers in Eurozone Large-Cap 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 |
|---|---|---|---|---|---|---|---|---|
| ELFB XETRA Deka Oekom Euro |
-7.28% | 13.5% | 148% | - | - | - | - | - |
| H4ZA XETRA HSBC EURO STOXX 50 |
-8.69% | 5.29% | 105% | - | - | - | - | - |
| UET5 XETRA UBS(Lux)Fund Solutions – |
-7.85% | 6.13% | 114% | - | - | - | - | - |
| ETDD XETRA BNP Paribas Easy Euro Stoxx |
-8.76% | 2.59% | 98.9% | - | - | - | - | - |
| CSSX5E SW iShares VII - iShares Core |
-8.75% | 2.72% | 99.3% | - | - | - | - | - |
| DXSA XETRA Xtrackers - Euro Stoxx |
-6.08% | 10.7% | 81.2% | - | - | - | - | - |
| EUN2 XETRA iShares II Public |
-8.63% | 2.85% | 99.1% | - | - | - | - | - |
| SXRT XETRA iShares VII - iShares Core |
-8.65% | 2.84% | 99.3% | - | - | - | - | - |
Performance Comparison: UIMR vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for UIMR
| Total Return (including Dividends) | UIMR | VT | S&P 500 |
|---|---|---|---|
| 1 Month | -6.11% | -6.92% | -8.88% |
| 3 Months | -2.99% | -9.19% | -14.53% |
| 12 Months | 8.79% | 5.36% | 4.14% |
| 5 Years | 66.52% | 82.05% | 98.04% |
| Trend Score (consistency of price movement) | UIMR | VT | S&P 500 |
| 1 Month | -80.4% | -75.3% | -74.2% |
| 3 Months | -32.7% | -84.7% | -89.4% |
| 12 Months | 74.6% | 65.8% | 64% |
| 5 Years | 73.8% | 72.5% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #16 | -0.68% | 0.59% |
| 3 Month | #44 | 5.17% | 10.8% |
| 12 Month | #17 | 1.66% | 1.98% |
| 5 Years | #75 | -9.94% | -17.9% |
FAQs
Does UIMR UBS (Lux) Fund outperforms the market?
Yes,
over the last 12 months UIMR made 8.79%, while its related Sector, the Vanguard Total World Stock (VT) made 5.36%.
Over the last 3 months UIMR made -2.99%, while VT made -9.19%.
Over the last 3 months UIMR made -2.99%, while VT made -9.19%.
Performance Comparison UIMR vs Indeces and Sectors
UIMR vs. Indices UIMR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.62% | 2.77% | 12.3% | 4.65% |
| US NASDAQ 100 | QQQ | 6.27% | 3.68% | 13.3% | 4.75% |
| US Dow Jones Industrial 30 | DIA | 6.76% | 2.90% | 11.4% | 7.37% |
| German DAX 40 | DAX | -0.18% | 1.24% | -7.81% | -9.20% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.47% | -2.55% | 6.49% | 0.98% |
| Hongkong Hang Seng | HSI | 0.82% | 2.07% | 7.54% | -5.15% |
| India NIFTY 50 | INDA | -2.92% | -9.08% | 5.92% | 5.91% |
| Brasil Bovespa | EWZ | 0.18% | -0.95% | 7.35% | 21.0% |
UIMR vs. Sectors UIMR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.97% | 3.27% | 3.36% | -3.27% |
| Consumer Discretionary | XLY | 6.10% | 2.25% | 9.36% | 2.02% |
| Consumer Staples | XLP | 1.71% | -8.87% | 0.22% | -1.92% |
| Energy | XLE | 0.69% | 7.43% | 11.4% | 23.0% |
| Financial | XLF | 4.12% | 1.26% | 3.54% | -4.65% |
| Health Care | XLV | 5.25% | 3.11% | 12.6% | 12.2% |
| Industrial | XLI | 4.48% | 0.99% | 12.0% | 6.38% |
| Materials | XLB | 3.33% | 0.76% | 18.0% | 17.8% |
| Real Estate | XLRE | 1.37% | -2.14% | 8.99% | -4.53% |
| Technology | XLK | 7.08% | 5.93% | 19.7% | 11.4% |
| Utilities | XLU | 3.21% | -3.21% | 6.49% | -9.72% |
| Aerospace & Defense | XAR | 3.89% | -2.96% | 3.48% | -11.8% |
| Biotech | XBI | 2.29% | 7.21% | 24.0% | 18.5% |
| Homebuilder | XHB | 4.21% | 2.43% | 27.6% | 20.2% |
| Retail | XRT | 2.62% | -1.41% | 15.0% | 15.5% |