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Swiss - Delayed Quote CHF

UBS (CH) Vitainvest - World 50 Sustainable (0P00005VLT.SW)

268.15
+0.49
+(0.18%)
At close: April 30 at 10:00:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 12
Number of Years Down 6
Best 1Y Total Return 12.67%
Worst 1Y Total Return --
Best 3Y Total Return 12.67%
Worst 3Y Total Return -1.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00005VLT.SW
Category
YTD
-1.00%
0.00%
1-Month
-3.01%
0.00%
3-Month
-1.00%
0.00%
1-Year
1.32%
0.00%
3-Year
-0.01%
0.00%
5-Year
3.92%
0.00%
10-Year
2.07%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00005VLT.SW
Category
2025
--
--
2024
7.32%
--
2023
4.58%
--
2022
-14.86%
--
2021
8.51%
--
2020
4.50%
--
2019
12.67%
--
2018
-7.17%
--

2017
8.34%
--
2016
3.02%
--
2015
-0.27%
--
2014
9.06%
--
2013
9.36%
--
2012
7.68%
--
2011
-2.96%
--
2010
5.10%
--
2009
13.07%
--
2008
-20.40%
--
2007
-1.22%
--
2006
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.00% -- -- --
2024 4.87% 0.79% 0.85% 0.67%
2023 2.13% 1.19% -1.95% 3.22%
2022 -5.38% -8.60% -3.86% 2.40%
2021 3.81% 3.25% -0.44% 1.69%
2020 -11.46% 8.02% 2.69% 6.41%
2019 7.38% 1.42% 1.06% 2.37%
2018 -2.08% 0.86% 0.59% -6.55%
2017 2.76% 0.60% 2.21% 2.54%
2016 -1.34% 1.50% 1.73% 1.12%

2015 1.81% -1.95% -2.99% 2.99%
2014 1.41% 2.72% 1.81% 2.83%
2013 4.65% -0.23% 2.09% 2.60%
2012 4.17% -0.81% 3.26% 0.92%
2011 1.23% -2.04% -6.50% 4.66%
2010 3.32% -4.46% 3.69% 2.69%
2009 -3.97% 6.94% 8.22% 1.75%
2008 -8.41% -0.86% -2.41% -10.18%
2007 0.99% 1.30% -0.86% -2.61%
2006 -3.26% 5.14% 2.37% --

Rank in Category (By Total Return)

YTD 81
1-Month 84
3-Month 81
1-Year 74
3-Year 71
5-Year 52

Load Adjusted Returns

1-Year -1.22%
3-Year -0.85%
5-Year 3.39%
10-Year 1.81%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category --
Fund Family UBS Fund Management (Switzerland) AG
Net Assets 4.24B
YTD Return -1.00%
Yield 0.04%
Morningstar Rating
Inception Date Jan 20, 2006

Fund Summary

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