Swiss - Delayed Quote CHF

UBS(CH)IF Eq CH Large Capped NSL I-B-acc (0P0000A2DK.SW)

223.06 +0.96 (+0.43%)
At close: October 28 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 17
Number of Years Down 8
Best 1Y Total Return 30.05%
Worst 1Y Total Return --
Best 3Y Total Return 30.05%
Worst 3Y Total Return 1.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000A2DK.SW
Category
YTD
12.69%
0.00%
1-Month
-2.04%
0.00%
3-Month
1.56%
0.00%
1-Year
14.45%
0.00%
3-Year
4.51%
0.00%
5-Year
6.99%
0.00%
10-Year
6.53%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000A2DK.SW
Category
2024
--
--
2023
6.96%
--
2022
-14.35%
--
2021
23.62%
--
2020
4.28%
--
2019
30.05%
--
2018
-7.13%
--
2017
17.95%
--

2016
-3.43%
--
2015
1.07%
--
2014
12.82%
--
2013
23.79%
--
2012
18.89%
--
2011
-4.67%
--
2010
1.11%
--
2009
21.99%
--
2008
-32.82%
--
2007
-1.48%
--
2006
17.95%
--
2005
35.87%
--
2004
5.42%
--
2003
20.75%
--
2002
-26.38%
--
2001
-20.61%
--
2000
9.53%
--
1999
6.84%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.74% 3.96% 1.56% --
2023 5.08% 3.02% -2.70% 1.56%
2022 -4.29% -10.50% -4.29% 4.48%
2021 4.61% 9.54% -2.43% 10.57%
2020 -10.99% 9.72% 1.48% 5.22%
2019 13.74% 6.52% 1.91% 5.33%
2018 -5.56% 0.38% 5.65% -7.27%
2017 6.96% 4.62% 2.91% 2.43%
2016 -10.22% 4.74% 1.70% 0.98%
2015 2.86% -2.22% -2.96% 3.56%

2014 4.34% 2.90% 3.35% 1.68%
2013 15.97% -0.07% 4.47% 2.25%
2012 6.61% -0.82% 7.08% 5.01%
2011 0.05% -0.77% -10.55% 7.35%
2010 6.22% -9.50% 2.92% 2.20%
2009 -9.59% 11.19% 17.24% 3.50%
2008 -14.16% -1.87% -4.11% -16.83%
2007 2.74% 4.04% -2.93% -5.04%
2006 6.33% -3.51% 10.28% 4.24%
2005 4.75% 6.87% 10.43% 9.91%
2004 2.74% 1.18% -2.62% 4.15%
2003 -11.34% 19.44% 4.81% 8.81%
2002 4.31% -9.50% -19.46% -3.17%
2001 -11.75% 1.71% -17.01% 6.58%
2000 -1.80% 5.80% -0.46% 5.91%
1999 -0.75% -1.84% 0.06% 9.60%

Rank in Category (By Total Return)

YTD 20
1-Month 91
3-Month 81
1-Year 32
3-Year 7
5-Year 15

Load Adjusted Returns

1-Year 6.83%
3-Year 2.14%
5-Year 5.59%
10-Year 5.87%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category --
Fund Family UBS Asset Management Switzerland AG
Net Assets 2.34B
YTD Return 12.69%
Yield --
Morningstar Rating
Inception Date Sep 26, 2007

Fund Summary

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