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UBS(Lux) BS Glb Infl Lnkd$ I-A3-acc (0P00014MU0)

133.94 +0.29 (+0.22%)
At close: September 4 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 8
Number of Years Down 1
Best 1Y Total Return 10.34%
Worst 1Y Total Return --
Best 3Y Total Return 10.34%
Worst 3Y Total Return 0.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00014MU0
Category
YTD
2.63%
0.00%
1-Month
2.04%
0.00%
3-Month
3.79%
0.00%
1-Year
5.66%
0.00%
3-Year
0.39%
0.00%
5-Year
2.85%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00014MU0
Category
2024
--
--
2023
5.55%
--
2022
-7.30%
--
2021
3.76%
--
2020
7.28%
--
2019
10.34%
--
2018
1.28%
--
2017
2.95%
--

2016
4.24%
--
2015
0.39%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.22% 0.36% -- --
2023 1.98% -0.45% -1.33% 5.37%
2022 -2.32% -4.73% -3.58% 3.31%
2021 -0.47% 1.66% 1.64% 0.88%
2020 -4.46% 6.05% 2.70% 3.08%
2019 3.27% 2.88% 1.79% 2.02%
2018 0.46% 0.34% 0.05% 0.43%
2017 0.33% 0.47% 1.10% 1.02%
2016 2.41% 1.85% 0.93% -0.97%
2015 2.03% -1.01% -0.33% -0.27%

Rank in Category (By Total Return)

YTD 17
1-Month 14
3-Month 10
1-Year 10
3-Year 14
5-Year 4

Load Adjusted Returns

1-Year 2.49%
3-Year -0.63%
5-Year 2.22%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.57
Morningstar Risk Rating

Fund Overview

Category --
Fund Family UBS Fund Management (Luxembourg) S.A.
Net Assets --
YTD Return 2.63%
Yield 0.00%
Morningstar Rating
Inception Date Dec 10, 2012

Fund Summary

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