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Frankfurt - Delayed Quote EUR

UBS (Lux) SXS Bal (EUR) Q-dist (0P00016PPN.F)

124.00
+0.19
+(0.15%)
At close: February 18 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return 10.77%
Worst 1Y Total Return --
Best 3Y Total Return 10.77%
Worst 3Y Total Return -0.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00016PPN.F
Category
YTD
2.65%
0.00%
1-Month
2.65%
0.00%
3-Month
3.33%
0.00%
1-Year
8.42%
0.00%
3-Year
1.68%
0.00%
5-Year
3.22%
0.00%
10-Year
2.84%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00016PPN.F
Category
2024
6.36%
--
2023
6.58%
--
2022
-12.10%
--
2021
9.20%
--
2020
4.33%
--
2019
10.77%
--
2018
-7.63%
--
2017
8.32%
--

2016
2.92%
--
2015
0.65%
--
2014
5.59%
--
2013
8.78%
--
2012
9.46%
--
2011
-5.27%
--
2010
6.83%
--
2009
15.41%
--
2008
-24.24%
--
2007
1.05%
--
2006
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.83% 0.83% 2.39% -0.77%
2023 2.15% 1.19% -1.07% 4.23%
2022 -4.90% -7.31% -3.40% 3.23%
2021 3.37% 2.93% 0.41% 2.22%
2020 -14.11% 10.06% 2.80% 7.37%
2019 5.89% 1.55% 0.25% 2.76%
2018 -1.58% 0.71% 0.81% -7.57%
2017 3.04% 1.60% 2.03% 1.41%
2016 -1.83% 0.39% 2.93% 1.46%
2015 4.69% -1.86% -4.25% 2.31%

2014 1.68% 2.11% 0.54% 1.16%
2013 3.73% -0.88% 2.55% 3.16%
2012 5.50% -1.67% 3.82% 1.64%
2011 0.63% -0.62% -9.10% 4.21%
2010 3.30% -3.09% 3.08% 3.53%
2009 -6.20% 10.11% 8.94% 2.58%
2008 -8.27% -2.07% -5.40% -10.85%
2007 0.67% 3.12% -1.29% -1.40%
2006 -3.15% 3.35% 3.54% --

Rank in Category (By Total Return)

YTD 19
1-Month 19
3-Month 59
1-Year 68
3-Year 70
5-Year 52

Load Adjusted Returns

1-Year 4.08%
3-Year 0.30%
5-Year 2.38%
10-Year 2.42%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category --
Fund Family UBS Asset Management (Europe) S.A.
Net Assets 131.2M
YTD Return 2.65%
Yield 0.97%
Morningstar Rating
Inception Date Jan 11, 2006

Fund Summary

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