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Swiss - Delayed Quote CHF

UBS (CH) Vitainvest - Swiss 75 Sus U (0P0001703L.SW)

138.34
+0.32
+(0.23%)
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 7
Number of Years Down 2
Best 1Y Total Return 21.67%
Worst 1Y Total Return --
Best 3Y Total Return 21.67%
Worst 3Y Total Return -1.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001703L.SW
Category
YTD
4.22%
0.00%
1-Month
-2.30%
0.00%
3-Month
4.22%
0.00%
1-Year
6.23%
0.00%
3-Year
1.79%
0.00%
5-Year
6.18%
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
0P0001703L.SW
Category
2025
--
--
2024
7.15%
--
2023
5.75%
--
2022
-15.25%
--
2021
15.37%
--
2020
3.31%
--
2019
21.67%
--
2018
-8.74%
--

2017
14.01%
--
2016
0.05%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 4.22% -- -- --
2024 5.13% 2.45% 1.70% -2.18%
2023 3.96% 1.98% -2.67% 2.48%
2022 -5.11% -10.25% -4.12% 3.80%
2021 4.08% 6.72% -1.59% 5.53%
2020 -11.63% 8.19% 2.30% 5.62%
2019 10.93% 4.08% 1.62% 3.69%
2018 -4.18% 0.77% 2.78% -8.05%
2017 5.53% 3.48% 2.15% 2.20%
2016 -4.73% 2.32% 1.97% 0.65%

Rank in Category (By Total Return)

YTD 8
1-Month 26
3-Month 8
1-Year 9
3-Year 56
5-Year 57

Load Adjusted Returns

1-Year 3.57%
3-Year 0.94%
5-Year 5.65%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.71
Morningstar Risk Rating

Fund Overview

Category --
Fund Family UBS Fund Management (Switzerland) AG
Net Assets 611.01M
YTD Return 4.22%
Yield 0.38%
Morningstar Rating
Inception Date Nov 05, 2015

Fund Summary

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