Swiss - Delayed Quote CHF

UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Dynamic (USD) (0P0001AOP6.SW)

115.55 -0.04 (-0.03%)
At close: August 22 at 10:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return 14.95%
Worst 1Y Total Return --
Best 3Y Total Return 14.95%
Worst 3Y Total Return -4.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001AOP6.SW
Category
YTD
9.23%
0.00%
1-Month
0.29%
0.00%
3-Month
4.36%
0.00%
1-Year
7.69%
0.00%
3-Year
-2.18%
0.00%
5-Year
1.29%
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
0P0001AOP6.SW
Category
2024
--
--
2023
8.57%
--
2022
-23.88%
--
2021
14.95%
--
2020
0.56%
--
2019
9.83%
--
2018
-5.72%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.88% 1.90% -- --
2023 2.83% 4.02% -2.66% 4.27%
2022 -9.44% -10.33% -5.80% -0.50%
2021 4.04% 6.26% -0.71% 4.72%
2020 -13.73% 3.61% 3.05% 9.18%
2019 4.88% 1.71% -1.51% 4.55%
2018 -2.14% 0.52% 2.84% -6.80%
2017 3.09% 4.00% -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 3.38%
3-Year -3.50%
5-Year 0.47%
10-Year --

Performance & Risk

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

Fund Overview

Category --
Fund Family UBS Fund Management (Luxembourg) S.A.
Net Assets --
YTD Return 9.23%
Yield 0.00%
Morningstar Rating --
Inception Date Sep 07, 2017

Fund Summary

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