OTC Markets OTCPK - Delayed Quote USD

UBS (Lux) SS Syst Allc Port Dyn$P4%Inc (0P0001AOPA)

103.03 +0.23 (+0.22%)
At close: November 21 at 3:00 PM EST

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 15.36%
Worst 1Y Total Return --
Best 3Y Total Return 15.36%
Worst 3Y Total Return -3.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001AOPA
Category
YTD
13.49%
0.00%
1-Month
-0.44%
0.00%
3-Month
1.99%
0.00%
1-Year
22.25%
0.00%
3-Year
0.10%
0.00%
5-Year
3.99%
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
0P0001AOPA
Category
2024
--
--
2023
12.35%
--
2022
-22.31%
--
2021
15.36%
--
2020
1.65%
--
2019
12.36%
--
2018
-3.50%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.65% 2.72% 3.09% --
2023 3.71% 4.94% -1.86% 5.19%
2022 -9.27% -9.98% -5.27% 0.41%
2021 4.23% 6.37% -0.67% 4.76%
2020 -13.28% 3.78% 3.22% 9.42%
2019 5.51% 2.33% -1.00% 5.12%
2018 -1.64% 1.04% 3.42% -6.11%
2017 3.44% 4.50% -- --

Rank in Category (By Total Return)

YTD 8
1-Month 19
3-Month 30
1-Year 21
3-Year 64
5-Year 52

Load Adjusted Returns

1-Year 14.91%
3-Year -1.94%
5-Year 2.71%
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) 0.79
Morningstar Risk Rating

Fund Overview

Category --
Fund Family UBS Asset Management (Europe) S.A.
Net Assets --
YTD Return 13.49%
Yield 3.79%
Morningstar Rating
Inception Date Sep 07, 2017

Fund Summary

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