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Swiss - Delayed Quote CHF

UBS (CH) Vitainvest - Passive 100 Sust Q (0P0001MXA5.SW)

103.81
+0.37
+(0.36%)
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 2
Number of Years Down 1
Best 1Y Total Return 13.87%
Worst 1Y Total Return --
Best 3Y Total Return 13.87%
Worst 3Y Total Return 2.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001MXA5.SW
Category
YTD
0.02%
0.00%
1-Month
-4.23%
0.00%
3-Month
0.02%
0.00%
1-Year
3.82%
0.00%
3-Year
3.72%
0.00%
5-Year
0.00%
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
0P0001MXA5.SW
Category
2024
13.87%
--
2023
11.05%
--
2022
-15.74%
--
2021
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.69% 2.87% 1.57% -0.65%
2023 6.26% 3.54% -2.74% 3.77%
2022 -4.50% -11.72% -5.02% 5.24%
2021 6.53% -- -- --

Rank in Category (By Total Return)

YTD 16
1-Month 25
3-Month 16
1-Year 34
3-Year 50
5-Year --

Load Adjusted Returns

1-Year 1.23%
3-Year 2.85%
5-Year --
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category --
Fund Family UBS Fund Management (Switzerland) AG
Net Assets 456.74M
YTD Return 0.02%
Yield 1.74%
Morningstar Rating
Inception Date Sep 13, 2022

Fund Summary

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