Swiss - Delayed Quote CHF
UBS (CH) Institutional Fund 2 - Equities Global ESG Leaders Passive II (0P0001NR6Z.SW)
1,060.45
+25.08
+(2.42%)
At close: May 2 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 | 26.93% |
| Worst 1Y Total Return | -- |
| Best 3Y Total Return | 26.93% |
| Worst 3Y Total Return | 6.06% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001NR6Z.SW
Category
- YTD
- -6.42%
- 0.00%
- 1-Month
- -6.74%
- 0.00%
- 3-Month
- -6.42%
- 0.00%
- 1-Year
- 0.96%
- 0.00%
- 3-Year
- 5.58%
- 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
0P0001NR6Z.SW
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 17.66% | 2.67% | -1.25% | 6.40% |
| 2023 | 6.93% | 4.83% | -0.85% | 3.01% |
| 2022 | -5.14% | -12.29% | -4.86% | 3.72% |
Rank in Category (By Total Return)
| YTD | 90 |
| 1-Month | 82 |
| 3-Month | 90 |
| 1-Year | 66 |
| 3-Year | 21 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | -2.07% |
| 3-Year | 4.52% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 90 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | UBS Fund Management (Switzerland) AG |
| Net Assets | 373.84M |
| YTD Return | -6.42% |
| Yield | -- |
| Morningstar Rating | |
| Inception Date | Nov 22, 2021 |
Fund Summary
Fund Summary Information Not Available
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