OTC Markets OTCPK - Delayed Quote USD
UBS (TW) Multi Asset Risk Controlled Sustainable Fund (0P0001PY7C)
As of September 30 at 4:00 PM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.70% |
| 5y Average Return | 0.00% |
| Number of Years Up | 1 |
| Number of Years Down | -- |
| Best 1Y Total Return (Sep 30, 2024) | 13.03% |
| Worst 1Y Total Return (Sep 30, 2024) | -- |
| Best 3Y Total Return | 13.03% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001PY7C
Category
- YTD
- 6.02%
- 0.00%
- 1-Month
- 0.46%
- 0.00%
- 3-Month
- 4.47%
- 0.00%
- 1-Year
- 10.73%
- 0.00%
- 3-Year
- 0.00%
- 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
0P0001PY7C
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.88% | 0.56% | -- | -- |
| 2023 | 5.70% | 2.18% | -3.96% | 8.95% |
Rank in Category (By Total Return)
| YTD | 72 |
| 1-Month | 98 |
| 3-Month | 39 |
| 1-Year | 81 |
| 3-Year | -- |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 7.41% |
| 3-Year | -- |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 8.70% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 72 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | -- |
| Fund Family | UBS Securities Invmt Advisory (TW) Ltd |
| Net Assets | -- |
| YTD Return | 6.02% |
| Yield | 5.38% |
| Morningstar Rating | -- |
| Inception Date | Nov 04, 2022 |
Fund Summary
Fund Summary Information Not Available
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