UIM5 Performance & Benchmarks - 5.1% in 12m
The Total Return for 3m is 3.8%, for 6m -1.7% and YTD 1.1%. Compare with Peer-Group: Japan Large-Cap Blend Equity
Performance Rating
57.85%
#12 in Peer-Group
Rel. Strength
48.48%
#3943 in Stock-Universe
Total Return 12m
5.10%
#19 in Peer-Group
Total Return 5y
50.49%
#33 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 53.12 EUR |
| 52 Week Low | 42.97 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 65.60 |
| Buy/Sell Signal +-5 | -2.02 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: UIM5 (5.1%) vs VT (15.3%)
5y Drawdown (Underwater) Chart
Top Performer in Japan Large-Cap Blend Equity
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| UIM5 | 0.98% | 1.8% | 3.75% |
| EUNN | -0.56% | 1.63% | 4.39% |
| XDJP | -1.68% | -0.32% | 6.84% |
| PRAJ | -0.62% | 1.62% | 3.99% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| UIM5 | -1.65% | 5.1% | 50.5% |
| SJPD | 9.37% | 8.59% | 47.2% |
| EDMJ | 6.42% | 5.40% | 43.0% |
| XDJP | -2.97% | 1.16% | 43.0% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| PRAJ XETRA Amundi Index Solutions |
1.62% | 2.08% | 54.3% | - | - | - | - | - |
| EJAP PA BNP Paribas Easy MSCI Japan |
1.06% | 1.64% | 54% | - | - | - | - | - |
| EJAP XETRA BNP Paribas Easy MSCI Japan |
1.03% | 1.54% | 53.9% | - | - | - | - | - |
| EUNN XETRA iShares Core MSCI Japan IMI |
1.63% | 2.79% | 50.8% | - | - | - | - | - |
| DBXJ XETRA Xtrackers - MSCI Japan |
1.1% | 1.24% | 51.5% | - | - | - | - | - |
| LCUJ XETRA Lyxor Core MSCI Japan (DR) |
1.2% | 1.21% | 51.5% | - | - | - | - | - |
| IJPN AS iShares MSCI Japan Dist |
1.29% | 1.43% | 50.9% | - | - | - | - | - |
| SGAJ XETRA iShares MSCI Japan ESG |
1.06% | 0.36% | 48.8% | - | - | - | - | - |
Performance Comparison: UIM5 vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for UIM5
| Total Return (including Dividends) | UIM5 | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 1.80% | 1.10% | 2.30% |
| 3 Months | 3.75% | 11.97% | 14.32% |
| 12 Months | 5.10% | 15.30% | 16.19% |
| 5 Years | 50.49% | 80.55% | 106.47% |
| Trend Stabilty (consistency of price movement) | UIM5 | VT | S&P 500 |
|---|---|---|---|
| 1 Month | -25.7% | 78.4% | 88.4% |
| 3 Months | 20.9% | 97.3% | 97.4% |
| 12 Months | 59.8% | 63.8% | 49.8% |
| 5 Years | 85.2% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 97 %th | 1.69% | 0.72% |
| 3 Month | 14 %th | -7.34% | -9.24% |
| 12 Month | 78 %th | -10.49% | -10.82% |
| 5 Years | 77 %th | -16.23% | -26.83% |
FAQs
Does UBS(Lux)Fund Solutions (UIM5) outperform the market?
No,
over the last 12 months UIM5 made 5.10%, while its related Sector, the Vanguard Total World Stock (VT) made 15.30%.
Over the last 3 months UIM5 made 3.75%, while VT made 11.97%.
Performance Comparison UIM5 vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
UIM5 vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.4% | -0.5% | -7.3% | -11% |
| US NASDAQ 100 | QQQ | 1% | -0.6% | -10.1% | -16% |
| German DAX 40 | DAX | 1.9% | 1.2% | -11.9% | -24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.8% | -1.3% | -10.8% | -15% |
| Hongkong Hang Seng | HSI | 1.8% | -2.4% | -29.8% | -36% |
| India NIFTY 50 | INDA | 3.6% | 7.3% | -4.9% | 13% |
| Brasil Bovespa | EWZ | 3.1% | 9.8% | -8.4% | 3% |
UIM5 vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.1% | 2.8% | -7.1% | -21% |
| Consumer Discretionary | XLY | 1.6% | -0.1% | 2.5% | -14% |
| Consumer Staples | XLP | 2.9% | 3.3% | -3.9% | 0% |
| Energy | XLE | 1.2% | -1% | -2.8% | 8% |
| Financial | XLF | 2.3% | 1.8% | -4.1% | -16% |
| Health Care | XLV | 4.9% | 5% | 8.8% | 16% |
| Industrial | XLI | 1.9% | -1.2% | -12.2% | -16% |
| Materials | XLB | 4.9% | 1.9% | -1.4% | 8% |
| Real Estate | XLRE | 4.2% | 1.8% | -3.2% | 1% |
| Technology | XLK | 0.5% | -2% | -15.9% | -16% |
| Utilities | XLU | -0.7% | -3.1% | -13.2% | -16% |
| Aerospace & Defense | XAR | 2.4% | -0.9% | -25.3% | -39% |
| Biotech | XBI | 3.1% | -1.5% | 5.9% | 19% |
| Homebuilder | XHB | 4.4% | -1.6% | 3.9% | 18% |
| Retail | XRT | 4.8% | -0% | 0.1% | 4% |
UIM5 vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.6% | -7.06% | -3.66% | 3% |
| Natural Gas | UNG | 2.9% | 12.9% | 14.4% | 5% |
| Gold | GLD | 3.3% | 2.4% | -18.8% | -29% |
| Silver | SLV | 7.1% | 0.3% | -18.5% | -21% |
| Copper | CPER | 25.1% | 15% | -3.9% | 0% |
UIM5 vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.2% | 2.9% | -2.8% | 10% |
| iShares High Yield Corp. Bond | HYG | 1.1% | 1.7% | -5.4% | -3% |