(UIMR) UBS(Lux)Fund Solutions - Performance 12.2% in 12m
UIMR performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
63.18%
#77 in Peer-Group
Rel. Strength
61.75%
#2932 in Stock-Universe
Total Return 12m
12.19%
#52 in Peer-Group
Total Return 5y
54.37%
#92 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 135.38 EUR |
| 52 Week Low | 110.59 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 40.89 |
| Buy/Sell Signal +-5 | -1.70 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: UIMR (12.2%) vs VT (13.4%)
5y Drawdown (Underwater) Chart
Top Performer in Eurozone Large-Cap Equity
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 |
|---|---|---|---|---|---|---|---|---|
| EUEA AS iShares II Public |
1.86% | 82.7% | 5887% | - | - | - | - | - |
| ELFB XETRA Deka Oekom Euro |
0.67% | 19.5% | 129% | - | - | - | - | - |
| UET5 XETRA UBS(Lux)Fund Solutions – |
0.49% | 11.5% | 92.6% | - | - | - | - | - |
| SXRT XETRA iShares VII - iShares Core |
0.96% | 11.1% | 84.3% | - | - | - | - | - |
| XESC XETRA Xtrackers EURO STOXX 50 |
0.76% | 10.9% | 84% | - | - | - | - | - |
| ETDD XETRA BNP Paribas Easy Euro Stoxx |
0.71% | 10.8% | 83.8% | - | - | - | - | - |
| EUN2 XETRA iShares II Public |
0.71% | 10.9% | 83.7% | - | - | - | - | - |
| C50 PA Amundi Index Solutions |
0.72% | 10.9% | 83.6% | - | - | - | - | - |
Performance Comparison: UIMR vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for UIMR
| Total Return (including Dividends) | UIMR | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.69% | 3.22% | 3.98% |
| 3 Months | 9.25% | 15.99% | 16.24% |
| 12 Months | 12.19% | 13.38% | 12.66% |
| 5 Years | 54.37% | 83.74% | 109.18% |
| Trend Score (consistency of price movement) | UIMR | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 63.2% | 90.4% | 91.4% |
| 3 Months | 31.9% | 97.8% | 97.5% |
| 12 Months | 84.6% | 61.4% | 46.7% |
| 5 Years | 73.4% | 72.4% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th12.90 | -3.12% | -3.90% |
| 3 Month | %th9.68 | -5.65% | -5.84% |
| 12 Month | %th59.68 | -0.87% | -0.23% |
| 5 Years | %th7.26 | -17.21% | -27.43% |
FAQs
Does UBS(Lux)Fund Solutions (UIMR) outperform the market?
No,
over the last 12 months UIMR made 12.19%, while its related Sector, the Vanguard Total World Stock (VT) made 13.38%.
Over the last 3 months UIMR made 9.25%, while VT made 15.99%.
Performance Comparison UIMR vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
UIMR vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.4% | -3.3% | 1.6% | -0% |
| US NASDAQ 100 | QQQ | -0.5% | -3.5% | -0.9% | -1% |
| German DAX 40 | DAX | -0.1% | -1.3% | -9.1% | -17% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.9% | -4.5% | -0.4% | -8% |
| Hongkong Hang Seng | HSI | -1.2% | -1.9% | -19.8% | -22% |
| India NIFTY 50 | INDA | 1.1% | 0% | 1.7% | 15% |
| Brasil Bovespa | EWZ | 4.8% | 4.2% | -11.6% | 12% |
UIMR vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.3% | -2.2% | -3.1% | -13% |
| Consumer Discretionary | XLY | -1.5% | -3.4% | 8.8% | -5% |
| Consumer Staples | XLP | 1.8% | 0.4% | 2.5% | 4% |
| Energy | XLE | -2% | -0.5% | 11.3% | 13% |
| Financial | XLF | 0.6% | -3.7% | -0.2% | -12% |
| Health Care | XLV | -0.2% | 0.7% | 12.2% | 19% |
| Industrial | XLI | -1.1% | -4.8% | -3.5% | -10% |
| Materials | XLB | -0.3% | -3.1% | 2.9% | 9% |
| Real Estate | XLRE | -0.6% | -0% | 3.3% | 4% |
| Technology | XLK | 0% | -4.7% | -3.1% | 2% |
| Utilities | XLU | -0.6% | -2.2% | -1.4% | -10% |
| Aerospace & Defense | XAR | -2.7% | -9.2% | -19% | -38% |
| Biotech | XBI | -5.3% | -5.2% | 7.7% | 24% |
| Homebuilder | XHB | -2.5% | -8.6% | 11.8% | 16% |
| Retail | XRT | -0.8% | -4.4% | 4.9% | 5% |
UIMR vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.4% | 4.47% | 16.9% | 18% |
| Natural Gas | UNG | -0.9% | 10.6% | 26.7% | 7% |
| Gold | GLD | 0.1% | 1.9% | -15.2% | -25% |
| Silver | SLV | -3.3% | -4.2% | -17.8% | -11% |
| Copper | CPER | -9.8% | -12.8% | -16.3% | -10% |
UIMR vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.9% | 0.1% | 7% | 16% |
| iShares High Yield Corp. Bond | HYG | 0.3% | -0.5% | 4.7% | 3% |