(UBS) UBS - Performance 10.5% in 12m
Compare UBS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
82.94%
#2 in Group
Rel. Strength
70.45%
#2352 in Universe
Total Return 12m
10.49%
#4 in Group
Total Return 5y
278.04%
#3 in Group
P/E 20.9
67th Percentile in Group
P/E Forward 16.6
25th Percentile in Group
PEG 0.40
33th Percentile in Group
FCF Yield 13.5%
60th Percentile in Group
12m Total Return: UBS (10.5%) vs XLF (21.5%)
5y Drawdown (Underwater) Chart
Top Performers in Diversified Capital Markets
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 |
|---|---|---|---|---|---|---|---|---|
| UBS NYSE UBS |
12.6% | 10.5% | 278% | 20.9 | 16.6 | 0.4 | -13.8% | -1.87% |
Performance Comparison: UBS vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for UBS
| Total Return (including Dividends) | UBS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 12.63% | 5.57% | 2.87% |
| 3 Months | -4.77% | -2.66% | -6.42% |
| 12 Months | 10.49% | 21.52% | 9.87% |
| 5 Years | 278.04% | 150.42% | 107.51% |
| Trend Score (consistency of price movement) | UBS | XLF | S&P 500 |
| 1 Month | 94.5% | 93.3% | 89.4% |
| 3 Months | -73.5% | -60.3% | -72% |
| 12 Months | 37.9% | 81.8% | 49.3% |
| 5 Years | 95.8% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #6 | 6.69% | 9.49% |
| 3 Month | #4 | -2.16% | 1.76% |
| 12 Month | #3 | -9.08% | 0.56% |
| 5 Years | #3 | 51.0% | 82.2% |
FAQs
Does UBS UBS outperforms the market?
No,
over the last 12 months UBS made 10.49%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.52%.
Over the last 3 months UBS made -4.77%, while XLF made -2.66%.
Over the last 3 months UBS made -4.77%, while XLF made -2.66%.
Performance Comparison UBS vs Indeces and Sectors
UBS vs. Indices UBS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.04% | 9.76% | 3.18% | 0.62% |
| US NASDAQ 100 | QQQ | 2.79% | 7.92% | 2.77% | -0.83% |
| US Dow Jones Industrial 30 | DIA | 2.76% | 11.0% | 4.21% | 4.12% |
| German DAX 40 | DAX | 0.92% | -6.65% | -22.4% | -14.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.38% | 6.36% | 3.95% | 4.86% |
| Hongkong Hang Seng | HSI | -0.48% | -3.58% | -6.31% | -1.60% |
| India NIFTY 50 | INDA | 5.43% | 10.4% | 1.28% | 8.16% |
| Brasil Bovespa | EWZ | 0.99% | 1.10% | -6.03% | 17.0% |
UBS vs. Sectors UBS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.86% | 8.96% | -3.0% | -9.84% |
| Consumer Discretionary | XLY | 2.12% | 9.12% | 5.37% | -3.56% |
| Consumer Staples | XLP | 3.41% | 10.6% | -3.73% | 2.93% |
| Energy | XLE | 2.06% | 12.6% | 9.18% | 20.3% |
| Financial | XLF | 2.41% | 7.06% | -2.70% | -11.0% |
| Health Care | XLV | 6.83% | 17.0% | 8.41% | 16.4% |
| Industrial | XLI | 1.47% | 5.25% | 2.20% | 0.50% |
| Materials | XLB | 3.05% | 7.92% | 7.23% | 16.5% |
| Real Estate | XLRE | 3.37% | 6.51% | 0.80% | -2.97% |
| Technology | XLK | 2.15% | 5.89% | 5.45% | 3.49% |
| Utilities | XLU | 2.0% | 7.01% | -4.59% | -5.42% |
| Aerospace & Defense | XAR | 2.53% | 3.29% | -6.12% | -14.7% |
| Biotech | XBI | 11.1% | 10.6% | 24.2% | 24.5% |
| Homebuilder | XHB | 3.48% | 9.56% | 16.8% | 20.2% |
| Retail | XRT | 2.89% | 9.04% | 9.47% | 14.8% |