Overview Performance Dividends Holdings Peer Group Options

(CBSU5) UBS (Lux) Fund - Performance 6.1% in 12m

CBSU5 performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 44.90%
#4 in Peer-Group
Rel. Strength 42.22%
#4436 in Stock-Universe
Total Return 12m 6.14%
#3 in Peer-Group
Total Return 5y 13.67%
#4 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low USD
52 Week High 12.90 USD
52 Week Low 11.13 USD
Sentiment Value
VRO Trend Strength +-100 48.37
Buy/Sell Signal +-5 0.00
Support / Resistance Levels
Support
Resistance
12m Total Return: CBSU5 (6.1%) vs TLT (-2.2%)
Total Return of UBS (Lux) Fund versus its related sector ETF TLT
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (CBSU5) UBS (Lux) Fund - Performance 6.1% in 12m

Top Performer in USD Corporate Bond

Short Term Performance

Symbol 1w 1m 3m
CBSU5 0.21% 1% 2.18%
QDVY -0.25% -2.90% -7.46%

Long Term Performance

Symbol 6m 12m 5y
CBSU5 4.2% 6.14% 13.7%
QDVY -12.0% -8.42% 8.35%

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
QDVY XETRA
iShares USD Floating Rate		 -2.9% -8.42% 8.35% - - - - -

Performance Comparison: CBSU5 vs TLT vs S&P 500

TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for CBSU5
Total Return (including Dividends) CBSU5 TLT S&P 500
1 Month 1.00% 2.28% 4.68%
3 Months 2.18% -2.34% 24.35%
12 Months 6.14% -2.23% 14.02%
5 Years 13.67% -38.55% 111.83%

Trend Score (consistency of price movement) CBSU5 TLT S&P 500
1 Month 92.5% 83.8% 81%
3 Months 91.2% -21% 96.9%
12 Months 98.3% -66.8% 44.9%
5 Years 98.3% -88.6% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. TLT vs. S&P 500
1 Month %th73.81 -1.25% -3.52%
3 Month %th71.43 2.65% -19.12%
12 Month %th95.24 8.83% -8.73%
5 Years %th19.05 40.70% -24.01%

FAQs

Does UBS (Lux) Fund (CBSU5) outperform the market?

Yes, over the last 12 months CBSU5 made 6.14%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -2.23%. Over the last 3 months CBSU5 made 2.18%, while TLT made -2.34%.

Performance Comparison CBSU5 vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

CBSU5 vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1% -3.7% -1.5% -8%
US NASDAQ 100 QQQ -0.6% -4.1% -2.1% -6%
German DAX 40 DAX 0.2% 2.6% -13.6% -23%
Shanghai Shenzhen CSI 300 CSI 300 -0.5% -2.4% -4.9% -15%
Hongkong Hang Seng HSI -1.4% -4.4% -20.9% -35%
India NIFTY 50 INDA 0% -0.6% -1.8% 7%
Brasil Bovespa EWZ -1.4% -6.7% -26.5% -4%

CBSU5 vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 0.7% -3.4% -5.6% -19%
Consumer Discretionary XLY -1.6% -3.5% 6.2% -12%
Consumer Staples XLP -1.3% -0.3% -3.1% -3%
Energy XLE -2.4% -4.2% 2.7% 6%
Financial XLF -1.4% -3.1% -6.4% -24%
Health Care XLV -0.3% -0.3% 5.9% 11%
Industrial XLI -1.1% -2.4% -9.3% -19%
Materials XLB -3.8% -3.6% -6% 0%
Real Estate XLRE -0.7% 0.3% -1.2% -6%
Technology XLK -1.3% -7% -3.8% -4%
Utilities XLU -0% -0.5% -4.7% -17%
Aerospace & Defense XAR 1.2% -4.4% -20% -42%
Biotech XBI -2.6% -0.2% 11.8% 15%
Homebuilder XHB -3.9% -7% 5.7% 2%
Retail XRT -4.4% -2.2% 2.9% -5%

CBSU5 vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -2.6% -4.34% 6.93% 13%
Natural Gas UNG 0.4% 12.2% 15.3% 10%
Gold GLD -0.6% 0.4% -22.1% -35%
Silver SLV -1.9% -1.5% -18.8% -13%
Copper CPER -0.6% -4.6% -18.5% -6%

CBSU5 vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1.3% -1.3% 2% 8%
iShares High Yield Corp. Bond HYG 0.1% -0.8% -0.4% -4%