(CHSRII) UBS(Lux)Fund Solutions - Performance 2.5% in 12m
CHSRII performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
25.57%
#27 in Peer-Group
Rel. Strength
46.14%
#4142 in Stock-Universe
Total Return 12m
2.50%
#10 in Peer-Group
Total Return 5y
13.62%
#27 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CHF |
|---|---|
| 52 Week High | 14.73 CHF |
| 52 Week Low | 12.48 CHF |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 35.97 |
| Buy/Sell Signal +-5 | 0.04 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: CHSRII (2.5%) vs VT (12.4%)
5y Drawdown (Underwater) Chart
Top Performer in Switzerland 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 |
|---|---|---|---|---|---|---|---|---|
| CHDVD SW iShares Swiss Dividend |
-0.44% | 6.66% | 55.8% | - | - | - | - | - |
| CSW PA Amundi Index Solutions |
-0.39% | 4.43% | 38.9% | - | - | - | - | - |
| CSSMI SW iShares SMI (CH) |
-1.89% | -0.29% | 32% | - | - | - | - | - |
| SMICHA SW UBS (CH) – SMI (CHF) |
-1.49% | -0.16% | 29.7% | - | - | - | - | - |
| CHSPI SW iShares Core SPI (CH) |
-0.6% | 1.89% | 27.8% | - | - | - | - | - |
| SWICHA SW UBS (CH) – MSCI |
-1.25% | 1.1% | 22.2% | - | - | - | - | - |
| SW2CHB SW UBS(Lux)Fund Solutions – |
-1.05% | -0.02% | 21.1% | - | - | - | - | - |
| SW2CHA SW UBS(Lux)Fund Solutions – |
-1.05% | 0.2% | 21% | - | - | - | - | - |
Performance Comparison: CHSRII vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for CHSRII
| Total Return (including Dividends) | CHSRII | VT | S&P 500 |
|---|---|---|---|
| 1 Month | -0.47% | 3.10% | 3.88% |
| 3 Months | 8.28% | 17.49% | 19.10% |
| 12 Months | 2.50% | 12.42% | 11.89% |
| 5 Years | 13.62% | 81.41% | 106.71% |
| Trend Stabilty (consistency of price movement) | CHSRII | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 69% | 87.9% | 90.6% |
| 3 Months | 27.9% | 97.7% | 97.5% |
| 12 Months | 43.6% | 61.9% | 47.4% |
| 5 Years | 45.6% | 72.4% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th57.14 | -3.46% | -4.19% |
| 3 Month | %th75.00 | -7.84% | -9.09% |
| 12 Month | %th85.71 | -8.82% | -8.39% |
| 5 Years | %th75.00 | -21.59% | -32.12% |
FAQs
Does UBS(Lux)Fund Solutions (CHSRII) outperform the market?
No,
over the last 12 months CHSRII made 2.50%, while its related Sector, the Vanguard Total World Stock (VT) made 12.42%.
Over the last 3 months CHSRII made 8.28%, while VT made 17.49%.
Performance Comparison CHSRII vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
CHSRII vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.4% | -4.4% | -2.4% | -9% |
| US NASDAQ 100 | QQQ | 0.2% | -4.9% | -5.1% | -10% |
| German DAX 40 | DAX | 2.7% | -1.8% | -11.9% | -26% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.3% | -5.1% | -6% | -16% |
| Hongkong Hang Seng | HSI | -0.7% | -3.2% | -23.9% | -32% |
| India NIFTY 50 | INDA | 1.1% | -1.8% | -4.5% | 5% |
| Brasil Bovespa | EWZ | 2.5% | 2.1% | -16.4% | 2% |
CHSRII vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.1% | -2.6% | -6.9% | -21% |
| Consumer Discretionary | XLY | 0.2% | -3.2% | 6.2% | -11% |
| Consumer Staples | XLP | 1% | -0.1% | -2.1% | -3% |
| Energy | XLE | 2.6% | 0.7% | 9.9% | 6% |
| Financial | XLF | 1.1% | -3.8% | -1.4% | -19% |
| Health Care | XLV | 1.3% | 0.1% | 7.8% | 11% |
| Industrial | XLI | 0% | -5.5% | -6.7% | -17% |
| Materials | XLB | 3% | -2.4% | 0.9% | 3% |
| Real Estate | XLRE | -0.5% | -1% | 0.6% | -4% |
| Technology | XLK | 0% | -7.1% | -8.8% | -9% |
| Utilities | XLU | 0.2% | -2.4% | -1.9% | -18% |
| Aerospace & Defense | XAR | -3.2% | -11.1% | -23.1% | -44% |
| Biotech | XBI | 0.5% | -5.8% | 3.9% | 16% |
| Homebuilder | XHB | 4.2% | -6.6% | 11.7% | 14% |
| Retail | XRT | 1.8% | -3.4% | 2.2% | 1% |
CHSRII vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 2.7% | 3.86% | 13.1% | 7% |
| Natural Gas | UNG | -10.9% | 6.5% | 24.5% | -6% |
| Gold | GLD | -0.5% | 0.7% | -19.2% | -33% |
| Silver | SLV | -3.9% | -4.7% | -18.9% | -18% |
| Copper | CPER | 0.7% | -13.7% | -19.4% | -21% |
CHSRII vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.5% | -0.5% | 3.9% | 8% |
| iShares High Yield Corp. Bond | HYG | 0.6% | -1.6% | 0% | -6% |