(E5ESG) UBS(Lux)Fund Solutions - Performance 14% in 12m
E5ESG performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
71.26%
#59 in Peer-Group
Rel. Strength
63.97%
#2762 in Stock-Universe
Total Return 12m
13.98%
#29 in Peer-Group
Total Return 5y
90.05%
#11 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 19.92 EUR |
| 52 Week Low | 15.93 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 49.66 |
| Buy/Sell Signal +-5 | 0.32 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: E5ESG (14%) 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 – |
1.85% | 11.8% | 94.1% | - | - | - | - | - |
| SXRT XETRA iShares VII - iShares Core |
1.84% | 11.1% | 85.3% | - | - | - | - | - |
| XESC XETRA Xtrackers EURO STOXX 50 |
1.83% | 11.1% | 85.2% | - | - | - | - | - |
| 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 |
1.88% | 11.2% | 85.1% | - | - | - | - | - |
Performance Comparison: E5ESG vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for E5ESG
| Total Return (including Dividends) | E5ESG | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 3.66% | 3.22% | 3.98% |
| 3 Months | 12.96% | 15.99% | 16.24% |
| 12 Months | 13.98% | 13.38% | 12.66% |
| 5 Years | 90.05% | 83.74% | 109.18% |
| Trend Score (consistency of price movement) | E5ESG | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 69.8% | 90.4% | 91.4% |
| 3 Months | 52.6% | 97.8% | 97.5% |
| 12 Months | 78.1% | 61.4% | 46.7% |
| 5 Years | 92.3% | 72.4% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th94.40 | -0.76% | -1.40% |
| 3 Month | %th67.20 | -2.93% | -2.98% |
| 12 Month | %th74.40 | 0.21% | 1.01% |
| 5 Years | %th94.40 | 5.82% | -6.67% |
FAQs
Does UBS(Lux)Fund Solutions (E5ESG) outperform the market?
Yes,
over the last 12 months E5ESG made 13.98%, while its related Sector, the Vanguard Total World Stock (VT) made 13.38%.
Over the last 3 months E5ESG made 12.96%, while VT made 15.99%.
Performance Comparison E5ESG vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
E5ESG vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.3% | -0.3% | 6% | 1% |
| US NASDAQ 100 | QQQ | 2.2% | -0.6% | 3.5% | 1% |
| German DAX 40 | DAX | 2.6% | 1.7% | -4.7% | -15% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.8% | -1.5% | 4% | -6% |
| Hongkong Hang Seng | HSI | 1.5% | 1.1% | -15.4% | -20% |
| India NIFTY 50 | INDA | 3.8% | 3% | 6.1% | 17% |
| Brasil Bovespa | EWZ | 7.5% | 7.2% | -7.2% | 14% |
E5ESG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.9% | 0.8% | 1.3% | -11% |
| Consumer Discretionary | XLY | 1.2% | -0.4% | 13.1% | -3% |
| Consumer Staples | XLP | 4.5% | 3.4% | 6.9% | 6% |
| Energy | XLE | 0.7% | 2.5% | 15.7% | 15% |
| Financial | XLF | 3.2% | -0.7% | 4.2% | -10% |
| Health Care | XLV | 2.5% | 3.7% | 16.6% | 21% |
| Industrial | XLI | 1.6% | -1.8% | 0.9% | -9% |
| Materials | XLB | 2.4% | -0.2% | 7.3% | 11% |
| Real Estate | XLRE | 2.1% | 3% | 7.7% | 6% |
| Technology | XLK | 2.7% | -1.7% | 1.3% | 4% |
| Utilities | XLU | 2% | 0.8% | 3% | -9% |
| Aerospace & Defense | XAR | -0.1% | -6.2% | -14.6% | -36% |
| Biotech | XBI | -2.6% | -2.2% | 12% | 26% |
| Homebuilder | XHB | 0.2% | -5.6% | 16.2% | 18% |
| Retail | XRT | 1.9% | -1.5% | 9.3% | 7% |
E5ESG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 4.1% | 7.44% | 21.3% | 20% |
| Natural Gas | UNG | 1.8% | 13.6% | 31.1% | 8% |
| Gold | GLD | 2.8% | 4.9% | -10.8% | -24% |
| Silver | SLV | -0.6% | -1.2% | -13.4% | -10% |
| Copper | CPER | -7.1% | -9.9% | -11.9% | -8% |
E5ESG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 3.6% | 3.1% | 11.4% | 18% |
| iShares High Yield Corp. Bond | HYG | 3% | 2.5% | 9.1% | 5% |