(SPISI) UBS (CH) - SPI ESG - Performance 0.9% in 12m
SPISI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
30.14%
#27 in Peer-Group
Rel. Strength
43.73%
#4327 in Stock-Universe
Total Return 12m
0.91%
#19 in Peer-Group
Total Return 5y
23.16%
#19 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CHF |
|---|---|
| 52 Week High | 17.11 CHF |
| 52 Week Low | 14.34 CHF |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 42.46 |
| Buy/Sell Signal +-5 | -1.02 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SPISI (0.9%) vs VT (14.4%)
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 |
0.25% | 5.91% | 55.8% | - | - | - | - | - |
| CSW PA Amundi Index Solutions |
0.52% | 3.65% | 39.4% | - | - | - | - | - |
| CSSMI SW iShares SMI (CH) |
-0.53% | -0.13% | 32.8% | - | - | - | - | - |
| SMICHA SW UBS (CH) – SMI (CHF) |
-0.37% | -0.35% | 30.1% | - | - | - | - | - |
| CHSPI SW iShares Core SPI (CH) |
0.48% | 1.94% | 28.4% | - | - | - | - | - |
| SWICHA SW UBS (CH) – MSCI |
0.12% | 0.72% | 22.9% | - | - | - | - | - |
| SW2CHB SW UBS(Lux)Fund Solutions – |
- | 0.04% | 21.7% | - | - | - | - | - |
| SW2CHA SW UBS(Lux)Fund Solutions – |
-0.22% | 0.45% | 21.5% | - | - | - | - | - |
Performance Comparison: SPISI vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for SPISI
| Total Return (including Dividends) | SPISI | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.26% | 4.65% | 5.42% |
| 3 Months | 6.13% | 17.47% | 19.66% |
| 12 Months | 0.91% | 14.40% | 14.17% |
| 5 Years | 23.16% | 82.33% | 107.98% |
| Trend Stabilty (consistency of price movement) | SPISI | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 65.7% | 89.2% | 91.9% |
| 3 Months | 20.2% | 97.7% | 97.6% |
| 12 Months | 41.5% | 62.3% | 47.9% |
| 5 Years | 39.3% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th35.71 | -4.19% | -4.90% |
| 3 Month | %th46.43 | -9.65% | -11.30% |
| 12 Month | %th57.14 | -11.79% | -11.61% |
| 5 Years | %th78.57 | -16.02% | -28.75% |
FAQs
Does UBS (CH) - SPI ESG (SPISI) outperform the market?
No,
over the last 12 months SPISI made 0.91%, while its related Sector, the Vanguard Total World Stock (VT) made 14.40%.
Over the last 3 months SPISI made 6.13%, while VT made 17.47%.
Performance Comparison SPISI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SPISI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.4% | -5.2% | -2.2% | -13% |
| US NASDAQ 100 | QQQ | -2.2% | -6% | -4.5% | -16% |
| German DAX 40 | DAX | -0.7% | -3.7% | -12.6% | -31% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.9% | -5.9% | -6% | -18% |
| Hongkong Hang Seng | HSI | -2.7% | -4.2% | -22.7% | -34% |
| India NIFTY 50 | INDA | -0.6% | -1.9% | -4% | 4% |
| Brasil Bovespa | EWZ | -1% | 1.8% | -16.3% | -1% |
SPISI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1% | -3.1% | -6.6% | -25% |
| Consumer Discretionary | XLY | -0.5% | -4.7% | 7% | -15% |
| Consumer Staples | XLP | -1.1% | -1.2% | -2.8% | -5% |
| Energy | XLE | 1.3% | 1.7% | 9.8% | 5% |
| Financial | XLF | -0.7% | -4.6% | -1.8% | -21% |
| Health Care | XLV | 1.6% | 0.4% | 8% | 11% |
| Industrial | XLI | -1.8% | -6.6% | -7.4% | -21% |
| Materials | XLB | 1.4% | -3.4% | 0.6% | 1% |
| Real Estate | XLRE | -1.3% | -0.6% | 0.4% | -5% |
| Technology | XLK | -2.7% | -8.1% | -8.4% | -16% |
| Utilities | XLU | -0.8% | -3% | -2.5% | -20% |
| Aerospace & Defense | XAR | -7.4% | -12.6% | -25.9% | -51% |
| Biotech | XBI | -0.8% | -7.1% | 3.3% | 13% |
| Homebuilder | XHB | 2.4% | -9.9% | 10.5% | 9% |
| Retail | XRT | 0.7% | -4.3% | 1.6% | -2% |
SPISI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -2.1% | 7.72% | 11.2% | 6% |
| Natural Gas | UNG | -7.5% | 11% | 17.9% | -13% |
| Gold | GLD | -1.5% | 1.7% | -19.9% | -34% |
| Silver | SLV | -3.7% | -2.4% | -22% | -24% |
| Copper | CPER | 0.8% | -13.7% | -21.8% | -24% |
SPISI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.1% | 1.5% | 3.8% | 7% |
| iShares High Yield Corp. Bond | HYG | -1.1% | -1.1% | -0.3% | -8% |