(SW2CHA) UBS(Lux)Fund Solutions - Performance 7.6% in 12m
Compare SW2CHA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
35.10%
#27 in Group
Rel. Strength
55.63%
#3542 in Universe
Total Return 12m
7.64%
#27 in Group
Total Return 5y
33.23%
#24 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: SW2CHA (7.6%) vs VT (11.6%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
-2.23% | 17.7% | 77.5% | - | - | - | - | - |
| CSW PA Amundi Index Solutions |
-0.51% | 13.6% | 50.6% | - | - | - | - | - |
| DBXS XETRA Xtrackers - Switzerland |
-0.52% | 12.3% | 46.3% | - | - | - | - | - |
| CSSMI SW iShares SMI (CH) |
-3.01% | 10% | 48.3% | - | - | - | - | - |
| CHSPI SW iShares Core SPI (CH) |
-1.94% | 8.86% | 41.2% | - | - | - | - | - |
| SW2CHB SW UBS(Lux)Fund Solutions – |
-2.12% | 9.46% | 35.4% | - | - | - | - | - |
| SW2CHA SW UBS(Lux)Fund Solutions – |
-3.42% | 7.64% | 33.2% | - | - | - | - | - |
| CSWCHF SW Amundi Index Solutions |
-3.3% | 7.33% | 32.8% | - | - | - | - | - |
Performance Comparison: SW2CHA vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for SW2CHA
| Total Return (including Dividends) | SW2CHA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | -3.42% | 0.56% | -0.87% |
| 3 Months | -3.05% | -3.38% | -7.58% |
| 12 Months | 7.64% | 11.58% | 11.88% |
| 5 Years | 33.23% | 90.66% | 110.33% |
| Trend Score (consistency of price movement) | SW2CHA | VT | S&P 500 |
| 1 Month | 1.0% | 34.2% | 23% |
| 3 Months | -42.1% | -84.7% | -88.5% |
| 12 Months | 23.1% | 59.4% | 55.1% |
| 5 Years | 54.5% | 72.5% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #31 | -3.96% | -2.58% |
| 3 Month | #18 | 0.34% | 4.90% |
| 12 Month | #22 | -3.53% | -3.79% |
| 5 Years | #29 | -30.1% | -36.7% |
FAQs
Does SW2CHA UBS(Lux)Fund Solutions outperforms the market?
No,
over the last 12 months SW2CHA made 7.64%, while its related Sector, the Vanguard Total World Stock (VT) made 11.58%.
Over the last 3 months SW2CHA made -3.05%, while VT made -3.38%.
Over the last 3 months SW2CHA made -3.05%, while VT made -3.38%.
Performance Comparison SW2CHA vs Indeces and Sectors
SW2CHA vs. Indices SW2CHA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.37% | -2.55% | 5.63% | -4.24% |
| US NASDAQ 100 | QQQ | -2.40% | -4.82% | 5.20% | -5.03% |
| US Dow Jones Industrial 30 | DIA | -0.43% | -0.24% | 5.72% | -1.56% |
| German DAX 40 | DAX | -0.14% | -4.74% | -13.9% | -17.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.59% | -0.60% | 8.62% | 1.68% |
| Hongkong Hang Seng | HSI | -0.38% | -3.48% | 3.71% | -6.25% |
| India NIFTY 50 | INDA | 1.47% | -7.48% | 5.34% | 4.57% |
| Brasil Bovespa | EWZ | -0.57% | -8.02% | 1.93% | 13.5% |
SW2CHA vs. Sectors SW2CHA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.62% | -2.37% | -0.50% | -16.3% |
| Consumer Discretionary | XLY | -1.45% | -3.32% | 3.12% | -5.68% |
| Consumer Staples | XLP | 2.13% | -3.62% | 0.32% | -3.56% |
| Energy | XLE | 3.11% | 10.4% | 11.4% | 18.7% |
| Financial | XLF | 0.02% | -1.31% | -1.97% | -15.1% |
| Health Care | XLV | -1.29% | 0.37% | 7.32% | 5.92% |
| Industrial | XLI | -1.79% | -3.53% | 4.92% | -1.95% |
| Materials | XLB | -0.76% | -0.99% | 13.0% | 11.2% |
| Real Estate | XLRE | 0.15% | -2.11% | 6.52% | -10.5% |
| Technology | XLK | -3.82% | -5.11% | 8.97% | -0.09% |
| Utilities | XLU | 1.47% | -3.48% | 3.51% | -14.2% |
| Aerospace & Defense | XAR | -2.32% | -9.81% | -7.90% | -18.9% |
| Biotech | XBI | -2.67% | -5.70% | 18.3% | 9.47% |
| Homebuilder | XHB | -0.68% | -1.15% | 20.4% | 14.7% |
| Retail | XRT | 0.20% | -2.86% | 11.2% | 10.4% |