(SW2CHB) UBS(Lux)Fund Solutions - Performance 9.5% in 12m
Compare SW2CHB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
36.32%
#24 in Group
Rel. Strength
60.26%
#3172 in Universe
Total Return 12m
9.46%
#14 in Group
Total Return 5y
35.38%
#20 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: SW2CHB (9.5%) 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: SW2CHB vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for SW2CHB
| Total Return (including Dividends) | SW2CHB | VT | S&P 500 |
|---|---|---|---|
| 1 Month | -2.12% | 0.56% | -0.87% |
| 3 Months | -1.83% | -3.38% | -7.58% |
| 12 Months | 9.46% | 11.58% | 11.88% |
| 5 Years | 35.38% | 90.66% | 110.33% |
| Trend Score (consistency of price movement) | SW2CHB | VT | S&P 500 |
| 1 Month | 4.40% | 34.2% | 23% |
| 3 Months | -41.5% | -84.7% | -88.5% |
| 12 Months | 24.1% | 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 | #17 | -2.66% | -1.26% |
| 3 Month | #9 | 1.60% | 6.22% |
| 12 Month | #8 | -1.90% | -2.16% |
| 5 Years | #24 | -29.0% | -35.6% |
FAQs
Does SW2CHB UBS(Lux)Fund Solutions outperforms the market?
No,
over the last 12 months SW2CHB made 9.46%, while its related Sector, the Vanguard Total World Stock (VT) made 11.58%.
Over the last 3 months SW2CHB made -1.83%, while VT made -3.38%.
Over the last 3 months SW2CHB made -1.83%, while VT made -3.38%.
Performance Comparison SW2CHB vs Indeces and Sectors
SW2CHB vs. Indices SW2CHB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.25% | -1.25% | 6.56% | -2.42% |
| US NASDAQ 100 | QQQ | -1.28% | -3.52% | 6.13% | -3.21% |
| US Dow Jones Industrial 30 | DIA | 0.69% | 1.06% | 6.65% | 0.26% |
| German DAX 40 | DAX | 0.98% | -3.44% | -13.0% | -15.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.71% | 0.70% | 9.55% | 3.50% |
| Hongkong Hang Seng | HSI | 0.74% | -2.18% | 4.64% | -4.43% |
| India NIFTY 50 | INDA | 2.59% | -6.18% | 6.27% | 6.39% |
| Brasil Bovespa | EWZ | 0.55% | -6.72% | 2.86% | 15.3% |
SW2CHB vs. Sectors SW2CHB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.50% | -1.07% | 0.43% | -14.5% |
| Consumer Discretionary | XLY | -0.33% | -2.02% | 4.05% | -3.86% |
| Consumer Staples | XLP | 3.25% | -2.32% | 1.25% | -1.74% |
| Energy | XLE | 4.23% | 11.7% | 12.4% | 20.6% |
| Financial | XLF | 1.14% | -0.01% | -1.04% | -13.2% |
| Health Care | XLV | -0.17% | 1.67% | 8.25% | 7.74% |
| Industrial | XLI | -0.67% | -2.23% | 5.85% | -0.13% |
| Materials | XLB | 0.36% | 0.31% | 14.0% | 13.0% |
| Real Estate | XLRE | 1.27% | -0.81% | 7.45% | -8.63% |
| Technology | XLK | -2.70% | -3.81% | 9.90% | 1.73% |
| Utilities | XLU | 2.59% | -2.18% | 4.44% | -12.4% |
| Aerospace & Defense | XAR | -1.20% | -8.51% | -6.97% | -17.1% |
| Biotech | XBI | -1.55% | -4.40% | 19.2% | 11.3% |
| Homebuilder | XHB | 0.44% | 0.15% | 21.4% | 16.5% |
| Retail | XRT | 1.32% | -1.56% | 12.1% | 12.2% |