(SW2UKD) UBS(Lux)Fund Solutions - Performance 8.8% in 12m
Compare SW2UKD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
35.52%
#26 in Group
Rel. Strength
61.66%
#3059 in Universe
Total Return 12m
8.83%
#25 in Group
Total Return 5y
33.82%
#22 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: SW2UKD (8.8%) vs VT (12.2%)
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 |
-3.19% | 18.8% | 76.4% | - | - | - | - | - |
| CSW PA Amundi Index Solutions |
-1.33% | 14.4% | 50.6% | - | - | - | - | - |
| DBXS XETRA Xtrackers - Switzerland |
-1.39% | 12.3% | 46.3% | - | - | - | - | - |
| CSSMI SW iShares SMI (CH) |
-3.58% | 10.5% | 48.3% | - | - | - | - | - |
| CHSPI SW iShares Core SPI (CH) |
-2.53% | 9.82% | 41.2% | - | - | - | - | - |
| SW2CHB SW UBS(Lux)Fund Solutions – |
-2.78% | 10.2% | 35.4% | - | - | - | - | - |
| SW2CHA SW UBS(Lux)Fund Solutions – |
-3.98% | 8.68% | 33.2% | - | - | - | - | - |
| CSWCHF SW Amundi Index Solutions |
-4.12% | 8.4% | 32.8% | - | - | - | - | - |
Performance Comparison: SW2UKD vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for SW2UKD
| Total Return (including Dividends) | SW2UKD | VT | S&P 500 |
|---|---|---|---|
| 1 Month | -3.66% | 0.59% | -0.45% |
| 3 Months | -2.17% | -2.26% | -6.29% |
| 12 Months | 8.83% | 12.19% | 13.04% |
| 5 Years | 33.82% | 91.35% | 111.82% |
| Trend Score (consistency of price movement) | SW2UKD | VT | S&P 500 |
| 1 Month | 0.30% | 55% | 47.5% |
| 3 Months | -41.4% | -83.1% | -87.3% |
| 12 Months | 22.9% | 58.7% | 54.3% |
| 5 Years | 54.6% | 72.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #27 | -3.88% | -2.54% |
| 3 Month | #18 | 0.46% | 5.14% |
| 12 Month | #19 | -1.46% | -2.14% |
| 5 Years | #27 | -29.8% | -36.4% |
FAQs
Does SW2UKD UBS(Lux)Fund Solutions outperforms the market?
No,
over the last 12 months SW2UKD made 8.83%, while its related Sector, the Vanguard Total World Stock (VT) made 12.19%.
Over the last 3 months SW2UKD made -2.17%, while VT made -2.26%.
Over the last 3 months SW2UKD made -2.17%, while VT made -2.26%.
Performance Comparison SW2UKD vs Indeces and Sectors
SW2UKD vs. Indices SW2UKD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.60% | -3.21% | 3.91% | -4.21% |
| US NASDAQ 100 | QQQ | -1.52% | -5.56% | 3.20% | -6.14% |
| US Dow Jones Industrial 30 | DIA | -0.06% | -0.81% | 4.67% | -0.44% |
| German DAX 40 | DAX | -0.24% | -3.44% | -14.2% | -16.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.05% | -0.45% | 7.61% | 3.86% |
| Hongkong Hang Seng | HSI | -0.20% | -2.14% | 3.38% | -4.10% |
| India NIFTY 50 | INDA | 1.92% | -8.54% | 4.03% | 5.93% |
| Brasil Bovespa | EWZ | 1.03% | -6.49% | -1.79% | 15.6% |
SW2UKD vs. Sectors SW2UKD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.75% | -3.06% | -2.07% | -14.6% |
| Consumer Discretionary | XLY | -0.63% | -3.07% | 2.74% | -5.84% |
| Consumer Staples | XLP | 1.46% | -2.84% | -0.19% | -2.11% |
| Energy | XLE | 3.66% | 10.4% | 9.05% | 18.2% |
| Financial | XLF | 0.51% | -1.65% | -3.02% | -13.8% |
| Health Care | XLV | 2.10% | 1.01% | 9.07% | 10.1% |
| Industrial | XLI | -0.92% | -3.96% | 2.87% | -1.86% |
| Materials | XLB | 1.21% | -0.44% | 11.8% | 13.3% |
| Real Estate | XLRE | -0.49% | -2.56% | 3.75% | -9.53% |
| Technology | XLK | -2.16% | -6.09% | 6.86% | -1.61% |
| Utilities | XLU | 0.68% | -3.76% | -0.51% | -12.0% |
| Aerospace & Defense | XAR | -1.63% | -10.6% | -9.97% | -18.7% |
| Biotech | XBI | -0.44% | -9.21% | 19.2% | 14.2% |
| Homebuilder | XHB | 0.67% | -1.58% | 18.9% | 15.0% |
| Retail | XRT | 0.64% | -2.50% | 9.87% | 10.3% |