Overview Performance Dividends Holdings Peer Group Options

(UKGBPA) UBS(Lux)Fund Solutions - Performance 10.2% in 12m

UKGBPA performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 79.37%
#4 in Peer-Group
Rel. Strength 52.44%
#3651 in Stock-Universe
Total Return 12m 10.19%
#5 in Peer-Group
Total Return 5y 68.87%
#13 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low GBP
52 Week High 22.69 GBP
52 Week Low 19.53 GBP
Sentiment Value
VRO Trend Strength +-100 44.37
Buy/Sell Signal +-5 0.00
Support / Resistance Levels
Support
Resistance
12m Total Return: UKGBPA (10.2%) vs VT (15.3%)
Total Return of UBS(Lux)Fund Solutions versus its related sector ETF VT
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (UKGBPA) UBS(Lux)Fund Solutions - Performance 10.2% in 12m

Top Performer in UK Large-Cap Equity

Short Term Performance

Symbol 1w 1m 3m
UKGBPA 0.29% 0.27% 9.04%
ZPRD 0.12% 0.61% 11.7%
UKGBPB -0.23% -0.24% 8.72%
ISFA -0.66% -1.91% 9.40%

Long Term Performance

Symbol 6m 12m 5y
UKGBPA 8.41% 10.2% 68.9%
ZPRD 8.43% 10.2% 62.8%
ISFA 5.21% 9.88% 77.0%
UKGBPB 8.03% 9.43% 68.2%

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
UKGBPB SW
UBS(Lux)Fund Solutions –		 -0.24% 9.43% 68.2% - - - - -
ISFA AS
iShares Core FTSE 100 GBP		 -1.91% 9.88% 77% - - - - -
ZPRD XETRA
SPDR FTSE UK All Share		 0.61% 10.2% 62.8% - - - - -
IUSZ XETRA
iShares Public - iShares		 -3.45% 5.3% 65.3% - - - - -
DBXZ XETRA
Xtrackers - Xtrackers MSCI		 -2.78% 6.38% 42.7% - - - - -

Performance Comparison: UKGBPA vs VT vs S&P 500

VT (Vanguard Total World Stock ETF) is the Sector Benchmark for UKGBPA
Total Return (including Dividends) UKGBPA VT S&P 500
1 Month 0.27% 4.50% 5.25%
3 Months 9.04% 23.38% 24.13%
12 Months 10.19% 15.32% 14.15%
5 Years 68.87% 85.71% 111.83%

Trend Score (consistency of price movement) UKGBPA VT S&P 500
1 Month -63.6% 75.7% 81%
3 Months 84% 97.4% 96.9%
12 Months 78% 60% 44.9%
5 Years 97.7% 72.5% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. VT vs. S&P 500
1 Month %th42.31 -4.05% -4.73%
3 Month %th7.69 -11.62% -12.15%
12 Month %th88.46 -4.45% -3.47%
5 Years %th46.15 -9.07% -20.28%

FAQs

Does UBS(Lux)Fund Solutions (UKGBPA) outperform the market?

No, over the last 12 months UKGBPA made 10.19%, while its related Sector, the Vanguard Total World Stock (VT) made 15.32%. Over the last 3 months UKGBPA made 9.04%, while VT made 23.38%.

Performance Comparison UKGBPA vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

UKGBPA vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1.4% -5% 2.8% -4%
US NASDAQ 100 QQQ -1.2% -5% 2.1% -3%
German DAX 40 DAX 0.7% 1.7% -9.4% -19%
Shanghai Shenzhen CSI 300 CSI 300 -1.3% -3% -0.7% -10%
Hongkong Hang Seng HSI -1% -5.8% -16.7% -28%
India NIFTY 50 INDA 0.4% -3.2% 2.4% 11%
Brasil Bovespa EWZ -3.9% -8.5% -22.3% 0%

UKGBPA vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -0% -5.6% -1.4% -14%
Consumer Discretionary XLY -0.9% -2.9% 10.4% -8%
Consumer Staples XLP -1.7% -0.4% 1.1% 1%
Energy XLE -1.7% -6.8% 6.9% 10%
Financial XLF -2.1% -4.8% -2.2% -20%
Health Care XLV -0.9% -1.9% 10.1% 15%
Industrial XLI -1.5% -3.9% -5.1% -15%
Materials XLB -3.7% -4% -1.8% 4%
Real Estate XLRE -1.4% -0.7% 3% -3%
Technology XLK -2.2% -8.4% 0.4% -1%
Utilities XLU -0.3% -1.5% -0.5% -13%
Aerospace & Defense XAR 0.7% -6.8% -15.8% -39%
Biotech XBI -2.4% -3.1% 16% 17%
Homebuilder XHB -3.9% -6.8% 9.9% 5%
Retail XRT -4% -4.7% 7.1% -1%

UKGBPA vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -2.3% -8.17% 11.1% 18%
Natural Gas UNG 8.1% 10.1% 19.5% 12%
Gold GLD -1.7% 1.5% -17.9% -29%
Silver SLV -2.4% -6.7% -14.6% -7%
Copper CPER -0.5% -4.3% -14.3% -1%

UKGBPA vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 0.4% -0.8% 6.2% 12%
iShares High Yield Corp. Bond HYG -0.2% -1.3% 3.9% 0%