(UKUKD) UBS(Lux)Fund Solutions - Performance 5.1% in 12m
Compare UKUKD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
63.06%
#15 in Group
Rel. Strength
59.78%
#3201 in Universe
Total Return 12m
5.13%
#13 in Group
Total Return 5y
73.89%
#11 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: UKUKD (5.1%) vs VT (9.5%)
5y Drawdown (Underwater) Chart
Top Performers in UK Large-Cap 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 |
|---|---|---|---|---|---|---|---|---|
| ISFA AS iShares Core FTSE 100 GBP |
10.5% | 7.37% | 78.1% | - | - | - | - | - |
| XDUK XETRA Xtrackers FTSE 100 1C |
10.4% | 7.22% | 78% | - | - | - | - | - |
| L100 PA Multi Units Luxembourg |
10.6% | 6.96% | 77.3% | - | - | - | - | - |
| UKGBPB SW UBS(Lux)Fund Solutions – |
7.94% | 4.77% | 73.6% | - | - | - | - | - |
| IUSZ XETRA iShares Public - iShares |
10.5% | 3.53% | 69.1% | - | - | - | - | - |
| DBXZ XETRA Xtrackers - Xtrackers MSCI |
12.1% | 7.95% | 49% | - | - | - | - | - |
Performance Comparison: UKUKD vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for UKUKD
| Total Return (including Dividends) | UKUKD | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 7.61% | 6.91% | 5.69% |
| 3 Months | -0.53% | -2.44% | -6.49% |
| 12 Months | 5.13% | 9.54% | 9.72% |
| 5 Years | 73.89% | 88.13% | 107.51% |
| Trend Score (consistency of price movement) | UKUKD | VT | S&P 500 |
| 1 Month | 95.8% | 92.1% | 89.4% |
| 3 Months | -48.3% | -61.6% | -72% |
| 12 Months | 80.3% | 56.4% | 49.3% |
| 5 Years | 97.7% | 72.6% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #3 | 0.80% | 1.69% |
| 3 Month | #2 | 2.10% | 6.23% |
| 12 Month | #5 | -3.89% | -4.30% |
| 5 Years | #5 | -7.44% | -16.3% |
FAQs
Does UKUKD UBS(Lux)Fund Solutions outperforms the market?
No,
over the last 12 months UKUKD made 5.13%, while its related Sector, the Vanguard Total World Stock (VT) made 9.54%.
Over the last 3 months UKUKD made -0.53%, while VT made -2.44%.
Over the last 3 months UKUKD made -0.53%, while VT made -2.44%.
Performance Comparison UKUKD vs Indeces and Sectors
UKUKD vs. Indices UKUKD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.81% | 1.92% | 12.4% | -4.59% |
| US NASDAQ 100 | QQQ | -1.08% | 0.22% | 12.0% | -5.67% |
| US Dow Jones Industrial 30 | DIA | -0.70% | 4.94% | 13.4% | -1.12% |
| German DAX 40 | DAX | -1.26% | -7.45% | -13.2% | -19.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.04% | 4.73% | 13.2% | -1.18% |
| Hongkong Hang Seng | HSI | -3.69% | -7.29% | 2.92% | -3.09% |
| India NIFTY 50 | INDA | 2.89% | 4.40% | 10.5% | 3.10% |
| Brasil Bovespa | EWZ | -3.84% | -4.01% | 3.20% | 11.4% |
UKUKD vs. Sectors UKUKD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.18% | 1.13% | 6.23% | -15.3% |
| Consumer Discretionary | XLY | -2.23% | 0.92% | 14.6% | -9.68% |
| Consumer Staples | XLP | 0.05% | 6.91% | 5.50% | -2.12% |
| Energy | XLE | -3.06% | 3.12% | 18.4% | 14.2% |
| Financial | XLF | -1.51% | 0.77% | 6.53% | -16.4% |
| Health Care | XLV | 3.29% | 10.7% | 17.6% | 11.1% |
| Industrial | XLI | -1.74% | -0.70% | 11.4% | -5.24% |
| Materials | XLB | -0.97% | 2.57% | 16.5% | 11.2% |
| Real Estate | XLRE | -0.02% | 0.70% | 10.0% | -8.44% |
| Technology | XLK | -1.65% | -2.10% | 14.7% | -0.97% |
| Utilities | XLU | -1.53% | 2.47% | 4.64% | -10.9% |
| Aerospace & Defense | XAR | -0.99% | -1.56% | 3.11% | -20.8% |
| Biotech | XBI | 6.91% | 4.84% | 33.5% | 20.0% |
| Homebuilder | XHB | -0.45% | 2.0% | 26.0% | 14.0% |
| Retail | XRT | -0.87% | 1.47% | 18.7% | 11.4% |