(WSRIA) UBS (Irl) – MSCI - Performance 8.1% in 12m
Compare WSRIA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
59.75%
#89 in Group
Rel. Strength
60.48%
#3145 in Universe
Total Return 12m
8.12%
#21 in Group
Total Return 5y
85.77%
#55 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: WSRIA (8.1%) vs VT (9.5%)
5y Drawdown (Underwater) Chart
Top Performers in Global Large-Cap Blend 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 |
|---|---|---|---|---|---|---|---|---|
| H4ZJ XETRA HSBC MSCI World |
9.7% | 5.43% | 100% | - | - | - | - | - |
| VGWL XETRA Vanguard FTSE All-World |
9.68% | 6.1% | 94.4% | - | - | - | - | - |
| TSWE AS VanEck Sustainable World |
11.4% | 6.82% | 81.3% | - | - | - | - | - |
| JREG XETRA JPMorgan s (Ireland) ICAV |
9.57% | 3.74% | 93.2% | - | - | - | - | - |
| SPPW XETRA SPDR MSCI World EUR |
9.66% | 5.65% | 88.5% | - | - | - | - | - |
| MVEW XETRA iShares Edge MSCI World |
5.67% | 8.5% | 48% | - | - | - | - | - |
| SC0J XETRA Invesco MSCI World EUR |
9.65% | 5.64% | 88.3% | - | - | - | - | - |
| XDWL XETRA db x-trackers MSCI World |
9.77% | 5.55% | 87.8% | - | - | - | - | - |
Performance Comparison: WSRIA vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for WSRIA
| Total Return (including Dividends) | WSRIA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 10.37% | 6.91% | 5.69% |
| 3 Months | -1.79% | -2.44% | -6.49% |
| 12 Months | 8.12% | 9.54% | 9.72% |
| 5 Years | 85.77% | 88.13% | 107.51% |
| Trend Score (consistency of price movement) | WSRIA | VT | S&P 500 |
| 1 Month | 95.7% | 92.1% | 89.4% |
| 3 Months | -62.6% | -61.6% | -72% |
| 12 Months | 31.5% | 56.4% | 49.3% |
| 5 Years | 73.1% | 72.6% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #2 | 3.24% | 4.43% |
| 3 Month | #26 | 0.67% | 5.03% |
| 12 Month | #24 | -1.30% | -1.45% |
| 5 Years | #67 | -1.25% | -10.5% |
FAQs
Does WSRIA UBS (Irl) – MSCI outperforms the market?
No,
over the last 12 months WSRIA made 8.12%, while its related Sector, the Vanguard Total World Stock (VT) made 9.54%.
Over the last 3 months WSRIA made -1.79%, while VT made -2.44%.
Over the last 3 months WSRIA made -1.79%, while VT made -2.44%.
Performance Comparison WSRIA vs Indeces and Sectors
WSRIA vs. Indices WSRIA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.90% | 4.68% | 0.91% | -1.60% |
| US NASDAQ 100 | QQQ | 0.63% | 2.98% | 0.50% | -2.68% |
| US Dow Jones Industrial 30 | DIA | 1.01% | 7.70% | 1.94% | 1.87% |
| German DAX 40 | DAX | 0.45% | -4.69% | -24.7% | -16.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.67% | 7.49% | 1.68% | 1.81% |
| Hongkong Hang Seng | HSI | -1.98% | -4.53% | -8.58% | -0.10% |
| India NIFTY 50 | INDA | 4.60% | 7.16% | -0.99% | 6.09% |
| Brasil Bovespa | EWZ | -2.13% | -1.25% | -8.30% | 14.4% |
WSRIA vs. Sectors WSRIA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.53% | 3.89% | -5.27% | -12.3% |
| Consumer Discretionary | XLY | -0.52% | 3.68% | 3.10% | -6.69% |
| Consumer Staples | XLP | 1.76% | 9.67% | -6.0% | 0.87% |
| Energy | XLE | -1.35% | 5.88% | 6.91% | 17.1% |
| Financial | XLF | 0.20% | 3.53% | -4.97% | -13.4% |
| Health Care | XLV | 5.0% | 13.4% | 6.14% | 14.1% |
| Industrial | XLI | -0.03% | 2.06% | -0.07% | -2.25% |
| Materials | XLB | 0.74% | 5.33% | 4.96% | 14.2% |
| Real Estate | XLRE | 1.69% | 3.46% | -1.47% | -5.45% |
| Technology | XLK | 0.06% | 0.66% | 3.18% | 2.02% |
| Utilities | XLU | 0.18% | 5.23% | -6.86% | -7.91% |
| Aerospace & Defense | XAR | 0.72% | 1.20% | -8.39% | -17.8% |
| Biotech | XBI | 8.62% | 7.60% | 22.0% | 23.0% |
| Homebuilder | XHB | 1.26% | 4.76% | 14.5% | 17.0% |
| Retail | XRT | 0.84% | 4.23% | 7.20% | 14.4% |