(WSRUSA) UBS(Lux)Fund Solutions - Performance -1.6% in 12m
WSRUSA performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
38.63%
#158 in Peer-Group
Rel. Strength
35.54%
#4970 in Stock-Universe
Total Return 12m
-1.64%
#185 in Peer-Group
Total Return 5y
50.30%
#114 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CHF |
|---|---|
| 52 Week High | 155.92 CHF |
| 52 Week Low | 119.34 CHF |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 23.23 |
| Buy/Sell Signal +-5 | -2.10 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: WSRUSA (-1.6%) vs VT (16.1%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| SAWD SW iShares MSCI World ESG |
4.66% | 16.8% | 96% | - | - | - | - | - |
| SWDA SW iShares Core MSCI World |
4.44% | 16% | 92.8% | - | - | - | - | - |
| H4ZJ XETRA HSBC MSCI World |
1.47% | 5.72% | 96.6% | - | - | - | - | - |
| WRDUSW SW UBS (Irl) - MSCI World |
4.51% | 16.1% | 91.9% | - | - | - | - | - |
| TSWE AS VanEck Sustainable World |
1.01% | 8.56% | 74.1% | - | - | - | - | - |
| ASRW XETRA BNP Paribas Easy MSCI World |
4.54% | 16.1% | 70.1% | - | - | - | - | - |
| VGWL XETRA Vanguard FTSE All-World |
1.55% | 5.77% | 86.6% | - | - | - | - | - |
| SPPW XETRA SPDR MSCI World EUR |
1.41% | 5.77% | 85.6% | - | - | - | - | - |
Performance Comparison: WSRUSA vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for WSRUSA
| Total Return (including Dividends) | WSRUSA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.19% | 4.46% | 4.99% |
| 3 Months | -0.09% | 10.86% | 10.23% |
| 12 Months | -1.64% | 16.14% | 14.42% |
| 5 Years | 50.30% | 84.74% | 110.17% |
| Trend Score (consistency of price movement) | WSRUSA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | -64.8% | 73.9% | 79.1% |
| 3 Months | 60.2% | 96.5% | 95.5% |
| 12 Months | -9.7% | 59.9% | 44.7% |
| 5 Years | 68.6% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th12.04 | -4.09% | -4.58% |
| 3 Month | %th13.09 | -9.88% | -9.36% |
| 12 Month | %th3.14 | -15.30% | -14.03% |
| 5 Years | %th9.42 | -18.64% | -28.49% |
FAQs
Does UBS(Lux)Fund Solutions (WSRUSA) outperform the market?
No,
over the last 12 months WSRUSA made -1.64%, while its related Sector, the Vanguard Total World Stock (VT) made 16.14%.
Over the last 3 months WSRUSA made -0.09%, while VT made 10.86%.
Performance Comparison WSRUSA vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
WSRUSA vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.5% | -4.8% | -14.3% | -16% |
| US NASDAQ 100 | QQQ | -2.1% | -5.2% | -15.8% | -15% |
| German DAX 40 | DAX | -1.5% | 0.8% | -25.9% | -32% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.3% | -4% | -14.8% | -19% |
| Hongkong Hang Seng | HSI | -0.5% | -6.9% | -32.9% | -38% |
| India NIFTY 50 | INDA | -1.4% | -1.8% | -11.7% | -1% |
| Brasil Bovespa | EWZ | -5.1% | -7.8% | -37.2% | -15% |
WSRUSA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.4% | -5.5% | -18.6% | -28% |
| Consumer Discretionary | XLY | -3.5% | -2.7% | -7.4% | -21% |
| Consumer Staples | XLP | -2.7% | 0.3% | -13.8% | -12% |
| Energy | XLE | -3.1% | -5.9% | -9.5% | -0% |
| Financial | XLF | -2.6% | -3.4% | -17.5% | -30% |
| Health Care | XLV | -1.4% | -2.3% | -6.8% | 3% |
| Industrial | XLI | -3.3% | -4% | -21.1% | -26% |
| Materials | XLB | -5.6% | -5.6% | -18.5% | -9% |
| Real Estate | XLRE | -1.6% | -0.7% | -12.9% | -15% |
| Technology | XLK | -2% | -8.9% | -17.3% | -13% |
| Utilities | XLU | -1.2% | 0.7% | -15.6% | -25% |
| Aerospace & Defense | XAR | -2.7% | -7.4% | -32.7% | -50% |
| Biotech | XBI | -2.1% | -4.2% | -0.2% | 6% |
| Homebuilder | XHB | -7.4% | -11.4% | -8.3% | -8% |
| Retail | XRT | -5.1% | -5.3% | -9.1% | -12% |
WSRUSA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.4% | -8.49% | -5.83% | 5% |
| Natural Gas | UNG | 2.4% | 8.8% | 1.8% | 4% |
| Gold | GLD | -1% | 1% | -33.6% | -45% |
| Silver | SLV | -1% | -5% | -31% | -25% |
| Copper | CPER | -4.7% | -6% | -34.9% | -19% |
WSRUSA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.7% | -3% | -9.7% | -2% |
| iShares High Yield Corp. Bond | HYG | -1% | -1.7% | -12.4% | -12% |