Overview Performance Dividends Holdings Peer Group Options

(UEFS) UBS(Lux)Fund Solutions - Performance 1.2% in 12m

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

Performance Rating 13.42%
#8 in Peer-Group
Rel. Strength 38.31%
#4735 in Stock-Universe
Total Return 12m 1.22%
#10 in Peer-Group
Total Return 5y 3.59%
#8 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low EUR
52 Week High 8.68 EUR
52 Week Low 7.49 EUR
Sentiment Value
VRO Trend Strength +-100 19.23
Buy/Sell Signal +-5 -0.81
Support / Resistance Levels
Support
Resistance
12m Total Return: UEFS (1.2%) vs TLT (-2%)
Total Return of UBS(Lux)Fund Solutions versus its related sector ETF TLT
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (UEFS) UBS(Lux)Fund Solutions - Performance 1.2% in 12m

Top Performer in Global Emerging Markets Bond

Short Term Performance

Symbol 1w 1m 3m
UEFS -0.03% -0.99% -1.11%
ENDH 0.28% 0.74% 3.15%
IS02 0.48% -0.67% -1.72%
JPEA 0.21% -0.57% -2.70%

Long Term Performance

Symbol 6m 12m 5y
UEFS -6.55% 1.22% 3.59%
ENDH 4.27% 8.12% 15.0%
IS02 -6.27% 0.55% 3.70%
JPEA -7.11% -3.18% -10.0%

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
ENDH XETRA
L&G ESG Emerging Markets		 0.74% 8.12% 15% - - - - -
IS02 XETRA
iShares J.P. Morgan EM		 -0.67% 0.55% 3.7% - - - - -
JPEA SW
iShares J.P. Morgan EM		 -0.57% -3.18% -10% - - - - -

Performance Comparison: UEFS vs TLT vs S&P 500

TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for UEFS
Total Return (including Dividends) UEFS TLT S&P 500
1 Month -0.99% 1.05% 5.25%
3 Months -1.11% -5.29% 24.13%
12 Months 1.22% -2.02% 14.15%
5 Years 3.59% -38.55% 111.83%

Trend Score (consistency of price movement) UEFS TLT S&P 500
1 Month -64.1% 83.8% 81%
3 Months 35.9% -21% 96.9%
12 Months 18.2% -66.8% 44.9%
5 Years 25.4% -88.6% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. TLT vs. S&P 500
1 Month %th39.39 -2.02% -5.93%
3 Month %th72.73 4.41% -20.33%
12 Month %th69.70 3.31% -11.33%
5 Years %th81.82 68.57% -51.10%

FAQs

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

Yes, over the last 12 months UEFS made 1.22%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -2.02%. Over the last 3 months UEFS made -1.11%, while TLT made -5.29%.

Performance Comparison UEFS vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

UEFS vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1.7% -6.2% -12.2% -13%
US NASDAQ 100 QQQ -1.5% -6.3% -12.9% -12%
German DAX 40 DAX 0.4% 0.4% -24.4% -28%
Shanghai Shenzhen CSI 300 CSI 300 -1.6% -4.2% -15.6% -19%
Hongkong Hang Seng HSI -1.3% -7.1% -31.7% -37%
India NIFTY 50 INDA 0.1% -4.5% -12.5% 2%
Brasil Bovespa EWZ -4.2% -9.8% -37.3% -9%

UEFS vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -0.4% -6.9% -16.3% -23%
Consumer Discretionary XLY -1.2% -4.2% -4.6% -17%
Consumer Staples XLP -2.1% -1.6% -13.9% -8%
Energy XLE -2.1% -8.1% -8.1% 1%
Financial XLF -2.4% -6.1% -17.1% -29%
Health Care XLV -1.2% -3.1% -4.9% 6%
Industrial XLI -1.8% -5.2% -20.1% -24%
Materials XLB -4% -5.3% -16.7% -5%
Real Estate XLRE -1.7% -2% -11.9% -12%
Technology XLK -2.5% -9.7% -14.5% -10%
Utilities XLU -0.7% -2.8% -15.4% -22%
Aerospace & Defense XAR 0.4% -8.1% -30.8% -48%
Biotech XBI -2.7% -4.4% 1% 8%
Homebuilder XHB -4.2% -8% -5% -4%
Retail XRT -4.3% -6% -7.9% -10%

UEFS vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -2.6% -9.43% -3.82% 9%
Natural Gas UNG 7.8% 8.8% 4.6% 3%
Gold GLD -2% 0.2% -32.9% -38%
Silver SLV -2.8% -7.9% -29.6% -16%
Copper CPER -0.8% -5.6% -29.3% -10%

UEFS vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 0.1% -2% -8.8% 3%
iShares High Yield Corp. Bond HYG -0.5% -2.6% -11.1% -9%