Overview Performance Dividends Holdings Peer Group Options

(UEQ3) UBS (Irl) Fund - Performance 0.8% in 12m

UEQ3 performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 67.56%
#3 in Peer-Group
Rel. Strength 37.91%
#4766 in Stock-Universe
Total Return 12m 0.76%
#26 in Peer-Group
Total Return 5y 92.02%
#9 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low GBP
52 Week High 145.10 GBP
52 Week Low 126.06 GBP
Sentiment Value
VRO Trend Strength +-100 44.49
Buy/Sell Signal +-5 1.00
Support / Resistance Levels
Support
Resistance
12m Total Return: UEQ3 (0.8%) vs XLE (-0.2%)
Total Return of UBS (Irl) Fund versus its related sector ETF XLE
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (UEQ3) UBS (Irl) Fund - Performance 0.8% in 12m

Top Performer in Commodities - Broad Basket

Short Term Performance

Symbol 1w 1m 3m
UEQ3 1.09% 2.43% 5.73%
LYTR 0.77% 2.70% 3.79%
BCCMS 1.78% 1.40% 3.75%
XAAG 0.23% -0.45% -0.96%

Long Term Performance

Symbol 6m 12m 5y
UEQ3 3.77% 0.76% 92%
BCCMS 5.28% 2.87% 65.1%
LYTR -3.79% -3.42% 93.8%
XAAG -4.20% -2.30% 67.1%

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
SXRS XETRA
iShares Diversified		 -1.37% -3.24% 70.4% - - - - -
LYTR XETRA
Lyxor Commodities		 2.7% -3.42% 93.8% - - - - -
XAAG XETRA
Invesco Bloomberg Commodity		 -0.45% -2.3% 67.1% - - - - -
BCCMS SW
UBS (Irl) Fund Solutions		 1.4% 2.87% 65.1% - - - - -

Performance Comparison: UEQ3 vs XLE vs S&P 500

XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for UEQ3
Total Return (including Dividends) UEQ3 XLE S&P 500
1 Month 2.43% 7.06% 5.25%
3 Months 5.73% 11.40% 24.13%
12 Months 0.76% -0.22% 14.15%
5 Years 92.02% 184.25% 111.83%

Trend Score (consistency of price movement) UEQ3 XLE S&P 500
1 Month 1.9% 39.7% 81%
3 Months 87% 75.1% 96.9%
12 Months 67% -31.8% 44.9%
5 Years 77.9% 92.6% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLE vs. S&P 500
1 Month %th68.63 -4.32% -2.67%
3 Month %th64.71 -5.09% -14.82%
12 Month %th52.94 0.98% -11.73%
5 Years %th76.47 -32.45% -9.35%

FAQs

Does UBS (Irl) Fund (UEQ3) outperform the market?

Yes, over the last 12 months UEQ3 made 0.76%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -0.22%. Over the last 3 months UEQ3 made 5.73%, while XLE made 11.40%.

Performance Comparison UEQ3 vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

UEQ3 vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -0.6% -2.8% -1.9% -13%
US NASDAQ 100 QQQ -0.4% -2.9% -2.6% -12%
German DAX 40 DAX 1.5% 3.8% -14.1% -28%
Shanghai Shenzhen CSI 300 CSI 300 -0.5% -0.8% -5.3% -19%
Hongkong Hang Seng HSI -0.2% -3.6% -21.4% -38%
India NIFTY 50 INDA 1.2% -1% -2.2% 2%
Brasil Bovespa EWZ -3.1% -6.4% -27% -9%

UEQ3 vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 0.8% -3.5% -6% -24%
Consumer Discretionary XLY -0.1% -0.7% 5.8% -17%
Consumer Staples XLP -0.9% 1.8% -3.6% -8%
Energy XLE -0.9% -4.6% 2.2% 1%
Financial XLF -1.3% -2.7% -6.8% -29%
Health Care XLV -0.1% 0.3% 5.5% 5%
Industrial XLI -0.7% -1.8% -9.8% -24%
Materials XLB -2.9% -1.9% -6.4% -5%
Real Estate XLRE -0.6% 1.5% -1.6% -12%
Technology XLK -1.4% -6.3% -4.2% -10%
Utilities XLU 0.5% 0.6% -5.1% -22%
Aerospace & Defense XAR 1.5% -4.6% -20.5% -49%
Biotech XBI -1.6% -0.9% 11.3% 8%
Homebuilder XHB -3.1% -4.6% 5.3% -5%
Retail XRT -3.2% -2.6% 2.4% -11%

UEQ3 vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -1.5% -6.01% 6.50% 8%
Natural Gas UNG 8.9% 12.3% 14.9% 3%
Gold GLD -0.9% 3.6% -22.5% -38%
Silver SLV -1.6% -4.5% -19.3% -17%
Copper CPER 0.3% -2.2% -19% -10%

UEQ3 vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1.2% 1.4% 1.5% 3%
iShares High Yield Corp. Bond HYG 0.6% 0.8% -0.8% -9%