(UIM5) UBS (Lux) Fund - Performance 5.2% in 12m

UIM5 performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 52.96%
#18 in Peer-Group
Rel. Strength 48.37%
#3928 in Stock-Universe
Total Return 12m 5.18%
#25 in Peer-Group
Total Return 5y 44.95%
#16 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low EUR
52 Week High 53.64 EUR
52 Week Low 44.58 EUR
Sentiment Value
VRO Trend Strength +-100 17.31
Buy/Sell Signal +-5 1.00
Support / Resistance Levels
Support
Resistance
12m Total Return: UIM5 (5.2%) vs EXS1 (29.5%)
Total Return of UBS (Lux) Fund versus its related sector ETF EXS1
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (UIM5) UBS (Lux) Fund - Performance 5.2% in 12m

Top Performer in Japan Large-Cap Blend Equity

Short Term Performance

Symbol 1w 1m 3m
UIM5 -1.45% -1.08% -1.72%
SJPD 0.05% 2.74% 4.58%
EDMJ 0.09% 2.39% 3.60%
EUNN -1.18% -0.66% -1.17%

Long Term Performance

Symbol 6m 12m 5y
UIM5 -1.4% 5.18% 45%
SJPD 8.54% 12.7% 42.0%
EDMJ 7.58% 13.3% 44.1%
EUNN -0.44% 6.57% 43.4%

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
EJAP PA
BNP Paribas Easy MSCI Japan
-1.15% 6% 46.9% - - - - -
PRAJ XETRA
Amundi Index Solutions
-0.87% 5.98% 46.4% - - - - -
EJAP XETRA
BNP Paribas Easy MSCI Japan
-1.22% 5.93% 46.8% - - - - -
EUNN XETRA
iShares Core MSCI Japan IMI
-0.66% 6.57% 43.4% - - - - -
LCUJ XETRA
Lyxor Core MSCI Japan (DR)
-0.73% 5.58% 45.1% - - - - -
DBXJ XETRA
Xtrackers - MSCI Japan
-1.09% 5.21% 44.6% - - - - -
IJPN AS
iShares MSCI Japan Dist
-1.07% 5.26% 43.8% - - - - -
SGAJ XETRA
iShares MSCI Japan ESG
-1.56% 4.57% 42.3% - - - - -

Performance Comparison: UIM5 vs EXS1 vs S&P 500

EXS1 (iShares Core DAX (DE) ETF) is the Sector Benchmark for UIM5
Total Return (including Dividends) UIM5 EXS1 S&P 500
1 Month -1.08% -0.75% 1.11%
3 Months -1.72% 1.25% 5.58%
12 Months 5.18% 29.45% 10.51%
5 Years 44.95% 91.57% 109.12%

Trend Score (consistency of price movement) UIM5 EXS1 S&P 500
1 Month -19.6% 1.7% 69.9%
3 Months 17.8% 72.6% 69.3%
12 Months 43.3% 95.2% 43.2%
5 Years 76.2% 79.1% 84.1%

Relative Strength (compared with Indexes) Rank in Peer Group vs. EXS1 vs. S&P 500
1 Month #12 -0.33% -2.17%
3 Month #16 -2.93% -6.91%
12 Month #32 -18.75% -4.82%
5 Years #24 -24.33% -30.68%

FAQs

Does UBS (Lux) Fund (UIM5) outperform the market?

No, over the last 12 months UIM5 made 5.18%, while its related Sector, the iShares Core DAX (DE) (EXS1) made 29.45%. Over the last 3 months UIM5 made -1.72%, while EXS1 made 1.25%.

Performance Comparison UIM5 vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

UIM5 vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1% -2.2% -0.4% -5%
US NASDAQ 100 QQQ -0.8% -2.6% 0.4% -4%
German DAX 40 DAX 1.2% -0.3% -16.8% -24%
Shanghai Shenzhen CSI 300 CSI 300 -0.7% -0.2% -2.2% -6%
Hongkong Hang Seng HSI -1.5% -6.1% -19.4% -22%
India NIFTY 50 INDA 0.7% 0.3% 0.6% 7%
Brasil Bovespa EWZ -3.3% -1.5% -20.6% -4%

UIM5 vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -0.7% -2.6% -3.2% -18%
Consumer Discretionary XLY -0.5% 0.7% 9.5% -13%
Consumer Staples XLP -0.7% -0.9% -1.9% -2%
Energy XLE -6.9% -4% -4% 2%
Financial XLF 0.6% 1.5% -3.2% -19%
Health Care XLV -2.9% -5.4% 0.1% 10%
Industrial XLI 0% -1.4% -6% -13%
Materials XLB -0.3% -2.5% -1.2% 6%
Real Estate XLRE -1.5% -2% -1.4% -8%
Technology XLK -1.3% -3.1% -0.8% 1%
Utilities XLU -2.4% -1.6% -8.8% -16%
Aerospace & Defense XAR 0% -6.9% -17.3% -38%
Biotech XBI -0.7% -8.8% 10.4% 13%
Homebuilder XHB 0.6% 3.9% 15% 15%
Retail XRT 2.9% -0.9% 7.6% 4%

UIM5 vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -12.8% -19.8% -10.3% 2%
Natural Gas UNG -0.2% 1.5% -18.7% 20%
Gold GLD -4.6% -7.3% -30.6% -42%
Silver SLV -0.2% -12.4% -20% -17%
Copper CPER 1.5% -2.8% -15.3% -3%

UIM5 vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -2.5% -1.8% 1% 9%
iShares High Yield Corp. Bond HYG -1.5% -1.6% -4.1% -4%