(UIM5) UBS (Lux) Fund - Performance 4.4% in 12m
UIM5 performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
51.03%
#17 in Peer-Group
Rel. Strength
43.87%
#4169 in Stock-Universe
Total Return 12m
4.38%
#24 in Peer-Group
Total Return 5y
44.30%
#14 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 | 57.74 |
| Buy/Sell Signal +-5 | 2.30 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: UIM5 (4.4%) vs EXS1 (30.7%)
5y Drawdown (Underwater) Chart
Top Performer in Japan 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 |
|---|---|---|---|---|---|---|---|---|
| EJAP PA BNP Paribas Easy MSCI Japan |
-0.34% | 5.1% | 46.7% | - | - | - | - | - |
| EJAP XETRA BNP Paribas Easy MSCI Japan |
-0.41% | 5.12% | 46.5% | - | - | - | - | - |
| PRAJ XETRA Amundi Index Solutions |
-2.23% | 3.1% | 43.4% | - | - | - | - | - |
| EUNN XETRA iShares Core MSCI Japan IMI |
0.05% | 6.13% | 42.6% | - | - | - | - | - |
| DBXJ XETRA Xtrackers - MSCI Japan |
-0.39% | 4.34% | 44.2% | - | - | - | - | - |
| LCUJ XETRA Lyxor Core MSCI Japan (DR) |
-0.4% | 4.31% | 44.2% | - | - | - | - | - |
| IJPN AS iShares MSCI Japan Dist |
-0.46% | 4.49% | 43.4% | - | - | - | - | - |
| SJPD AS iShares Core MSCI Japan IMI |
3.09% | 15.9% | 51.3% | - | - | - | - | - |
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 | -0.42% | 0.37% | 4.52% |
| 3 Months | 2.31% | 8.06% | 10.25% |
| 12 Months | 4.38% | 30.70% | 14.16% |
| 5 Years | 44.30% | 90.84% | 116.91% |
| Trend Score (consistency of price movement) | UIM5 | EXS1 | S&P 500 |
|---|---|---|---|
| 1 Month | -74% | -64.3% | 79.1% |
| 3 Months | 57.5% | 70.9% | 91.7% |
| 12 Months | 35.5% | 95.1% | 44% |
| 5 Years | 76.1% | 79.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. EXS1 | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th63.83 | -0.79% | -4.73% |
| 3 Month | %th57.45 | -5.32% | -7.21% |
| 12 Month | %th27.66 | -20.14% | -8.57% |
| 5 Years | %th61.70 | -24.39% | -33.48% |
FAQs
Does UBS (Lux) Fund (UIM5) outperform the market?
No,
over the last 12 months UIM5 made 4.38%, while its related Sector, the iShares Core DAX (DE) (EXS1) made 30.70%.
Over the last 3 months UIM5 made 2.31%, while EXS1 made 8.06%.
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 | 1.1% | -4.9% | -4.4% | -10% |
| US NASDAQ 100 | QQQ | 0.5% | -6% | -5.8% | -10% |
| German DAX 40 | DAX | 0.3% | -0.8% | -19.6% | -26% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.8% | -2.9% | -0.4% | -12% |
| Hongkong Hang Seng | HSI | 0.8% | -7.3% | -21.5% | -31% |
| India NIFTY 50 | INDA | 0.8% | -2.8% | -5.3% | 4% |
| Brasil Bovespa | EWZ | 1.9% | -3.9% | -26% | -6% |
UIM5 vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0% | -7.3% | -10.7% | -23% |
| Consumer Discretionary | XLY | 1.7% | -2.3% | 3.6% | -16% |
| Consumer Staples | XLP | 4.6% | 0.8% | -3.3% | -4% |
| Energy | XLE | 4.5% | -5% | -1.7% | 8% |
| Financial | XLF | 1.4% | -2.9% | -7.6% | -24% |
| Health Care | XLV | 2.3% | -2.1% | 2.4% | 10% |
| Industrial | XLI | 1.6% | -3.6% | -11.2% | -19% |
| Materials | XLB | 2.5% | -2.8% | -5.1% | 1% |
| Real Estate | XLRE | 5.8% | 0% | -2.7% | -7% |
| Technology | XLK | 0.4% | -8.9% | -6.5% | -6% |
| Utilities | XLU | 3.5% | -1.4% | -8.1% | -19% |
| Aerospace & Defense | XAR | -0.7% | -10% | -25.5% | -48% |
| Biotech | XBI | 2.7% | -3.6% | 8.4% | 15% |
| Homebuilder | XHB | 2.5% | -4.3% | 6.1% | 4% |
| Retail | XRT | 3.4% | -2.6% | 3% | -2% |
UIM5 vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 7.7% | -9.48% | 2.84% | 15% |
| Natural Gas | UNG | 5.4% | -3.9% | 9% | 5% |
| Gold | GLD | 6.8% | 1% | -24.4% | -35% |
| Silver | SLV | 4.6% | -8.1% | -22.6% | -17% |
| Copper | CPER | 0.3% | -9% | -22.8% | -11% |
UIM5 vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.9% | -2.2% | -0.5% | 3% |
| iShares High Yield Corp. Bond | HYG | 3.1% | -2% | -3.8% | -6% |