(UIM5) UBS (Lux) Fund - Performance 1.6% in 12m
Compare UIM5 with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
55.78%
#24 in Group
Rel. Strength
44.37%
#4440 in Universe
Total Return 12m
1.63%
#35 in Group
Total Return 5y
50.88%
#17 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: UIM5 (1.6%) vs EXS1 (24.7%)
5y Drawdown (Underwater) Chart
Top Performers in Japan Large-Cap 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 |
|---|---|---|---|---|---|---|---|---|
| JPNA SW UBS(Lux)Fund Solutions – |
-0.11% | -1.78% | 111% | - | - | - | - | - |
| LCJP AS Amundi MSCI Japan |
-0.85% | -2.17% | 101% | - | - | - | - | - |
| EJAP PA BNP Paribas Easy MSCI Japan |
-0.89% | 2.59% | 53.7% | - | - | - | - | - |
| PR1J XETRA Amundi Prime Japan DR (D) |
-0.59% | 2.3% | 52.8% | - | - | - | - | - |
| PRAJ XETRA Amundi Index Solutions |
-0.65% | 2.11% | 52.7% | - | - | - | - | - |
| VJPA XETRA Vanguard FTSE Japan USD |
-0.73% | 2.08% | 50.3% | - | - | - | - | - |
| VJPN XETRA Vanguard FTSE Japan |
-0.8% | 2.03% | 50.4% | - | - | - | - | - |
| PTPXE PA Amundi PEA Japan Topix |
-0.74% | 2.8% | 48.7% | - | - | - | - | - |
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 | -1.00% | 1.32% | -0.87% |
| 3 Months | -5.36% | 3.30% | -7.58% |
| 12 Months | 1.63% | 24.68% | 11.88% |
| 5 Years | 50.88% | 108.43% | 110.33% |
| Trend Score (consistency of price movement) | UIM5 | EXS1 | S&P 500 |
| 1 Month | 26.9% | 28.7% | 23% |
| 3 Months | -82.1% | -18.5% | -88.5% |
| 12 Months | 44.7% | 89.6% | 55.1% |
| 5 Years | 76.2% | 78.9% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. EXS1 | vs. S&P 500 |
| 1 Month | #51 | -2.29% | -0.13% |
| 3 Month | #37 | -8.38% | 2.40% |
| 12 Month | #44 | -18.5% | -9.16% |
| 5 Years | #31 | -27.6% | -28.3% |
FAQs
Does UIM5 UBS (Lux) Fund outperforms the market?
No,
over the last 12 months UIM5 made 1.63%, while its related Sector, the iShares Core DAX (DE) (EXS1) made 24.68%.
Over the last 3 months UIM5 made -5.36%, while EXS1 made 3.30%.
Over the last 3 months UIM5 made -5.36%, while EXS1 made 3.30%.
Performance Comparison UIM5 vs Indeces and Sectors
UIM5 vs. Indices UIM5 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.34% | -0.13% | 4.24% | -10.3% |
| US NASDAQ 100 | QQQ | -2.37% | -2.40% | 3.81% | -11.0% |
| US Dow Jones Industrial 30 | DIA | -0.40% | 2.18% | 4.33% | -7.57% |
| German DAX 40 | DAX | -0.11% | -2.32% | -15.3% | -23.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.62% | 1.82% | 7.23% | -4.33% |
| Hongkong Hang Seng | HSI | -0.35% | -1.06% | 2.32% | -12.3% |
| India NIFTY 50 | INDA | 1.50% | -5.06% | 3.95% | -1.44% |
| Brasil Bovespa | EWZ | -0.54% | -5.60% | 0.54% | 7.45% |
UIM5 vs. Sectors UIM5 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.59% | 0.05% | -1.89% | -22.3% |
| Consumer Discretionary | XLY | -1.42% | -0.90% | 1.73% | -11.7% |
| Consumer Staples | XLP | 2.16% | -1.20% | -1.07% | -9.57% |
| Energy | XLE | 3.14% | 12.9% | 10.0% | 12.7% |
| Financial | XLF | 0.05% | 1.11% | -3.36% | -21.1% |
| Health Care | XLV | -1.26% | 2.79% | 5.93% | -0.09% |
| Industrial | XLI | -1.76% | -1.11% | 3.53% | -7.96% |
| Materials | XLB | -0.73% | 1.43% | 11.7% | 5.15% |
| Real Estate | XLRE | 0.18% | 0.31% | 5.13% | -16.5% |
| Technology | XLK | -3.79% | -2.69% | 7.58% | -6.10% |
| Utilities | XLU | 1.50% | -1.06% | 2.12% | -20.2% |
| Aerospace & Defense | XAR | -2.29% | -7.39% | -9.29% | -24.9% |
| Biotech | XBI | -2.64% | -3.28% | 16.9% | 3.46% |
| Homebuilder | XHB | -0.65% | 1.27% | 19.1% | 8.66% |
| Retail | XRT | 0.23% | -0.44% | 9.81% | 4.37% |