(UIMM) UBS (Lux) Fund - Performance 3.3% in 12m
Compare UIMM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
62.09%
#74 in Group
Rel. Strength
48.13%
#4128 in Universe
Total Return 12m
3.33%
#113 in Group
Total Return 5y
76.96%
#69 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: UIMM (3.3%) vs VT (9.5%)
5y Drawdown (Underwater) Chart
Top Performers in Global 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 |
|---|---|---|---|---|---|---|---|---|
| H4ZJ XETRA HSBC MSCI World |
9.7% | 5.43% | 100% | - | - | - | - | - |
| VGWL XETRA Vanguard FTSE All-World |
9.68% | 6.1% | 94.4% | - | - | - | - | - |
| TSWE AS VanEck Sustainable World |
11.4% | 6.82% | 81.3% | - | - | - | - | - |
| JREG XETRA JPMorgan s (Ireland) ICAV |
9.57% | 3.74% | 93.2% | - | - | - | - | - |
| SPPW XETRA SPDR MSCI World EUR |
9.66% | 5.65% | 88.5% | - | - | - | - | - |
| MVEW XETRA iShares Edge MSCI World |
5.67% | 8.5% | 48% | - | - | - | - | - |
| SC0J XETRA Invesco MSCI World EUR |
9.65% | 5.64% | 88.3% | - | - | - | - | - |
| XDWL XETRA db x-trackers MSCI World |
9.77% | 5.55% | 87.8% | - | - | - | - | - |
Performance Comparison: UIMM vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for UIMM
| Total Return (including Dividends) | UIMM | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 10.63% | 6.91% | 5.69% |
| 3 Months | -10.04% | -2.44% | -6.49% |
| 12 Months | 3.33% | 9.54% | 9.72% |
| 5 Years | 76.96% | 88.13% | 107.51% |
| Trend Score (consistency of price movement) | UIMM | VT | S&P 500 |
| 1 Month | 92.2% | 92.1% | 89.4% |
| 3 Months | -83.9% | -61.6% | -72% |
| 12 Months | 25.2% | 56.4% | 49.3% |
| 5 Years | 86.2% | 72.6% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #44 | 3.47% | 4.67% |
| 3 Month | #135 | -7.78% | -3.79% |
| 12 Month | #119 | -5.67% | -5.82% |
| 5 Years | #102 | -5.94% | -14.7% |
FAQs
Does UIMM UBS (Lux) Fund outperforms the market?
No,
over the last 12 months UIMM made 3.33%, while its related Sector, the Vanguard Total World Stock (VT) made 9.54%.
Over the last 3 months UIMM made -10.04%, while VT made -2.44%.
Over the last 3 months UIMM made -10.04%, while VT made -2.44%.
Performance Comparison UIMM vs Indeces and Sectors
UIMM vs. Indices UIMM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.79% | 4.94% | -4.63% | -6.39% |
| US NASDAQ 100 | QQQ | 0.52% | 3.24% | -5.04% | -7.47% |
| US Dow Jones Industrial 30 | DIA | 0.90% | 7.96% | -3.60% | -2.92% |
| German DAX 40 | DAX | 0.34% | -4.43% | -30.2% | -21.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.56% | 7.75% | -3.86% | -2.98% |
| Hongkong Hang Seng | HSI | -2.09% | -4.27% | -14.1% | -4.89% |
| India NIFTY 50 | INDA | 4.49% | 7.42% | -6.53% | 1.30% |
| Brasil Bovespa | EWZ | -2.24% | -0.99% | -13.8% | 9.60% |
UIMM vs. Sectors UIMM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.42% | 4.15% | -10.8% | -17.1% |
| Consumer Discretionary | XLY | -0.63% | 3.94% | -2.44% | -11.5% |
| Consumer Staples | XLP | 1.65% | 9.93% | -11.5% | -3.92% |
| Energy | XLE | -1.46% | 6.14% | 1.37% | 12.4% |
| Financial | XLF | 0.09% | 3.79% | -10.5% | -18.2% |
| Health Care | XLV | 4.89% | 13.7% | 0.60% | 9.34% |
| Industrial | XLI | -0.14% | 2.32% | -5.61% | -7.04% |
| Materials | XLB | 0.63% | 5.59% | -0.58% | 9.41% |
| Real Estate | XLRE | 1.58% | 3.72% | -7.01% | -10.2% |
| Technology | XLK | -0.05% | 0.92% | -2.36% | -2.77% |
| Utilities | XLU | 0.07% | 5.49% | -12.4% | -12.7% |
| Aerospace & Defense | XAR | 0.61% | 1.46% | -13.9% | -22.6% |
| Biotech | XBI | 8.51% | 7.86% | 16.4% | 18.2% |
| Homebuilder | XHB | 1.15% | 5.02% | 9.00% | 12.2% |
| Retail | XRT | 0.73% | 4.49% | 1.66% | 9.59% |