(UIMR) UBS (Lux) Fund - Performance 12.4% in 12m
Compare UIMR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.89%
#57 in Group
Rel. Strength
68.22%
#2536 in Universe
Total Return 12m
12.37%
#16 in Group
Total Return 5y
74.02%
#66 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: UIMR (12.4%) vs VT (12.2%)
5y Drawdown (Underwater) Chart
Top Performers in Eurozone 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 |
|---|---|---|---|---|---|---|---|---|
| ELFB XETRA Deka Oekom Euro |
-0.52% | 18.7% | 163% | - | - | - | - | - |
| H4ZA XETRA HSBC EURO STOXX 50 |
-2.55% | 10.8% | 116% | - | - | - | - | - |
| UET5 XETRA UBS(Lux)Fund Solutions – |
-1.03% | 11% | 126% | - | - | - | - | - |
| ETDD XETRA BNP Paribas Easy Euro Stoxx |
-2.74% | 7.87% | 110% | - | - | - | - | - |
| CSSX5E SW iShares VII - iShares Core |
-2.32% | 8.39% | 111% | - | - | - | - | - |
| EUN2 XETRA iShares II Public |
-2.35% | 8.37% | 111% | - | - | - | - | - |
| SXRT XETRA iShares VII - iShares Core |
-2.34% | 8.37% | 111% | - | - | - | - | - |
| C50 PA Amundi Index Solutions |
-2.48% | 8.28% | 110% | - | - | - | - | - |
Performance Comparison: UIMR vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for UIMR
| Total Return (including Dividends) | UIMR | VT | S&P 500 |
|---|---|---|---|
| 1 Month | -0.49% | 0.59% | -0.45% |
| 3 Months | -0.39% | -2.26% | -6.29% |
| 12 Months | 12.37% | 12.19% | 13.04% |
| 5 Years | 74.02% | 91.35% | 111.82% |
| Trend Score (consistency of price movement) | UIMR | VT | S&P 500 |
| 1 Month | 23.5% | 55% | 47.5% |
| 3 Months | -67.2% | -83.1% | -87.3% |
| 12 Months | 73.8% | 58.7% | 54.3% |
| 5 Years | 73.8% | 72.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #20 | -0.72% | 0.67% |
| 3 Month | #65 | 2.28% | 7.05% |
| 12 Month | #17 | 1.75% | 1.05% |
| 5 Years | #76 | -8.73% | -17.3% |
FAQs
Does UIMR UBS (Lux) Fund outperforms the market?
Yes,
over the last 12 months UIMR made 12.37%, while its related Sector, the Vanguard Total World Stock (VT) made 12.19%.
Over the last 3 months UIMR made -0.39%, while VT made -2.26%.
Over the last 3 months UIMR made -0.39%, while VT made -2.26%.
Performance Comparison UIMR vs Indeces and Sectors
UIMR vs. Indices UIMR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.23% | -0.04% | 8.34% | -0.67% |
| US NASDAQ 100 | QQQ | -2.15% | -2.39% | 7.63% | -2.60% |
| US Dow Jones Industrial 30 | DIA | -0.69% | 2.36% | 9.10% | 3.10% |
| German DAX 40 | DAX | -0.87% | -0.27% | -9.75% | -12.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.42% | 2.72% | 12.0% | 7.40% |
| Hongkong Hang Seng | HSI | -0.83% | 1.03% | 7.81% | -0.56% |
| India NIFTY 50 | INDA | 1.29% | -5.37% | 8.46% | 9.47% |
| Brasil Bovespa | EWZ | 0.40% | -3.32% | 2.64% | 19.1% |
UIMR vs. Sectors UIMR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.38% | 0.11% | 2.36% | -11.1% |
| Consumer Discretionary | XLY | -1.26% | 0.10% | 7.17% | -2.30% |
| Consumer Staples | XLP | 0.83% | 0.33% | 4.24% | 1.43% |
| Energy | XLE | 3.03% | 13.6% | 13.5% | 21.7% |
| Financial | XLF | -0.12% | 1.52% | 1.41% | -10.3% |
| Health Care | XLV | 1.47% | 4.18% | 13.5% | 13.6% |
| Industrial | XLI | -1.55% | -0.79% | 7.30% | 1.68% |
| Materials | XLB | 0.58% | 2.73% | 16.2% | 16.8% |
| Real Estate | XLRE | -1.12% | 0.61% | 8.18% | -5.99% |
| Technology | XLK | -2.79% | -2.92% | 11.3% | 1.93% |
| Utilities | XLU | 0.05% | -0.59% | 3.92% | -8.42% |
| Aerospace & Defense | XAR | -2.26% | -7.47% | -5.54% | -15.1% |
| Biotech | XBI | -1.07% | -6.04% | 23.7% | 17.8% |
| Homebuilder | XHB | 0.04% | 1.59% | 23.3% | 18.5% |
| Retail | XRT | 0.01% | 0.67% | 14.3% | 13.9% |