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UBS (Lux) Equity Fund - Global Sustainable (USD), Anteilsklasse (CAD) I-X-acc, CAD/  LU1043178554  /

Fonds
NAV14.06.2024 Diff.-1,2900 Ertragstyp Ausrichtung Fondsgesellschaft
339,7300CAD -0,38% thesaurierend Aktien weltweit UBS Fund M. (LU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2014 - - - - 1,12 0,81 0,03 3,32 0,32 1,75 3,52 0,70 -
2015 8,97 3,82 0,55 -2,83 5,89 -1,86 3,71 -3,23 -5,27 4,12 2,51 -1,20 +15,16%
2016 -6,91 -4,16 1,52 -0,80 4,96 -2,35 4,86 2,69 1,29 -1,24 3,51 2,53 +5,27%
2017 0,17 3,85 2,08 4,76 2,16 -4,02 -1,15 0,09 2,86 4,76 3,36 -2,55 +17,14%
2018 4,13 0,65 -0,19 0,31 2,75 1,26 1,72 2,44 -0,74 -7,67 2,95 -5,75 +1,17%
2019 4,71 3,19 3,20 4,61 -4,66 3,61 -0,92 -1,04 0,66 2,89 4,55 0,63 +23,10%
2020 0,54 -6,17 -9,17 9,42 4,58 1,03 2,32 2,72 0,23 -1,41 11,01 3,77 +18,53%
2021 -0,08 3,40 1,75 0,86 0,35 3,58 1,89 3,68 -2,95 2,89 1,20 2,31 +20,39%
2022 -5,95 -3,72 0,22 -5,51 -0,17 -6,62 7,45 -1,91 -4,75 7,66 7,25 -3,99 -11,03%
2023 5,48 -1,50 0,79 1,85 0,55 4,04 2,63 1,27 -3,89 -0,40 5,87 2,28 +20,20%
2024 1,47 5,66 1,91 -1,78 3,29 1,54 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 8,74% 8,73% 9,40% 13,69% 16,01%
Sharpe Ratio 3,02 2,58 2,01 0,47 0,60
Bester Monat +5,66% +5,66% +5,87% +7,66% +11,01%
Schlechtester Monat -1,78% -1,78% -3,89% -6,62% -9,17%
Maximaler Verlust -4,41% -4,41% -6,64% -22,93% -27,33%
Outperformance +4,45% - +8,69% +16,13% +46,34%
 
Alle Kurse in CAD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
UBS (Lux) Equity Fund - Global S... thesaurierend 339,7300 +22,63% +33,69%
UBS (Lux) Equity Fund - Global S... thesaurierend 16.056,0000 +11,58% +5,91%
UBS (Lux) Equity Fund - Global S... thesaurierend 357,4000 +20,16% +33,55%
UBS(Lux)E.F.-Gl.Sustain.(USD)U-X... thesaurierend 18.167,3496 +18,39% +17,92%
UBS(Lux)E.F.-Gl.Sustain.(USD)I-A... thesaurierend 402,0300 +17,54% +15,40%
UBS(Lux)E.F.-Gl.Sustain.(USD)I-B... thesaurierend 159,2100 +18,31% +17,69%
UBS(Lux)E.F.-Gl.Sustain.(USD)I-A... thesaurierend 175,6700 +17,58% +15,54%
UBS (Lux) Equity Fund - Global S... thesaurierend 292,1100 +18,39% +17,91%
UBS (Lux) Equity Fund - Global S... ausschüttend 293,4700 +18,11% +26,81%
UBS(Lux)E.F.-Gl.Sustain.(USD)Q a... thesaurierend 235,4200 +17,14% +14,23%
UBS(Lux)E.F.-Gl.Sustain.(USD)Q a... thesaurierend 194,3500 +18,97% +29,58%
UBS(Lux)E.F.-Gl.Sustain.(USD)P a... thesaurierend 151,3400 +14,09% +4,19%
UBS (Lux) Equity Fund - Global S... thesaurierend 124,1100 +17,36% -
UBS (Lux) Equity Fund - Global S... thesaurierend 120,7400 +14,76% -
UBS (Lux) Equity Fund - Global S... thesaurierend 126,1500 +18,89% -
UBS (Lux) Equity Fund - Global S... thesaurierend 126,9200 +19,29% -
UBS (Lux) Equity Fund - Global S... thesaurierend 1.600,8101 +16,29% +11,78%

Performance

lfd. Jahr  
+12,56%
6 Monate  
+12,30%
1 Jahr  
+22,63%
3 Jahre  
+33,69%
5 Jahre  
+86,25%
10 Jahre  
+230,93%
seit Beginn  
+242,92%
Jahr
2023  
+20,20%
2022
  -11,03%
2021  
+20,39%
2020  
+18,53%
2019  
+23,10%
2018  
+1,17%
2017  
+17,14%
2016  
+5,27%
2015  
+15,16%