UBS (Lux) Equity SICAV - Climate Action (USD), Anteilsklasse P-acc, USD/ LU2533006552 /
| NAV9/24/2024 | Chg.+3.1700 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 126.6100USD | +2.57% | reinvestment | Equity Worldwide | UBS Fund M. (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 9.86 | -0.18 | -1.01 | 3.31 | -7.81 | 3.46 | 7.95 | -5.81 | -2.78 | -4.44 | 5.13 | 9.48 | +16.30% |
| 2024 | -2.99 | -1.82 | 6.63 | 4.24 | 1.24 | -3.06 | -0.82 | 0.87 | 5.49 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 15.89% | 17.07% | 17.29% | -% | -% |
| Sharpe ratio | 0.63 | 1.02 | 0.96 | - | - |
| Best month | +9.48% | +6.63% | +9.48% | - | - |
| Worst month | -3.06% | -3.06% | -4.44% | - | - |
| Maximum loss | -13.58% | -13.58% | -13.58% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| UBS (Lux) Equity SICAV - Climate... | reinvestment | 126.6100 | +19.85% | - | |
| UBS (Lux) Equity SICAV - Climate... | reinvestment | 128.2200 | +20.69% | - | |
| UBS (Lux) Equity SICAV - Climate... | reinvestment | 13,041.4102 | +21.83% | - |
Performance
| YTD | +9.66% | ||
|---|---|---|---|
| 6 Months | +9.96% | ||
| 1 Year | +19.85% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +28.29% | ||
| Year | |||
| 2023 | +16.30% | ||
