UBS (Lux) Equity Fund - Small Caps USA (USD), Anteilsklasse P-acc, USD
MVD-Fonds Rating | EDA |
---|---|
![]() ![]() ![]() ![]() ![]() ![]() | 63 |
ISIN: LU0038842364 | WKN: 972309
KAG: UBS AM S.A. (EU)
NAV: 1.154,38 USD am 18.06.2025
Chart
Kennzahlen UBS (Lux) Equity Fund - Small Caps USA (USD), Anteilsklasse P-acc, USD
1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
Performance | -0,50% | -13,07% | -7,33% | +15,27% | +18,86% | +53,46% | +1.054,38% |
Volatilität | +16,90% | +30,22% | +26,13% | +24,41% | +25,76% | +24,67% | +22,78% |
Sharpe Ratio | -0,47 | -0,88 | -0,36 | +0,12 | +0,06 | +0,10 | +0,25 |
Bester Monat | - | +4,05% | +10,53% | +12,43% | +14,18% | +16,22% | +19,59% |
Schl. Monat | - | -10,75% | -10,75% | -10,75% | -13,77% | -17,51% | -25,85% |
Max. Verlust | -3,04% | -31,38% | -34,58% | -34,58% | -42,22% | -42,22% | -59,27% |
Monatsperformance UBS (Lux) Equity Fund - Small Caps USA (USD), Anteilsklasse P-acc, USD
2025 | 2024 | 2023 | 2022 | 2021 | |
Januar | +3,68% | -0,64% | +10,15% | -13,77% | +0,11% |
Februar | -9,84% | +12,43% | -2,60% | +3,00% | +7,48% |
März | -10,75% | +0,55% | -4,06% | +1,03% | -2,29% |
April | -1,50% | -6,82% | -2,52% | -12,80% | +4,89% |
Mai | +4,05% | +1,48% | -0,07% | -4,77% | -4,82% |
Juni | +1,86% | -0,36% | +8,29% | -8,44% | +2,60% |
Juli | - | +4,57% | +4,08% | +10,77% | -1,38% |
August | - | -0,23% | -5,16% | -2,07% | +3,05% |
September | - | +2,53% | -6,90% | -8,84% | -3,21% |
Oktober | - | -1,26% | -8,86% | +9,02% | +2,40% |
November | - | +10,53% | +10,81% | +2,22% | -6,49% |
Dezember | - | -9,33% | +11,39% | -5,63% | +2,43% |
Gesamt | -12,90% | +12,02% | +12,25% | -29,05% | +3,90% |
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