Vortrag am FONDS professionell KONGRESSUBS (Lux) Equity Fund - Mid Caps USA (USD), Anteilsklasse P-acc, USD
| MVD-Fonds Rating | EDA |
|---|---|
  | 67 |
ISIN: LU0049842262 | WKN: 974186
KAG: UBS AM S.A. (EU)
NAV: 3.893,76 USD am 14.07.2025
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Kennzahlen UBS (Lux) Equity Fund - Mid Caps USA (USD), Anteilsklasse P-acc, USD
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +1,64% | +1,97% | +13,06% | +60,88% | +59,23% | +173,86% | +1.846,88% |
| Volatilität | +13,85% | +30,19% | +24,58% | +20,81% | +22,72% | +21,82% | +21,84% |
| Sharpe Ratio | +1,56 | +0,07 | +0,45 | +0,73 | +0,34 | +0,39 | +0,37 |
| Bester Monat | - | +8,68% | +12,20% | +12,20% | +15,23% | +17,27% | +17,27% |
| Schl. Monat | - | -7,99% | -7,99% | -7,99% | -13,04% | -17,66% | -21,85% |
| Max. Verlust | -2,04% | -25,64% | -27,16% | -27,16% | -38,83% | -38,83% | -54,65% |
Monatsperformance UBS (Lux) Equity Fund - Mid Caps USA (USD), Anteilsklasse P-acc, USD
| 2025 | 2024 | 2023 | 2022 | 2021 | |
| Januar | +4,60% | -0,27% | +7,46% | -13,04% | +0,20% |
| Februar | -7,57% | +5,49% | -0,16% | -1,20% | +3,79% |
| März | -7,99% | +1,83% | +0,98% | +1,15% | -2,45% |
| April | +2,65% | -5,32% | -1,88% | -11,92% | +5,99% |
| Mai | +8,68% | +1,54% | +3,86% | -3,35% | -2,31% |
| Juni | +4,08% | -0,06% | +8,29% | -8,86% | +7,14% |
| Juli | -0,71% | -1,98% | +2,66% | +11,34% | +2,40% |
| August | - | +4,99% | -2,91% | -2,23% | +1,40% |
| September | - | +1,12% | -5,40% | -7,02% | -4,39% |
| Oktober | - | +1,61% | -4,78% | +6,92% | +7,71% |
| November | - | +12,20% | +11,85% | +4,37% | -4,81% |
| Dezember | - | -6,06% | +7,95% | -7,00% | +0,29% |
| Gesamt | +2,56% | +14,72% | +29,61% | -29,17% | +14,89% |
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