UBS (Lux) Equity SICAV - US Opportunity (USD), Anteilsklasse P-acc, USD
MVD-Fonds Rating | EDA |
---|---|
![]() ![]() ![]() ![]() ![]() ![]() | 66 |
ISIN: LU0070848113 | WKN: 986705
KAG: UBS AM S.A. (EU)
NAV: 578,10 USD am 08.05.2025
Chart
Kennzahlen UBS (Lux) Equity SICAV - US Opportunity (USD), Anteilsklasse P-acc, USD
1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
Performance | +14,19% | -8,19% | -2,76% | +26,15% | +75,34% | +109,54% | +478,10% |
Volatilität | +38,47% | +24,14% | +19,75% | +18,72% | +18,85% | +19,89% | +20,30% |
Sharpe Ratio | +10,41 | -0,74 | -0,25 | +0,32 | +0,52 | +0,28 | +0,21 |
Bester Monat | - | +5,48% | +5,48% | +8,88% | +12,97% | +17,63% | +17,63% |
Schl. Monat | - | -6,88% | -6,88% | -8,20% | -9,05% | -19,00% | -19,88% |
Max. Verlust | -4,32% | -20,61% | -20,61% | -20,61% | -25,75% | -38,53% | -63,16% |
Monatsperformance UBS (Lux) Equity SICAV - US Opportunity (USD), Anteilsklasse P-acc, USD
2025 | 2024 | 2023 | 2022 | 2021 | |
Januar | +3,65% | -0,71% | +8,31% | -5,95% | -1,83% |
Februar | -2,84% | +5,26% | -3,69% | -1,08% | +6,04% |
März | -6,88% | +3,12% | +0,45% | +1,51% | +3,20% |
April | -1,02% | -5,27% | +1,02% | -9,05% | +5,54% |
Mai | +2,68% | +3,02% | +1,21% | -0,33% | +0,62% |
Juni | - | -0,22% | +6,10% | -8,20% | +1,44% |
Juli | - | +0,73% | +3,69% | +8,08% | +2,12% |
August | - | +0,17% | -1,65% | -4,21% | +1,72% |
September | - | +1,16% | -3,73% | -7,43% | -3,50% |
Oktober | - | -1,35% | -3,57% | +7,45% | +6,26% |
November | - | +5,48% | +8,88% | +5,61% | -1,54% |
Dezember | - | -4,03% | +5,43% | -5,05% | +4,26% |
Gesamt | -4,69% | +6,97% | +23,53% | -18,85% | +26,54% |
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