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UBS (D) Euro Aktiv - Balance (0P0000JMCH.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
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152.50+0.73 (+0.48%)
At close: 10:00PM CEST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.09%
5-Year Average Return3.83%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (May 16, 2024)22.62%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return22.62%
Worst 3-Yr Total Return-0.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000JMCH.FCategory
YTD2.35%0.00%
1-Month-1.24%0.00%
3-Month1.77%0.00%
1-Year6.53%0.00%
3-Year0.74%0.00%
5-Year3.01%0.00%
10-Year3.20%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000JMCH.FCategory
2024
N/AN/A
2023
9.49%N/A
2022
-12.68%N/A
2021
10.19%N/A
2020
3.24%N/A
2019
15.78%N/A
2018
-8.97%N/A
2017
6.85%N/A
2016
5.14%N/A
2015
2.36%N/A
2014
2.22%N/A
2013
8.37%N/A
2012
10.99%N/A
2011
-12.91%N/A
2010
5.63%N/A
2009
22.62%N/A
2008
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.63%N/AN/AN/A
20234.06%1.31%-1.47%5.40%
2022-5.63%-8.37%-4.17%5.37%
20214.23%2.93%-0.03%2.74%
2020-16.52%12.53%1.80%7.95%
20198.13%2.91%1.12%2.90%
2018-2.62%1.00%0.31%-7.72%
20173.52%0.69%2.42%0.08%
2016-1.67%0.27%4.34%2.19%
20157.43%-3.00%-4.99%3.39%
20140.42%1.91%-0.66%0.56%
20132.69%-0.47%3.12%2.83%
20125.67%-1.28%4.29%2.03%
2011-0.35%-0.75%-14.66%3.18%
20102.17%-4.13%4.58%3.13%
2009-4.10%13.15%9.52%3.17%
2008-6.43%-10.59%N/AN/A

Rank In Category (By Total Return)

YTD56
1-Month64
3-Month49
1-Year61
3-Year56
5-Year33

Load Adjusted Returns

1-Year0.14%
3-Year-1.32%
5-Year1.74%
10-Year2.57%