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UBAM Swiss Equity AHC USD (0P0000SI15)

Other OTC - Other OTC Delayed Price. Currency in USD
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437.00+1.76 (+0.40%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.00%
5-Year Average Return0.00%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Invalid Date)36.77%
Worst 1 Yr Total Return (Invalid Date)N/A
Best 3-Yr Total Return36.77%
Worst 3-Yr Total Return0.78%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000SI15Category
YTD6.17%0.00%
1-Month-2.52%0.00%
3-Month5.32%0.00%
1-Year5.76%0.00%
3-Year0.73%0.00%
5-Year6.15%0.00%
10-Year7.09%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000SI15Category
2024
N/AN/A
2023
9.56%N/A
2022
-26.04%N/A
2021
27.63%N/A
2020
8.45%N/A
2019
36.77%N/A
2018
-13.66%N/A
2017
28.10%N/A
2016
-0.77%N/A
2015
2.87%N/A
2014
12.25%N/A
2013
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.92%N/AN/AN/A
20238.07%1.00%-3.41%3.92%
2022-11.82%-16.80%-6.32%7.61%
20215.93%9.90%2.20%7.27%
2020-13.39%12.27%4.92%6.30%
201915.45%7.63%2.52%7.36%
2018-3.41%2.03%2.37%-14.42%
20179.67%5.63%5.70%4.62%
2016-7.16%1.02%5.54%0.24%
20153.22%-3.54%-3.47%7.04%
20144.47%2.14%0.17%5.01%
2013-1.36%6.84%7.08%N/A

Rank In Category (By Total Return)

YTDN/A
1-MonthN/A
3-MonthN/A
1-YearN/A
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year5.76%
3-Year0.73%
5-Year6.15%
10-Year7.09%