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UBAM Swiss Equity AHC GBP (0P000179DK.L)
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17,297.00
+34.00
(+0.20%)
At close: 09:00PM BST
Summary
Chart
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
0.00%
5-Year Average Return
0.00%
Number of Years Up
5
Number of Years Down
3
Best 1 Yr Total Return (Invalid Date)
34.38%
Worst 1 Yr Total Return (Invalid Date)
N/A
Best 3-Yr Total Return
34.38%
Worst 3-Yr Total Return
-0.63%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
0P000179DK.L
Category
YTD
6.00%
0.00%
1-Month
-2.57%
0.00%
3-Month
5.17%
0.00%
1-Year
5.19%
0.00%
3-Year
-0.25%
0.00%
5-Year
4.88%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%
Annual Total Return (%) History
Year
0P000179DK.L
Category
2024
N/A
N/A
2023
8.94%
N/A
2022
-27.48%
N/A
2021
27.09%
N/A
2020
6.47%
N/A
2019
34.38%
N/A
2018
-15.02%
N/A
2017
26.82%
N/A
2016
-1.87%
N/A
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
8.80%
N/A
N/A
N/A
2023
7.91%
0.79%
-3.45%
3.75%
2022
-12.04%
-17.14%
-6.80%
6.75%
2021
5.77%
9.88%
2.04%
7.16%
2020
-14.41%
11.85%
4.81%
6.10%
2019
14.83%
7.13%
2.11%
6.98%
2018
-3.78%
1.72%
2.01%
-14.88%
2017
9.51%
5.53%
5.34%
4.17%
2016
-7.28%
0.32%
5.37%
0.12%
Rank In Category (By Total Return)
YTD
N/A
1-Month
N/A
3-Month
N/A
1-Year
N/A
3-Year
N/A
5-Year
N/A
Load Adjusted Returns
1-Year
5.19%
3-Year
-0.25%
5-Year
4.88%
10-Year
N/A
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