Compare
UBS (Lux) Eq. Sicav Us Opportunity P Cap $ LU0070848113
NAV
- Periodicity
- Daily
- Currency
- United States Dollar
- Last update
- 2/19/2026
- NAV
- 704.410
- Daily change (%)
- -0.30%
Charts
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Performance (Euro)
| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.81% | -1.38% | 29.54% | 55.15% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.57% | 13.20% | 14.44% |
| Negative volatility | 13.25% | 8.80% | 9.07% |
| Sharpe | Neg | 0.52 | 0.66 |
| Sortino | Neg | 0.77 | 1.04 |
Annual performance (Euro)
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| UBS (Lux) Eq. Sicav Us Opportunity P Cap $ | 37.10% | -13.82% | 19.25% | 13.77% | 3.50% | -0.81% | |
| Equity Usa - Large & Mid Cap Value | 34.66% | -1.48% | 7.69% | 22.01% | 2.19% | 6.37% | |