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UBS (Lux) Eq. Fd US Sustainable (USD) P Cap $ LU0098995292
NAV
- Periodicity
- Daily
- Currency
- United States Dollar
- Last update
- 2/19/2026
- NAV
- 376.300
- Daily change (%)
- -0.45%
Charts
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Performance (Euro)
| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.80% | -4.74% | 24.80% | 41.27% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 13.72% | 13.00% | 14.56% |
| Negative volatility | 11.13% | 8.36% | 9.28% |
| Sharpe | Neg | 0.46 | 0.53 |
| Sortino | Neg | 0.71 | 0.83 |
Annual performance (Euro)
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| UBS (Lux) Eq. Fd US Sustainable (USD) P Cap $ | 35.36% | -16.34% | 17.22% | 14.09% | 3.33% | -2.80% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |