| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -4.57% | -5.58% | 73.37% | 68.47% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 20.53% | 16.62% | 18.45% |
| Negative volatility | 15.63% | 9.75% | 11.74% |
| Sharpe | Neg | 1.11 | 0.66 |
| Sortino | Neg | 1.89 | 1.03 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| UBS (Lux) Eq. Sicav USA Growth Q Cap $ | 35.84% | -30.04% | 38.89% | 40.31% | 2.53% | -4.57% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |