| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -4.54% | -5.35% | 75.01% | 71.28% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 20.54% | 16.63% | 18.46% |
| Negative volatility | 15.60% | 9.72% | 11.69% |
| Sharpe | Neg | 1.13 | 0.67 |
| Sortino | Neg | 1.93 | 1.07 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| UBS (Lux) Eq. Sicav USA Growth I-A1 Cap $ | 36.33% | -29.79% | 39.39% | 40.82% | 2.78% | -4.54% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |