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UBS (Lux) Eq. Sicav USA Growth U-X Cap $ LU0236040787
NAV
- Periodicity
- Daily
- Currency
- United States Dollar
- Last update
- 3/31/2025
- NAV
- 90,858.3828
- Daily change (%)
- -0.08%
Charts
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Performance (Euro)
| Analysis at 3/31/2025 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -14.00% | 5.80% | 29.84% | 135.91% |
| Analysis at 3/31/2025 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 20.79% | 20.55% | 19.54% |
| Negative volatility | 15.44% | 13.72% | 11.43% |
| Sharpe | 0.20 | 0.40 | 0.91 |
| Sortino | 0.28 | 0.60 | 1.56 |
Annual performance (Euro)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
| UBS (Lux) Eq. Sicav USA Growth U-X Cap $ | 25.55% | 37.28% | -29.30% | 40.37% | 41.81% | -14.00% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |