| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -4.72% | -6.65% | 67.90% | 59.86% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 20.51% | 16.61% | 18.44% |
| Negative volatility | 15.82% | 9.89% | 11.89% |
| Sharpe | Neg | 1.04 | 0.60 |
| Sortino | Neg | 1.75 | 0.93 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| UBS (Lux) Eq. Sicav USA Growth P Cap $ | 34.46% | -30.75% | 37.48% | 38.87% | 1.37% | -4.72% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |