UBS (Irl) Investor Selection - Equity Opportunity Long Short Fund (CHF hedged) P-PF-acc/ IE00BSSWBB11 /
| NAV23.07.2024 | Diff.+0.4900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 97.3200CHF | +0.51% | thesaurierend | Alternative Investments weltweit | UBS Fund M. (IE) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | 2.90 | 0.41 | 1.01 | 3.34 | -2.22 | -2.32 | -1.02 | -0.05 | - |
| 2019 | -0.67 | 1.52 | 2.89 | -0.49 | 1.05 | 2.56 | 0.69 | 1.14 | -2.48 | -0.83 | 1.27 | -1.23 | +5.40% |
| 2020 | 4.09 | -2.24 | 3.25 | 0.23 | 1.06 | 0.54 | 4.31 | 1.56 | 1.85 | -1.71 | -3.49 | 2.28 | +11.98% |
| 2021 | -4.86 | -2.22 | 0.74 | 3.26 | -2.29 | 1.49 | 2.59 | 1.54 | -2.15 | 3.28 | 2.16 | -0.48 | +2.70% |
| 2022 | -7.80 | -0.17 | -0.03 | 2.21 | -0.29 | 2.04 | 0.04 | 0.36 | 3.06 | -2.71 | -1.66 | 2.04 | -3.34% |
| 2023 | -7.21 | 1.13 | 1.21 | 1.95 | -1.35 | -3.95 | -4.69 | 3.33 | 0.50 | 2.07 | -1.85 | -5.64 | -14.16% |
| 2024 | 6.82 | 0.43 | -1.43 | 4.31 | 0.69 | 0.90 | -1.82 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9.82% | 9.47% | 10.65% | 10.17% | 10.99% |
| Sharpe Ratio | 1.53 | 0.59 | 0.16 | -0.55 | -0.30 |
| Bester Monat | +6.82% | +6.82% | +6.82% | +6.82% | +6.82% |
| Schlechtester Monat | -5.64% | -1.82% | -5.64% | -7.80% | -7.80% |
| Maximaler Verlust | -4.74% | -4.74% | -9.24% | -18.64% | -19.79% |
| Outperformance | +19.77% | - | +19.84% | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| UBS (Irl) Investor Selection - E... | thesaurierend | 111.7100 | +9.22% | +2.00% | |
| UBS (Irl) Investor Selection - E... | thesaurierend | 116.1300 | +7.70% | +0.71% | |
| UBS (Irl) Investor Selection - E... | thesaurierend | 118.3500 | +10.03% | +4.05% | |
| UBS (Irl) Investor Selection - E... | thesaurierend | 187.7200 | +9.47% | +2.99% | |
| UBS (Irl) Investor Selection - E... | thesaurierend | 114.2400 | +7.04% | -1.10% | |
| UBS (Irl) Investor Selection - E... | thesaurierend | 103.9200 | +8.76% | +0.76% | |
| UBS (Irl) Investor Selection - E... | thesaurierend | 10'503.1797 | +9.47% | - | |
| UBS (Irl) Investor Selection - E... | thesaurierend | 104.5900 | +7.85% | -1.53% | |
| UBS (Irl) Investor Selection - E... | thesaurierend | 132.7200 | +8.64% | +0.49% | |
| UBS (Irl) Investor Selection - E... | thesaurierend | 97.3200 | +5.38% | -5.59% | |
| UBS (Irl) Investor Selection - E... | thesaurierend | 118.4500 | +9.27% | +2.42% | |
| UBS (Irl) Investor Selection - E... | thesaurierend | 94.1900 | +6.18% | -3.43% | |
| UBS (Irl) Investor Selection - E... | thesaurierend | 123.9700 | +10.10% | +4.49% |
Performance
| lfd. Jahr | +10.02% | ||
|---|---|---|---|
| 6 Monate | +4.52% | ||
| 1 Jahr | +5.38% | ||
| 3 Jahre | -5.59% | ||
| 5 Jahre | +1.98% | ||
| 10 Jahre | - | ||
| seit Beginn | +13.11% | ||
| Jahr | |||
| 2023 | -14.16% | ||
| 2022 | -3.34% | ||
| 2021 | +2.70% | ||
| 2020 | +11.98% | ||
| 2019 | +5.40% | ||
