UBS (Lux) Equity SICAV - Climate Action (USD), Anteilsklasse Q-acc, USD/ LU2533006636 /
| NAV10/9/2024 | Chg.-1.0200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 126.6100USD | -0.80% | reinvestment | Equity Worldwide | UBS AM S.A. (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 9.93 | -0.12 | -0.95 | 3.36 | -7.76 | 3.53 | 8.01 | -5.75 | -2.73 | -4.38 | 5.19 | 9.54 | +17.12% |
| 2024 | -2.92 | -1.77 | 6.69 | 4.30 | 1.30 | -3.01 | -0.76 | 0.94 | 7.76 | -3.29 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 16.19% | 17.80% | 17.27% | -% | -% |
| Sharpe ratio | 0.52 | 0.14 | 1.19 | - | - |
| Best month | +9.54% | +7.76% | +9.54% | - | - |
| Worst month | -3.29% | -3.29% | -4.38% | - | - |
| Maximum loss | -13.45% | -13.45% | -13.45% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| UBS (Lux) Equity SICAV - Climate... | reinvestment | 124.9900 | +22.99% | - | |
| UBS (Lux) Equity SICAV - Climate... | reinvestment | 126.6100 | +23.85% | - | |
| UBS (Lux) Equity SICAV - Climate... | reinvestment | 12,882.8604 | +25.02% | - |
Performance
| YTD | +8.85% | ||
|---|---|---|---|
| 6 Months | +2.81% | ||
| 1 Year | +23.85% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +28.29% | ||
| Year | |||
| 2023 | +17.12% | ||
