UBS(Lux)Eq.SICAV Brazil USD P Acc/  LU0286682959  /

Fonds
NAV11/14/2017 Chg.-1.8200 Type of yield Investment Focus Investment company
64.6000USD -2.74% reinvestment Equity Mixed Sectors UBS AG Lux 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2007 - - - - - 3.29 3.98 -6.61 15.98 11.55 -7.46 1.39 -
2008 -9.28 12.63 -10.76 14.11 12.75 -9.44 -7.15 -11.53 -28.24 -33.09 -7.54 -2.33 -62.17%
2009 -0.82 -4.35 13.67 21.06 21.09 -2.66 11.18 1.89 13.98 2.79 7.09 2.76 +124.74%
2010 -11.78 3.78 7.78 -1.67 -9.99 -2.81 14.89 -3.15 10.17 3.69 -7.20 5.67 +5.82%
2011 -5.34 2.35 4.27 0.97 -2.64 -0.36 -6.22 -4.62 -18.58 19.91 -8.77 -1.31 -22.20%
2012 15.29 6.33 -7.04 -6.37 -14.01 -0.26 0.99 -0.02 0.39 -1.71 -1.97 7.94 -3.53%
2013 3.26 -1.68 -1.47 1.03 -8.12 -13.16 -1.75 -3.41 12.61 5.61 -7.29 -4.03 -19.03%
2014 -10.69 1.79 11.85 4.28 -2.92 4.75 1.78 10.38 -19.68 0.10 -4.35 -11.52 -17.57%
2015 -5.51 2.69 -10.04 13.65 -11.18 3.25 -11.57 -13.69 -10.05 5.30 -1.56 -6.28 -39.32%
2016 -2.77 4.80 25.74 7.77 -10.77 18.86 9.34 0.94 0.26 13.57 -12.62 1.35 +62.97%
2017 9.82 3.85 -4.26 0.40 -6.71 -2.26 10.60 6.32 5.56 -3.83 -6.12 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 26.73% 29.28% 27.34% 31.85% 29.45%
Sharpe ratio 0.54 -0.30 0.76 0.06 -0.13
Best month +10.60% +10.60% +10.60% +25.74% +25.74%
Worst month -6.71% -6.71% -12.62% -13.69% -19.68%
Maximum loss -19.09% -19.09% -19.09% -54.84% -66.37%
Outperformance -12.19% - -6.65% +5.18% +1.37%
 
All quotes in USD

Performance

YTD  
+12.04%
6 Months
  -4.69%
1 Year  
+20.32%
3 Years  
+4.96%
5 Years
  -19.62%
Since start
  -35.40%
Year
2016  
+62.97%
2015
  -39.32%
2014
  -17.57%
2013
  -19.03%
2012
  -3.53%
2011
  -22.20%
2010  
+5.82%
2009  
+124.74%
2008
  -62.17%