Berlin - Delayed Quote AUD

UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (0P00016PU1.BE)

102.50 -0.29 (-0.28%)
At close: April 25 at 10:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return 14.87%
Worst 1Y Total Return --
Best 3Y Total Return 14.87%
Worst 3Y Total Return -1.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00016PU1.BE
Category
YTD
3.72%
0.00%
1-Month
2.04%
0.00%
3-Month
3.72%
0.00%
1-Year
10.43%
0.00%
3-Year
-0.06%
0.00%
5-Year
3.05%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00016PU1.BE
Category
2024
--
--
2023
9.54%
--
2022
-16.63%
--
2021
7.64%
--
2020
6.65%
--
2019
14.87%
--
2018
-6.67%
--
2017
13.62%
--

2016
7.18%
--
2015
-0.09%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.72% -- -- --
2023 2.88% 1.79% -1.59% 6.29%
2022 -7.59% -10.09% -4.21% 4.76%
2021 2.13% 3.56% -0.29% 2.06%
2020 -16.78% 12.87% 4.00% 9.18%
2019 7.48% 2.19% -0.20% 4.80%
2018 -1.16% 0.22% 2.24% -7.85%
2017 4.26% 2.89% 3.30% 2.53%
2016 0.32% 1.14% 4.15% 1.43%
2015 2.99% -0.92% -4.71% 2.75%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 3.81%
3-Year -2.10%
5-Year 1.78%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family UBS Fund Management (Luxembourg) S.A.
Net Assets --
YTD Return 3.72%
Yield 3.78%
Morningstar Rating --
Inception Date Apr 20, 2000

Fund Summary

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