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UBS Engage For Impact P (UEIPX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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12.63
-0.12
(-0.94%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
5.69%
5-year average return
7.47%
Number of years up
4
Number of years down
1
Best 1-yr total return (13 Jun 2024)
23.64%
Worst 1-yr total return (13 Jun 2024)
N/A
Best 3-yr total return
23.64%
Worst 3-yr total return
1.67%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
UEIPX
Category
YTD
6.19%
12.08%
1-month
2.92%
0.64%
3-month
2.59%
6.49%
1-year
21.43%
38.01%
3-year
0.46%
12.74%
5-year
8.35%
12.82%
10-year
0.00%
9.05%
Last bull market
23.18%
18.82%
Last bear market
-16.36%
-20.53%
Annual total return (%) history
Year
UEIPX
Category
2024
N/A
N/A
2023
16.45%
N/A
2022
-22.35%
N/A
2021
16.23%
N/A
2020
16.94%
12.96%
2019
23.64%
25.26%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
6.69%
N/A
N/A
N/A
2023
3.78%
4.01%
-0.99%
8.97%
2022
-11.24%
-16.36%
-6.12%
11.41%
2021
5.69%
3.71%
0.35%
5.67%
2020
-25.51%
21.44%
7.30%
20.49%
2019
14.39%
1.60%
-2.77%
9.42%
Rank in category (by total return)
YTD
75
1-month
85
3-month
76
1-year
50
3-year
92
5-year
83
Load adjusted returns
1-year
21.43%
3-year
0.46%
5-year
8.35%
10-year
N/A
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