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UBS Engage For Impact P (UEIPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.790.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.53%
5-year average return7.68%
Number of years up4
Number of years down1
Best 1-yr total return (17 Jun 2024)23.64%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return23.64%
Worst 3-yr total return1.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUEIPXCategory
YTD6.19%12.08%
1-month2.92%0.64%
3-month2.59%6.49%
1-year21.43%38.01%
3-year0.46%12.74%
5-year8.35%12.82%
10-year0.00%9.05%
Last bull market23.18%18.82%
Last bear market-16.36%-20.53%

Annual total return (%) history

Year
UEIPXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20246.69%N/AN/AN/A
20233.78%4.01%-0.99%8.97%
2022-11.24%-16.36%-6.12%11.41%
20215.69%3.71%0.35%5.67%
2020-25.51%21.44%7.30%20.49%
201914.39%1.60%-2.77%9.42%

Rank in category (by total return)

YTD75
1-month85
3-month76
1-year50
3-year92
5-year83

Load adjusted returns

1-year21.43%
3-year0.46%
5-year8.35%
10-yearN/A