OTC Markets OTCPK - Delayed Quote USD

UBS (Lux) KSS As GlStr Bal$ Q-acc (0P00016WYV)

147.92
+0.27
+(0.18%)
At close: May 20 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return 18.06%
Worst 1Y Total Return --
Best 3Y Total Return 18.06%
Worst 3Y Total Return -2.78%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00016WYV
Category
YTD
1.48%
0.00%
1-Month
-0.20%
0.00%
3-Month
-0.51%
0.00%
1-Year
5.44%
0.00%
3-Year
2.54%
0.00%
5-Year
3.96%
0.00%
10-Year
3.10%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00016WYV
Category
2025
--
--
2024
5.17%
--
2023
6.88%
--
2022
-15.19%
--
2021
1.39%
--
2020
12.72%
--
2019
17.06%
--
2018
-8.93%
--

2017
18.06%
--
2016
4.78%
--
2015
-3.44%
--
2014
4.08%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.69% -- -- --
2024 2.09% 2.89% 3.73% -3.47%
2023 2.12% 0.62% -2.19% 6.33%
2022 -6.65% -8.40% -7.18% 6.85%
2021 1.73% 2.59% -3.06% 0.21%
2020 -14.31% 12.29% 5.98% 10.54%
2019 8.94% 1.59% -0.45% 6.25%
2018 -0.05% -2.17% -0.37% -6.52%
2017 6.00% 3.56% 4.22% 3.20%
2016 0.74% 0.48% 4.88% -1.30%

2015 2.42% -0.55% -6.85% 1.77%
2014 0.32% 3.58% -0.69% 0.86%

Rank in Category (By Total Return)

YTD 59
1-Month 67
3-Month 80
1-Year 78
3-Year 27
5-Year 34

Load Adjusted Returns

1-Year 1.22%
3-Year 1.16%
5-Year 3.12%
10-Year 2.68%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category --
Fund Family UBS Asset Management (Europe) S.A.
Net Assets --
YTD Return 1.48%
Yield 0.00%
Morningstar Rating
Inception Date Nov 22, 2013

Fund Summary

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