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    UBS Asset Management

  • UBS US Small Cap Growth Fund

UBS US Small Cap Growth Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1997 0.8 -1.8 -4.6 0 0 0 0 0 0 0 0 0 0
1998 8.9 2.4 6.6 5.6 -21.2 -8.6 -2 -5.4 -0.3 4.2 8 -1.2 -6.9
1999 10.7 15.7 3.8 3.5 -2.2 0.9 6.9 4.4 -0.2 2.2 -8.4 0.2 41.9
2000 10.2 -17.4 -3.1 -1.8 13.8 -4.9 17.8 -6.5 -3.5 8.6 15.9 -2.8 21.8
2001 5.2 6.9 5.9 -12.2 -4.9 -4.7 1.8 0.4 13.3 -9.3 -11.8 2.3 -10.2
2002 -7.1 4.7 6.5 -6 0 -9.2 -5.1 -4.3 -1.4 7.5 -2.4 -1.9 -18.4
2003 -0.5 3.6 8.3 -2.1 6.7 7.3 3.3 8.1 8.2 0.4 -1.6 -3 44.8
2004 4.9 5.8 3.4 4.5 -1.4 -6 4.9 0.3 -5.3 -1.8 -1.2 3.1 10.9
2005 0.4 4.9 -4.2 0.9 -2 6.3 2.7 7.5 -4.8 -2.7 2.7 -4.3 6.7
2006 -1.4 3.2 3.6 0.3 2.2 -3.2 0.3 -6.7 -0.7 4.1 -0.6 8.1 8.6
2007 0.3 -7.4 4.2 1.5 1.3 -3.7 -2.3 4.6 2.4 1.8 1.1 1.9 5
2008 4.6 -12.8 -25.5 -12.4 2.5 -2.6 -3.8 4.2 5.6 0.2 -2.6 -9 -44.1
2009 7.8 3 -5.4 6.4 1.4 8.7 2.3 4.2 12.3 6.2 -7.4 -7.8 33.4
2010 7.8 5.7 5.4 13.2 -5.6 7 -5.1 -7.1 5.5 9.1 5.3 -5.6 0
2011 4.8 -5.4 14.3 -10.7 -7.9 -2.6 -1.9 -0.2 3.4 2.6 5.5 0.5 0
2012 1.7 -0.7 -3.7 1.7 5.3 -0.2 5 -8.9 -1.2 3.5 6.5 7.2 16.1
2013 3 3.3 -0.2 6.4 1.8 7.3 1.9 4.6 -1.4 5.7 1.8 5.7 0
2014 3.5 1.7 5.2 -5.8 6.2 -5 8.4 0.3 -7.3 -3.5 4.8 0.8 8.2
2015 -3.9 4 4.5 -5.4 -9.3 -1.5 3.7 4.9 -3.2 2.1 7 -3.8 -2.1
2016 -0.5 9.8 -5.4 2 0.5 7.6 1 2.5 2.3 8.2 -4.9 -13.9 6.7
2017 0.5 3.7 1.9 4.9 -1 -0.7 1.6 0 0.9 1 2.1 3.1 19.4
2018 -13.3 -0.1 -12.8 -1.8 11.2 0.1 0.6 9.5 0.3 0.7 -1.3 5.1 -4.7
2019 -6.1 6.4 2.1 -6.6 -3.1 2.6 10 -6.9 4.2 -0.2 6.7 12.9 21.5
2020 -10.2 14 1.7 -9.3 6.9 7.1 6.3 14.4 16.2 -17.6 -6.4 -0.7 44.7
2021 -17.1 -6 2.5 -3.2 3.1 -1.2 2.7 -4.8 5 21.1 7.4 0.2 -14.9
2022 -10.2 2.4 9.7 -9.2 -2 10.8 -8.3 -4.6 -12.8 1.2 3.1 -13.6 -31.6
2023 11.5 11 -8.8 -6.8 -5 4.1 8.5 0.1 -2.6 -3.9 -2.5 10.3 13.8
2024 -6.1 0.7 12.4 -0.5 0 0 0 0 0 0 0 0 5.8