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
1998 0 0 0 0 0 0 0 0 0 0 0 0 0
1999 10.6 15.8 3.7 3.4 -2.2 0.9 6.9 4.4 -0.2 2.1 -8.4 0 41.1
2000 -9.7 -17.4 -3.2 -1.9 13.2 -4.5 17.9 -6.5 -3.6 8.6 15.9 -2.8 -0.3
2001 1 6.8 5.8 -12.2 -4.9 -3.3 0.4 0.3 13.2 -9.3 -11.9 2.3 -14.2
2002 -7.1 4.6 6.6 -6.1 -0.1 -9.2 -5 -4.3 -1.5 7.5 -2.4 -1.8 -18.6
2003 -0.5 3.6 8.2 -2.1 6.7 7.2 3.2 8.2 8.2 0.4 -1.7 -3 44.3
2004 4.9 5.7 3.4 4.5 -1.4 -6 4.8 0.3 -5.2 -1.9 -1.2 3.1 10.7
2005 0.3 4.9 -4.3 0.9 -2 6.3 2.7 7.4 -4.8 -2.7 2.7 -4.3 6.4
2006 -1.5 3.1 3.6 0.3 2.1 -3.2 0.4 -6.8 -0.7 4.1 -0.6 8.1 8.4
2007 0.2 -7.4 4.1 1.5 1.2 -3.7 -2.3 4.5 2.4 1.7 1 1.9 4.7
2008 4.7 -12.9 -25.5 -12.5 2.5 -2.6 -3.8 4.1 5.6 0.2 -2.7 -9 -44.3
2009 7.8 3 -5.4 6.3 1.4 8.7 2.4 4.1 12.3 6.1 -7.5 -7.7 33.2
2010 7.8 5.6 5.4 13.3 -5.7 7.1 -5.1 -7.2 5.4 9.1 5.3 -5.6 38.2
2011 4.8 -5.5 14.3 -10.6 -8 -2.6 -1.9 -0.3 3.4 2.5 5.5 0.6 -0.2
2012 1.7 -0.7 -3.8 1.7 5.3 -0.2 5 -8.9 -1.2 3.4 6.6 7.2 15.9
2013 3 3.3 -0.3 6.4 1.7 7.3 1.8 4.5 -1.4 5.6 1.9 5.6 46.8
2014 3.4 1.7 5.2 -5.8 6.2 -5 8.4 0.3 -7.3 -3.6 4.8 0.8 7.9
2015 -3.8 4 4.4 -5.5 -9.3 -1.5 3.7 4.8 -3.2 2.1 7 -3.8 -2.3
2016 -0.6 9.8 -5.5 2 0.4 7.6 1 2.5 2.3 8.1 -4.9 -14 6.4
2017 0.4 3.7 1.8 4.9 -1 -0.7 1.5 0 0.8 1 2.1 3.1 19
2018 -13.4 -0.1 -12.8 -1.9 11.2 0.1 0.6 9.5 0.3 0.7 -1.3 5.1 -4.9
2019 -6.9 6.4 2.1 -6.6 -3.1 2.6 9.9 -6.9 4.2 -0.2 6.7 12.9 20.2
2020 -13.3 13.9 1.7 -10.6 6.9 7.1 6.2 14.3 16.2 -17.5 -6.5 -0.7 42.3
2021 -19.9 -6.1 2.5 -3.3 3.1 -1.3 2.7 -4.8 4.9 25.3 7.3 0.2 -18
2022 -11.1 2.3 9.6 -9.2 -2 10.8 -8.4 -4.6 -12.8 1.1 3 -13.7 -32.5
2023 11.5 11 -8.8 -6.8 -5.1 4.1 8.5 0.1 -2.6 -3.9 -2.5 10.3 13.6
2024 -9.5 0.7 12.4 -0.6 0 0 0 0 0 0 0 0 5.7