UBS (Lux) Bond SICAV - USD Investment Grade Corporates Sustainable (USD) U-X-acc

- -Buena relación rentabilidad/riesgo
This sub-fund promotes environmental and/or social characteristics and complies with Article 8 of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”). The actively managed sub-fund invests primarily in corporate bonds denominated in USD of issuers with a strong ESG (Environmental, Social and Governance) profile . The sub-fund uses the benchmark Bloomberg US Corporate Intermediate Index (TR) as reference for portfolio construction, performance evaluation, sustainability profile comparison and risk management purposes. The benchmark is not designed to promote ESG characteristics. For share classes with “hedged” in their name, currency-hedged versions of the benchmark (if available) are used.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 6,33 | 3 años: 3,36 | 5 años: 3,37 | Inicio: 2,75 | 2025: -3,57 | 2024: 11,60 | 2023: 4,26 | 2022: -3,53 | 2021: 6,73 |
Rentabilidad anual: Categoría | 1 año: 5,03 | 3 años: 1,26 | 5 años: 1,86 | Inicio: - | 2025: -3,56 | 2024: 8,68 | 2023: 4,35 | 2022: -10,32 | 2021: 5,72 |
Rentabilidad anual: Percentil | 1 año: 4,00 | 3 años: 8,00 | 5 años: 7,00 | Inicio:- | 2025: 72,00 | 2024: 11,00 | 2023: 55,00 | 2022: 15,00 | 2021: 22,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 5,80 | 3 Ratio Sharpe: -0,35 | 5 Correlación: 98,83 | Beta: 0,64 | Alfa: 0,43 | Tracking error: 3,49 | Info Ratio: 0,57 |