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UBS International Sustainable Equity A (BNIEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.12+0.11 (+1.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.19%
5-year average return5.16%
Number of years up17
Number of years down9
Best 1-yr total return (2 Jul 2024)39.38%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return39.38%
Worst 3-yr total return-0.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBNIEXCategory
YTD4.62%9.07%
1-month-1.68%-1.09%
3-month0.50%5.12%
1-year8.14%33.76%
3-year0.16%8.50%
5-year5.08%10.08%
10-year4.41%5.80%
Last bull market16.65%14.90%
Last bear market-11.46%-23.70%

Annual total return (%) history

Year
BNIEXCategory
2024
N/AN/A
2023
15.16%N/A
2022
-14.38%N/A
2021
3.11%N/A
2020
12.61%9.30%
2019
22.36%21.59%
2018
-16.94%-14.59%
2017
30.92%25.12%
2016
-1.07%0.79%
2015
-1.34%-1.59%
2014
5.10%-4.98%
2013
15.65%19.44%
2012
18.50%18.29%
2011
-18.01%-13.97%
2010
12.03%10.24%
2009
39.38%31.24%
2008
-44.19%-43.99%
2007
8.11%12.71%
2006
23.67%24.77%
2005
9.33%14.72%
2004
17.14%17.39%
2003
31.25%33.58%
2002
-14.27%-16.69%
2001
-17.10%-21.67%
2000
-9.30%-16.34%
1999
18.90%40.28%
1998
13.96%12.72%
1997
N/A5.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.09%0.50%N/AN/A
20237.08%4.04%-3.66%7.30%
2022-6.87%-11.46%-11.18%16.91%
20211.70%4.09%-2.00%-0.60%
2020-22.68%17.60%5.93%16.92%
201910.29%3.73%-2.90%10.15%
2018-0.65%-4.23%1.86%-14.31%
20177.61%7.52%6.89%5.86%
2016-5.27%-0.49%5.96%-0.96%
20155.83%2.27%-12.99%4.76%
20141.42%4.68%-1.90%0.91%
20132.82%-1.56%9.93%3.94%
201214.00%-8.91%7.11%6.53%
20111.85%-0.48%-24.00%6.43%
20101.74%-12.89%17.22%7.85%
2009-12.46%29.86%18.21%3.72%
2008-8.77%-5.05%-17.75%-21.66%
20072.18%6.48%2.00%-2.58%
20068.16%-0.36%4.56%9.74%
2005-0.82%-1.76%8.33%3.58%
20042.14%0.03%0.67%13.88%
2003-9.13%17.09%6.15%16.21%
20020.62%-0.12%-21.29%8.38%
2001-12.30%0.97%-10.56%4.67%
2000-4.32%0.37%-7.66%2.28%
1999-0.75%3.17%1.79%14.07%
199812.87%0.09%-13.67%16.86%
1997-0.47%-7.41%N/AN/A

Rank in category (by total return)

YTD70
1-month52
3-month39
1-year78
3-year74
5-year74

Load adjusted returns

1-year2.19%
3-year-1.71%
5-year3.90%
10-year3.82%