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BNAYX: UBS Dynamic Alpha Y (MUTUAL FUND)
Basic Info 5.65 0.01(0.18%) March 30
| Asset Class: | Multialternative |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 02/04/2005 |
| Last Dividend Date: | 12/19/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.54% |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.3 | 7.5 | 2.4 | 7.6 | 2.6 | 1.5 | 1.6 | 2.4 | -5.2 | 3.3 | 5.1 | 8.2 | -6.0 | 4.4 | -1.7 | -6.6 | 3.4 | 6.1 | 14.3 | -1.3 | 3.0 | 27.3 | -21.5 | -3.6 | 7.7 | 7.0 |
| SR | NA | -1.04 | -1.18 | 0.49 | 0.01 | 0.01 | NA | 0.11 | -1.09 | 0.22 | 0.47 | 1.96 | -2.09 | 1.67 | -0.49 | -1.13 | 0.79 | 1.21 | 3.34 | -0.19 | 0.4 | 1.39 | -0.92 | -1.04 | 0.75 | 1.37 |
| DD(%) | NA | 4.0 | 8.4 | 17.2 | 17.2 | 20.6 | NA | 38.9 | 10.0 | 9.9 | 15.9 | 2.6 | 7.1 | 1.3 | 5.8 | 11.1 | 2.6 | 7.8 | 2.8 | 6.4 | 8.7 | 21.9 | 30.6 | 5.7 | 3.2 | 2.6 |
| SD(%) | NA | 6.4 | 6.3 | 10.2 | 8.9 | 7.0 | NA | 9.6 | 6.0 | 14.9 | 10.4 | 3.5 | 3.5 | 2.2 | 3.9 | 5.9 | 4.3 | 5.0 | 4.3 | 7.0 | 7.3 | 19.5 | 24.2 | 6.4 | 5.9 | 4.1 |
| TR | NA | -0.27 | -0.4 | 0.28 | 0.0 | 0.0 | NA | 0.04 | -0.37 | -7.14 | 0.19 | 0.36 | -1.01 | 0.81 | -0.17 | -0.37 | 0.13 | 0.28 | 1.07 | 0.61 | 0.09 | 0.46 | -0.42 | -0.49 | 0.09 | 0.21 |
| Alpha(%) | NA | -0.04 | -0.02 | 0.01 | -0.01 | -0.01 | NA | -0.01 | -0.01 | 0.02 | 0.0 | 0.01 | -0.03 | 0.01 | -0.01 | -0.03 | 0.0 | 0.0 | 0.05 | 0.0 | -0.01 | 0.04 | -0.01 | -0.03 | -0.01 | 0.02 |
| Beta(%) | NA | 0.25 | 0.19 | 0.18 | 0.2 | 0.19 | NA | 0.3 | 0.18 | 0.0 | 0.25 | 0.19 | 0.07 | 0.05 | 0.11 | 0.18 | 0.26 | 0.22 | 0.14 | -0.02 | 0.31 | 0.6 | 0.53 | 0.14 | 0.48 | 0.27 |
| RS | NA | 0.43 | 0.48 | 0.13 | 0.24 | 0.23 | NA | 0.39 | 0.5 | 0.0 | 0.72 | 0.47 | 0.13 | 0.02 | 0.14 | 0.23 | 0.47 | 0.23 | 0.16 | 0.01 | 0.59 | 0.69 | 0.8 | 0.12 | 0.68 | 0.47 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/04/2005
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See Multialternative Asset Class Trend Rankings |
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