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BNVCX: UBS U.S. EQUITY OPPORTUNITY FUND CLASS C (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/12/2001 |
Last Dividend Date: | 12/17/2012 |
12-Mo. Yield | 0.00% |
Expenses | 1.96% |
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Performance Analytics (As of 09/04/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/12/2001 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.9 | 4.7 | 3.8 | 3.9 | -6.2 | -4.6 | 13.3 | 31.0 | 13.2 | -6.5 | 9.4 | 20.3 | -50.3 | -10.1 | 7.6 | -1.8 | -5.1 | 29.5 | -17.3 | 2.5 |
Sharpe Ratio | NA | -3.51 | -1.57 | -0.88 | -0.88 | NA | -0.9 | -3.62 | -1.35 | -0.38 | 0.92 | -0.31 | -0.96 | -0.46 | 0.05 | -1.35 | -1.6 | -1.11 | -1.59 | -1.22 | 0.63 | -1.42 | 6.26 |
Draw Down(%) | NA | 19.7 | 25.7 | 25.7 | 71.7 | NA | 72.3 | 17.3 | 15.8 | 8.5 | 5.7 | 15.9 | 25.0 | 18.1 | 33.3 | 53.2 | 18.7 | 8.8 | 10.9 | 16.1 | 14.5 | 32.3 | 1.1 |
Standard Deviation(%) | NA | 11.8 | 14.3 | 14.8 | 25.4 | NA | 23.3 | 11.4 | 17.2 | 13.8 | 13.6 | 17.2 | 26.0 | 19.8 | 34.4 | 51.6 | 20.1 | 13.3 | 14.3 | 20.2 | 16.1 | 26.0 | 10.5 |
Treynor Ratio | NA | -0.74 | -0.25 | -0.13 | -0.2 | NA | -0.19 | -0.76 | -0.23 | -0.05 | 0.11 | -0.04 | -0.25 | -0.09 | 0.01 | -0.6 | -0.3 | -0.15 | -0.24 | -0.28 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.11 | -0.04 | -0.02 | -0.03 | NA | -0.02 | -0.11 | -0.02 | 0.0 | -0.01 | -0.01 | -0.03 | -0.02 | -0.02 | -0.04 | -0.06 | -0.03 | -0.03 | -0.05 | NA | NA | NA |
Beta | NA | 0.56 | 0.89 | 0.99 | 1.11 | NA | 1.1 | 0.55 | 1.02 | 1.1 | 1.13 | 1.2 | 0.99 | 1.07 | 1.24 | 1.17 | 1.06 | 0.97 | 0.95 | 0.88 | NA | NA | NA |
RSquared | NA | 0.4 | 0.7 | 0.74 | 0.86 | NA | 0.71 | 0.4 | 0.85 | 0.84 | 0.85 | 0.81 | 0.82 | 0.97 | 0.97 | 0.88 | 0.72 | 0.58 | 0.48 | 0.24 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 1.9 | 4.1 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 1.5 | 9.4 | 9.7 | 9.4 | 10.8 | 18.2 | 0.0 | 0.3 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -99.8 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -44.4 | 28.6 | -90.8 | -91.5 | -13.8 | 9.1 | -12.4 | -44.0 | 64600.0 | -90.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/12/2001
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