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BPEQX: UBS U.S. LARGE CAP EQUITY FUND CLASS P (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 12/18/2020 |
12-Mo. Yield | 1.19% |
Expenses | 0.70% |
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Performance Analytics (As of 03/31/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 83.6 | 16.7 | 17.0 | 13.3 | 9.0 | 8.8 | 9.1 | 5.4 | 22.7 | 37.5 | -9.0 | 19.1 | 11.1 | -0.8 | 15.1 | 35.6 | 12.7 | -2.5 | 13.4 | 32.1 | -40.3 | 1.0 | 14.3 | 9.7 | 13.3 | 30.5 | -16.6 | 1.9 | 3.2 | -4.1 | 18.6 | 24.8 | 13.9 |
Sharpe Ratio | NA | 3.11 | 0.57 | 0.71 | 0.63 | NA | NA | 0.37 | 1.7 | 0.54 | 2.24 | -0.55 | 2.1 | 0.65 | -0.05 | 1.17 | 2.74 | 0.81 | -0.1 | 0.7 | 1.0 | -0.92 | -0.12 | 1.13 | 0.78 | 1.17 | 1.74 | -0.68 | -0.02 | -0.04 | -0.46 | 0.87 | 1.39 | 2.19 |
Draw Down(%) | NA | 11.5 | 41.1 | 41.1 | 41.1 | NA | NA | 59.2 | 4.5 | 41.1 | 9.2 | 23.2 | 3.6 | 16.2 | 15.6 | 9.1 | 5.4 | 14.1 | 22.1 | 16.9 | 29.3 | 51.7 | 10.7 | 7.0 | 5.3 | 6.7 | 14.4 | 31.8 | 22.0 | 17.0 | 21.9 | 19.0 | 9.6 | 8.1 |
Standard Deviation(%) | NA | 26.9 | 27.6 | 22.8 | 20.4 | NA | NA | 20.8 | 14.3 | 41.4 | 16.1 | 18.9 | 8.8 | 16.6 | 16.7 | 12.9 | 13.0 | 15.7 | 24.7 | 19.1 | 32.0 | 44.6 | 16.3 | 9.7 | 9.7 | 10.6 | 17.1 | 25.9 | 18.7 | 19.9 | 15.7 | 17.5 | 15.3 | 11.2 |
Treynor Ratio | NA | 0.75 | 0.14 | 0.15 | 0.12 | NA | NA | 0.07 | 0.4 | 0.2 | 0.3 | -0.1 | 0.15 | 0.09 | -0.01 | 0.14 | 0.32 | 0.11 | -0.03 | 0.13 | 0.28 | -0.38 | -0.02 | 0.12 | 0.08 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.04 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.03 | 0.0 | 0.0 | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.12 | 1.1 | 1.11 | 1.08 | NA | NA | 1.07 | 0.6 | 1.12 | 1.19 | 1.05 | 1.2 | 1.2 | 1.04 | 1.06 | 1.12 | 1.11 | 0.97 | 1.04 | 1.15 | 1.08 | 1.02 | 0.92 | 0.92 | 0.93 | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.78 | 0.87 | 0.87 | 0.87 | NA | NA | 0.7 | 0.48 | 0.89 | 0.86 | 0.91 | 0.83 | 0.92 | 0.92 | 0.9 | 0.92 | 0.84 | 0.86 | 0.98 | 0.97 | 0.98 | 0.97 | 0.93 | 0.94 | 0.88 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.2 | 2.6 | 2.5 | 2.6 | 2.5 | 3.3 | N/A | 0.0 | 0.8 | 6.3 | 1.2 | 0.7 | 1.4 | 1.6 | 0.8 | 1.3 | 1.0 | 0.9 | 0.8 | 3.3 | 2.6 | 5.5 | 4.1 | 3.8 | 4.0 | 1.5 | 3.4 | 4.9 | 10.1 | 9.8 | 7.1 | 8.5 | 9.2 |
Dividend Growth(%) | N/A | -82.6 | 164.0 | 171.6 | -22.3 | N/A | N/A | N/A | -100.0 | -82.4 | 370.0 | 100.0 | -42.9 | -18.6 | 126.3 | -17.4 | 43.8 | 6.7 | 25.0 | -67.6 | -24.5 | -55.5 | 44.7 | 16.9 | 4.8 | 226.3 | -63.5 | -30.7 | -55.1 | -12.6 | 52.8 | -2.3 | -3.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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