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QGRPX: UBS US Quality Growth At Reasonable Price Fund Class P (MUTUAL FUND)
Basic Info 15.1 0.15(0.98%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (9%) |
Start Date: | 07/10/2020 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.50% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 07/10/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.4 | 6.0 | 32.6 | 7.5 | 12.7 | 35.5 | -25.6 | 25.5 | 13.6 |
Sharpe Ratio | NA | 0.9 | 1.81 | 0.26 | 0.55 | 2.25 | -0.97 | 1.71 | 1.6 |
Draw Down(%) | NA | 5.6 | 7.2 | 30.3 | 30.3 | 7.6 | 29.9 | 6.8 | 10.3 |
Standard Deviation(%) | NA | 14.6 | 13.5 | 19.6 | 19.3 | 14.1 | 27.8 | 14.9 | 19.0 |
Treynor Ratio | NA | 0.12 | 0.24 | 0.05 | 0.1 | 0.33 | -0.25 | 0.27 | 0.29 |
Alpha | NA | 0.01 | 0.02 | 0.01 | 0.0 | 0.03 | -0.03 | 0.0 | -0.07 |
Beta | NA | 1.13 | 1.01 | 1.05 | 1.04 | 0.96 | 1.09 | 0.96 | 1.05 |
RSquared | NA | 0.85 | 0.82 | 0.92 | 0.9 | 0.85 | 0.96 | 0.79 | 0.86 |
Yield(%) | N/A | 0.0 | 0.5 | 1.5 | N/A | 0.6 | 0.8 | 3.6 | 0.4 |
Dividend Growth(%) | N/A | -100.0 | -45.5 | N/A | N/A | -45.5 | -73.2 | 925.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/10/2020
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