Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEACX (UBS U.S. EQUITY ALPHA FUND CLASS C) | NA | -4.47% | 10.89% | 8.36% | NA | NA | NA | … | … |
Data as of 12/03/2015, Common starting date is 09/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEACX (UBS U.S. EQUITY ALPHA FUND CLASS C) | 09/28/2006 | 12/03/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.47 | 10.89 | 8.36 | NA | NA | NA | … | … | -4.99 | 11.27 | 26.98 | 11.55 | -3.33 | 7.12 | 34.82 | -42.45 | -6.46 | 8.08 |
| Sharpe Ratio | NA | -0.37 | 0.96 | 0.53 | NA | NA | NA | … | … | -0.46 | 1.06 | 2.35 | 0.78 | -0.14 | 0.36 | 1.02 | -0.93 | -0.54 | 4.16 |
| Standard Deviation(%) | NA | 12.00 | 11.36 | 15.60 | NA | NA | NA | … | … | 11.77 | 10.66 | 11.48 | 14.77 | 24.63 | 19.44 | 34.09 | 46.49 | 17.49 | 7.79 |
| Draw Down(%) | NA | 15.42 | 15.42 | 22.64 | NA | NA | NA | … | … | 15.42 | 6.81 | 4.83 | 13.53 | 22.64 | 18.13 | 31.60 | 54.29 | 14.81 | 1.80 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.66 | 0.44 | 0.33 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.99 | 0.11 |
Data as of 12/03/2015, Common starting date is 09/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEACX (UBS U.S. EQUITY ALPHA FUND CLASS C) |
-13.76%
Jun 2007 – Jun 2010 |
-5.65%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEACX (UBS U.S. EQUITY ALPHA FUND CLASS C) |
24.44%
Feb 2009 – Feb 2012 |
20.14%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart