Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEAYX (UBS U.S. EQUITY ALPHA FUND CLASS Y) | NA | -3.67% | 11.94% | 9.40% | 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 |
|---|---|---|
| BEAYX (UBS U.S. EQUITY ALPHA FUND CLASS Y) | 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 | -3.67 | 11.94 | 9.40 | NA | NA | NA | … | … | -4.25 | 12.30 | 28.36 | 12.30 | -2.81 | 7.70 | 36.55 | -42.97 | -6.09 | 8.08 |
| Sharpe Ratio | NA | -0.31 | 1.04 | 0.59 | NA | NA | NA | … | … | -0.39 | 1.15 | 2.47 | 0.84 | -0.12 | 0.39 | 1.07 | -0.94 | -0.51 | 4.22 |
| Standard Deviation(%) | NA | 11.96 | 11.34 | 15.56 | NA | NA | NA | … | … | 11.72 | 10.68 | 11.45 | 14.66 | 24.57 | 19.32 | 34.05 | 46.67 | 17.87 | 7.68 |
| Draw Down(%) | NA | 15.09 | 15.09 | 22.25 | NA | NA | NA | … | … | 15.09 | 6.68 | 4.77 | 13.36 | 22.25 | 17.96 | 31.27 | 53.88 | 14.90 | 1.70 |
| Yield(%) | 0.00 | 0.00 | 0.11 | 0.22 | 0.93 | 0.62 | 0.47 | … | … | 0.00 | 0.00 | 0.00 | 0.36 | 0.43 | 0.31 | 0.00 | 1.07 | 6.57 | 0.26 |
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 |
|---|---|---|---|---|
| BEAYX (UBS U.S. EQUITY ALPHA FUND CLASS Y) |
-12.88%
Jun 2007 – Jun 2010 |
-4.69%
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 |
|---|---|---|---|---|
| BEAYX (UBS U.S. EQUITY ALPHA FUND CLASS Y) |
25.72%
Feb 2009 – Feb 2012 |
21.35%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart