Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BISCX (UBS U.S. SMALL CAP GROWTH FUND CLASS P) | NA | 3.57% | 2.20% | -2.81% | 4.40% | 9.28% | 6.64% | … | … |
Data as of 08/07/2025, Common starting date is 12/04/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BISCX (UBS U.S. SMALL CAP GROWTH FUND CLASS P) | 12/04/1997 | 08/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.57 | 2.20 | -2.81 | 4.40 | 9.28 | 6.64 | … | … | -6.49 | 11.42 | 13.80 | -31.64 | -14.74 | 44.72 | 30.00 | -4.66 | 19.36 | 6.71 | -2.08 | 8.20 | 47.28 | 16.15 | 0.00 | 38.62 | 33.41 | -44.11 | 5.02 | 8.59 | 6.67 | 10.92 | 44.76 | -18.42 | -10.21 | 21.82 | 41.87 | -6.89 | 0.21 |
| Sharpe Ratio | NA | 0.02 | -0.04 | -0.17 | 0.10 | NA | NA | … | … | -0.48 | 0.23 | 0.46 | -0.93 | -0.44 | 1.11 | 1.54 | -0.26 | 0.52 | 0.32 | -0.11 | 0.43 | 2.99 | 0.85 | 0.00 | 1.56 | 1.08 | -1.06 | 0.11 | 0.31 | 0.31 | 0.59 | 2.42 | -0.79 | -0.47 | 0.52 | 2.34 | -0.44 | -0.03 |
| Standard Deviation(%) | NA | 25.81 | 24.30 | 28.22 | 28.42 | NA | NA | … | … | 28.60 | 21.24 | 20.74 | 35.69 | 33.37 | 39.77 | 18.56 | 23.01 | 35.89 | 20.42 | 19.03 | 19.25 | 15.82 | 19.16 | 31.70 | 24.69 | 30.89 | 42.41 | 18.69 | 17.27 | 14.76 | 16.82 | 18.20 | 24.72 | 27.32 | 34.22 | 16.51 | 23.38 | 20.16 |
| Draw Down(%) | NA | 35.12 | 35.12 | 51.88 | 51.88 | NA | NA | … | … | 31.39 | 11.71 | 21.04 | 34.93 | 30.10 | 39.43 | 13.37 | 31.86 | 21.08 | 23.86 | 19.67 | 17.11 | 6.23 | 14.82 | 26.59 | 16.43 | 25.18 | 55.88 | 12.23 | 16.82 | 9.83 | 18.26 | 13.12 | 30.02 | 31.44 | 23.63 | 12.91 | 43.10 | 6.47 |
| Yield(%) | 0.00 | 0.00 | 1.45 | 0.76 | 5.06 | 9.45 | 6.60 | … | … | 0.00 | 0.00 | 0.00 | 3.45 | 0.21 | 0.00 | 8.43 | 9.73 | 25.05 | 3.41 | 8.11 | 17.54 | 2.94 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 7.02 | 3.25 | 4.20 | 1.58 | 0.39 | 0.00 | 3.73 | 23.39 | 0.00 | 0.00 | 0.00 |
Data as of 08/07/2025, Common starting date is 12/04/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BISCX (UBS U.S. SMALL CAP GROWTH FUND CLASS P) |
-20.32%
Feb 2006 – Feb 2009 |
-8.79%
Feb 2004 – Feb 2009 |
-0.61%
Aug 2000 – Aug 2010 |
5.57%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BISCX (UBS U.S. SMALL CAP GROWTH FUND CLASS P) |
35.29%
Feb 2009 – Feb 2012 |
31.41%
Feb 2009 – Feb 2014 |
19.12%
Feb 2009 – Feb 2019 |
13.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart