Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNAAX (UBS DYNAMIC ALPHA FUND CLASS A) | NA | 8.47% | 3.23% | 2.81% | 0.95% | 2.67% | NA | … | … |
Data as of 10/19/2023, Common starting date is 02/04/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNAAX (UBS DYNAMIC ALPHA FUND CLASS A) | 02/04/2005 | 10/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.47 | 3.23 | 2.81 | 0.95 | 2.67 | NA | … | … | 4.78 | -5.43 | -6.70 | 4.95 | 7.91 | -6.19 | 4.14 | -1.87 | -6.86 | 3.17 | 5.76 | 13.99 | -1.63 | 2.44 | 27.43 | -22.02 | -3.87 | 7.41 | 6.94 |
| Sharpe Ratio | NA | 0.88 | 0.30 | 0.23 | 0.02 | NA | NA | … | … | 0.37 | -1.12 | -0.56 | 0.45 | 1.90 | -2.14 | 1.64 | -0.54 | -1.17 | 0.74 | 1.15 | 3.34 | -0.24 | 0.32 | 1.38 | -0.94 | -1.09 | 0.70 | 1.38 |
| Standard Deviation(%) | NA | 5.11 | 5.38 | 6.31 | 5.32 | NA | NA | … | … | 4.77 | 6.08 | 12.10 | 10.38 | 3.43 | 3.51 | 2.15 | 3.84 | 5.90 | 4.26 | 4.99 | 4.21 | 6.94 | 7.26 | 19.80 | 24.30 | 6.35 | 5.88 | 3.97 |
| Draw Down(%) | NA | 4.11 | 10.13 | 16.01 | 21.61 | NA | NA | … | … | 4.11 | 10.13 | 11.77 | 16.01 | 2.66 | 7.37 | 1.36 | 5.78 | 11.34 | 2.67 | 7.66 | 2.80 | 6.49 | 9.02 | 22.08 | 30.71 | 5.84 | 3.20 | 2.64 |
| Yield(%) | 0.00 | 6.33 | 5.71 | 4.52 | 2.73 | 3.95 | 3.11 | … | … | 0.00 | 5.76 | 10.69 | 0.00 | 4.94 | 0.84 | 0.00 | 0.00 | 3.26 | 3.59 | 0.15 | 1.89 | 0.00 | 3.07 | 5.74 | 27.06 | 8.72 | 0.00 | 0.00 |
Data as of 10/19/2023, Common starting date is 02/04/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNAAX (UBS DYNAMIC ALPHA FUND CLASS A) |
-10.67%
Mar 2006 – Mar 2009 |
-3.47%
Mar 2015 – Mar 2020 |
0.36%
May 2013 – May 2023 |
1.05%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNAAX (UBS DYNAMIC ALPHA FUND CLASS A) |
14.53%
Mar 2009 – Mar 2012 |
11.59%
Feb 2009 – Feb 2014 |
5.02%
Feb 2009 – Feb 2019 |
2.16%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison Chart