Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNBDX (UBS CORE PLUS BOND FUND CLASS A) | NA | 1.79% | 2.53% | 2.36% | 2.28% | 2.89% | NA | … | … |
Data as of 12/30/2016, Common starting date is 12/10/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNBDX (UBS CORE PLUS BOND FUND CLASS A) | 12/10/1997 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.79 | 2.53 | 2.36 | 2.28 | 2.89 | NA | … | … | 1.57 | -0.45 | 6.62 | -1.29 | 5.63 | 7.23 | 8.05 | 10.65 | -14.20 | 1.50 | 4.09 | 1.87 | 3.84 | 3.14 | 7.61 | 8.25 | 10.52 | -1.43 | 6.73 | -0.29 |
| Sharpe Ratio | NA | 0.50 | 0.83 | 0.81 | 0.49 | NA | NA | … | … | 0.42 | -0.14 | 3.15 | -0.47 | 2.28 | 1.84 | 2.28 | 2.05 | -2.44 | -0.50 | 0.32 | -0.13 | 0.79 | 0.58 | 1.59 | 1.27 | 1.88 | -1.15 | 0.92 | -1.59 |
| Standard Deviation(%) | NA | 3.20 | 2.97 | 2.85 | 3.79 | NA | NA | … | … | 3.20 | 3.43 | 2.10 | 2.82 | 2.47 | 3.92 | 3.49 | 5.16 | 6.17 | 3.09 | 2.49 | 2.31 | 3.67 | 4.21 | 4.09 | 4.76 | 3.44 | 4.05 | 3.73 | 5.46 |
| Draw Down(%) | NA | 4.34 | 4.34 | 5.25 | 18.71 | NA | NA | … | … | 4.34 | 3.13 | 0.87 | 5.25 | 1.10 | 2.11 | 2.80 | 2.35 | 18.48 | 2.51 | 1.55 | 1.91 | 4.51 | 4.60 | 2.09 | 3.97 | 3.09 | 4.21 | 2.51 | 1.06 |
| Yield(%) | 0.00 | 1.59 | 2.42 | 2.49 | 3.31 | 3.55 | 3.84 | … | … | 1.59 | 2.17 | 3.41 | 2.50 | 2.67 | 2.84 | 5.54 | 5.74 | 6.84 | 4.74 | 4.07 | 4.07 | 4.14 | 3.49 | 3.74 | 4.82 | 7.13 | 6.86 | 3.91 | 3.71 |
Data as of 12/30/2016, Common starting date is 12/10/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNBDX (UBS CORE PLUS BOND FUND CLASS A) |
-3.85%
Nov 2005 – Nov 2008 |
-1.26%
Feb 2004 – Feb 2009 |
1.94%
Nov 1998 – Nov 2008 |
2.89%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNBDX (UBS CORE PLUS BOND FUND CLASS A) |
9.62%
May 2000 – May 2003 |
6.81%
Jan 2000 – Jan 2005 |
4.60%
Jan 1998 – Jan 2008 |
4.22%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart