Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNEQX (UBS U.S. LARGE CAP EQUITY FUND CLASS A) | NA | 83.25% | 17.33% | 16.75% | 13.05% | 8.69% | 8.65% | … | … |
Data as of 03/31/2021, Common starting date is 12/10/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNEQX (UBS U.S. LARGE CAP EQUITY FUND CLASS A) | 12/10/1997 | 03/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 83.25 | 17.33 | 16.75 | 13.05 | 8.69 | 8.65 | … | … | 5.35 | 22.40 | 37.18 | -9.28 | 18.79 | 10.89 | -1.07 | 14.88 | 35.25 | 12.34 | -2.74 | 13.14 | 31.66 | -40.44 | 0.75 | 13.98 | 9.42 | 13.06 | 30.82 | -15.86 | 1.58 | 2.95 | -13.80 | 11.63 | -5.04 |
| Sharpe Ratio | NA | 3.09 | 0.56 | 0.70 | 0.62 | NA | NA | … | … | 1.68 | 0.53 | 2.22 | -0.56 | 2.06 | 0.64 | -0.07 | 1.15 | 2.71 | 0.79 | -0.11 | 0.69 | 0.99 | -0.92 | -0.14 | 1.10 | 0.75 | 1.14 | 1.75 | -0.66 | -0.04 | -0.05 | -0.87 | 0.44 | -1.77 |
| Standard Deviation(%) | NA | 26.91 | 27.60 | 22.85 | 20.40 | NA | NA | … | … | 14.27 | 41.46 | 16.12 | 18.90 | 8.84 | 16.62 | 16.70 | 12.87 | 13.02 | 15.71 | 24.65 | 19.03 | 31.90 | 44.60 | 16.29 | 9.75 | 9.73 | 10.58 | 17.22 | 25.85 | 18.69 | 19.93 | 19.56 | 18.99 | 36.27 |
| Draw Down(%) | NA | 11.55 | 41.09 | 41.09 | 41.09 | NA | NA | … | … | 4.56 | 41.09 | 9.22 | 23.24 | 3.65 | 16.18 | 15.66 | 9.12 | 5.45 | 14.18 | 22.22 | 16.89 | 29.31 | 51.85 | 10.75 | 6.97 | 5.39 | 6.81 | 13.99 | 31.40 | 22.13 | 16.97 | 26.16 | 19.05 | 8.87 |
| Yield(%) | 0.00 | 0.83 | 2.38 | 2.22 | 2.19 | 2.19 | 3.01 | … | … | 0.00 | 0.58 | 6.02 | 0.96 | 0.47 | 1.12 | 1.42 | 0.55 | 0.95 | 0.55 | 0.54 | 0.50 | 2.58 | 2.40 | 5.25 | 3.93 | 3.72 | 3.75 | 1.72 | 4.12 | 4.86 | 9.88 | 0.10 | 0.95 | 0.48 |
Data as of 03/31/2021, 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 |
|---|---|---|---|---|
| BNEQX (UBS U.S. LARGE CAP EQUITY FUND CLASS A) |
-18.39%
Feb 2006 – Feb 2009 |
-7.68%
Feb 2004 – Feb 2009 |
-3.30%
Feb 1999 – Feb 2009 |
2.62%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNEQX (UBS U.S. LARGE CAP EQUITY FUND CLASS A) |
25.72%
Feb 2009 – Feb 2012 |
22.61%
Feb 2009 – Feb 2014 |
15.44%
Feb 2009 – Feb 2019 |
9.52%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart