Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNIEX (UBS INTERNATIONAL SUSTAINABLE EQUITY FUND CLASS A) | 5.85% | 19.33% | 15.08% | 1.98% | 6.07% | 4.87% | 4.02% | … | … |
Data as of 06/05/2026, Common starting date is 12/10/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNIEX (UBS INTERNATIONAL SUSTAINABLE EQUITY FUND CLASS A) | 12/10/1997 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -0.52 | 19.33 | 15.08 | 1.98 | 6.07 | 4.87 | 4.02 | … | … | 5.85 | 28.86 | 6.35 | 15.16 | -24.64 | -5.24 | 12.61 | 22.39 | -16.94 | 30.92 | -1.07 | -1.35 | 5.10 | 15.65 | 19.06 | -18.59 | 12.31 | 39.38 | -44.48 | 8.20 | 23.45 | 9.35 | 17.14 | 33.12 | -12.40 | -16.84 | -9.29 | 17.64 | 12.75 | -7.38 |
| Sharpe Ratio | NA | 1.33 | 0.86 | -0.03 | 0.27 | NA | NA | … | … | 0.82 | 1.61 | 0.23 | 0.97 | -1.07 | -0.34 | 0.44 | 1.99 | -1.31 | 3.76 | -0.07 | -0.09 | 0.43 | 1.27 | 1.13 | -0.64 | 0.54 | 1.27 | -1.07 | 0.30 | 1.38 | 0.69 | 1.40 | 2.23 | -0.65 | -1.25 | -0.98 | 1.10 | 0.50 | -1.98 |
| Standard Deviation(%) | NA | 12.54 | 13.75 | 16.67 | 16.76 | NA | NA | … | … | 14.26 | 16.21 | 11.85 | 12.00 | 24.45 | 15.35 | 28.03 | 10.51 | 14.07 | 8.08 | 17.83 | 14.90 | 11.69 | 12.35 | 16.98 | 28.88 | 22.79 | 30.83 | 42.50 | 16.76 | 14.63 | 10.33 | 11.57 | 14.54 | 20.97 | 15.65 | 13.83 | 12.91 | 18.71 | 39.86 |
| Draw Down(%) | NA | 10.66 | 15.57 | 36.23 | 36.42 | NA | NA | … | … | 10.66 | 15.57 | 8.72 | 12.55 | 28.94 | 15.87 | 33.49 | 8.60 | 25.38 | 2.70 | 15.34 | 17.99 | 9.46 | 10.37 | 16.51 | 30.69 | 18.16 | 28.96 | 55.52 | 11.87 | 15.41 | 7.77 | 8.12 | 15.79 | 26.85 | 26.95 | 17.79 | 9.94 | 23.84 | 9.70 |
| Yield(%) | 0.00 | 2.03 | 1.57 | 0.87 | 1.49 | 1.64 | 2.46 | … | … | 0.00 | 2.33 | 1.46 | 0.73 | 0.05 | 1.00 | 1.17 | 1.47 | 1.42 | 1.44 | 2.02 | 1.06 | 1.29 | 2.49 | 3.71 | 1.68 | 3.44 | 7.95 | 6.14 | 11.28 | 6.04 | 4.85 | 1.26 | 4.61 | 6.04 | 15.88 | 5.37 | 0.57 | 0.86 | 0.85 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| BNIEX (UBS INTERNATIONAL SUSTAINABLE EQUITY FUND CLASS A) |
-17.07%
Feb 2006 – Feb 2009 |
-6.89%
May 2007 – May 2012 |
-1.96%
Feb 1999 – Feb 2009 |
0.08%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNIEX (UBS INTERNATIONAL SUSTAINABLE EQUITY FUND CLASS A) |
26.02%
Mar 2003 – Mar 2006 |
20.63%
Sep 2002 – Sep 2007 |
10.27%
Feb 2009 – Feb 2019 |
8.25%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart