Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNMCX (UBS U.S. SMALL CAP GROWTH FUND CLASS C) | NA | 7.84% | 12.32% | 5.64% | 14.72% | 7.02% | NA | … | … |
Data as of 01/08/2019, Common starting date is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNMCX (UBS U.S. SMALL CAP GROWTH FUND CLASS C) | 12/26/2001 | 01/08/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.84 | 12.32 | 5.64 | 14.72 | 7.02 | NA | … | … | 0.00 | 10.87 | 9.57 | 5.59 | -3.18 | 6.35 | 45.79 | 14.90 | -0.89 | 37.27 | 31.99 | -44.68 | 3.95 | 7.52 | 5.56 | 9.81 | 43.35 | -19.23 | -0.38 |
| Sharpe Ratio | NA | 0.41 | 0.41 | 0.21 | 0.58 | NA | NA | … | … | 0.00 | 0.59 | 0.22 | 0.26 | -0.17 | 0.33 | 2.88 | 0.78 | -0.03 | 1.50 | 1.03 | -1.07 | 0.05 | 0.25 | 0.23 | 0.53 | 2.34 | -0.82 | -1.31 |
| Standard Deviation(%) | NA | 15.97 | 28.19 | 25.01 | 25.08 | NA | NA | … | … | NA | 16.04 | 41.75 | 20.41 | 19.00 | 19.11 | 15.87 | 19.13 | 31.69 | 24.72 | 30.86 | 42.39 | 18.64 | 17.25 | 14.78 | 16.78 | 18.27 | 24.79 | 21.60 |
| Draw Down(%) | NA | 14.83 | 28.53 | 35.05 | 35.05 | NA | NA | … | … | 0.00 | 14.83 | 27.10 | 23.97 | 19.90 | 17.62 | 6.27 | 15.04 | 26.74 | 16.55 | 25.32 | 56.28 | 12.25 | 16.99 | 10.11 | 18.79 | 13.32 | 30.32 | 1.67 |
| Yield(%) | 0.00 | 0.00 | 13.45 | 11.09 | 16.93 | 7.91 | 7.04 | … | … | 0.00 | 0.00 | 31.89 | 4.26 | 9.83 | 20.32 | 3.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 7.52 | 3.44 | 4.38 | 1.63 | 0.40 | 0.00 | 0.00 |
Data as of 01/08/2019, Common starting date is 12/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNMCX (UBS U.S. SMALL CAP GROWTH FUND CLASS C) |
-21.15%
Feb 2006 – Feb 2009 |
-9.74%
Feb 2004 – Feb 2009 |
3.84%
Feb 2006 – Feb 2016 |
7.12%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNMCX (UBS U.S. SMALL CAP GROWTH FUND CLASS C) |
34.00%
Feb 2009 – Feb 2012 |
30.12%
Feb 2009 – Feb 2014 |
15.32%
Nov 2008 – Nov 2018 |
9.71%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart