Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNOCX (UBS CORE PLUS BOND FUND CLASS C) | NA | -40.53% | -14.56% | -8.43% | -3.57% | -1.12% | NA | … | … |
Data as of 12/30/2016, Common starting date is 11/15/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNOCX (UBS CORE PLUS BOND FUND CLASS C) | 11/15/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -41.28 | -40.53 | -14.56 | -8.43 | -3.57 | -1.12 | NA | … | … | 1.06 | -0.86 | 6.13 | -1.79 | 5.00 | 6.70 | 7.06 | 10.10 | -14.76 | 0.93 | 3.57 | 1.39 | 3.31 | 3.19 | 8.34 | -0.37 |
| Sharpe Ratio | NA | 0.33 | 0.65 | 0.62 | 0.34 | NA | NA | … | … | 0.26 | -0.26 | 2.86 | -0.62 | 2.02 | 1.74 | 1.98 | 1.98 | -2.48 | -0.68 | 0.11 | -0.34 | 0.65 | 0.61 | 1.80 | -0.58 |
| Standard Deviation(%) | NA | 3.24 | 3.00 | 2.89 | 3.81 | NA | NA | … | … | 3.24 | 3.46 | 2.14 | 2.93 | 2.47 | 3.84 | 3.53 | 5.04 | 6.29 | 3.11 | 2.45 | 2.28 | 3.63 | 4.10 | 4.02 | 7.26 |
| Draw Down(%) | NA | 4.37 | 4.37 | 5.45 | 19.26 | NA | NA | … | … | 4.37 | 3.20 | 0.87 | 5.45 | 1.19 | 2.11 | 2.85 | 2.39 | 18.89 | 2.67 | 1.71 | 1.91 | 4.28 | 4.60 | 2.19 | 2.64 |
| Yield(%) | 0.00 | 1.19 | 1.95 | 2.01 | 2.86 | 3.19 | 2.41 | … | … | 1.19 | 1.67 | 2.92 | 2.02 | 2.17 | 2.31 | 4.60 | 5.21 | 6.39 | 4.27 | 3.58 | 3.61 | 3.63 | 3.54 | 4.42 | 0.96 |
Data as of 12/30/2016, Common starting date is 11/15/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNOCX (UBS CORE PLUS BOND FUND CLASS C) |
-4.33%
Nov 2005 – Nov 2008 |
-1.76%
Feb 2004 – Feb 2009 |
1.76%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNOCX (UBS CORE PLUS BOND FUND CLASS C) |
8.60%
Feb 2009 – Feb 2012 |
5.90%
Nov 2008 – Nov 2013 |
2.86%
Mar 2002 – Mar 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart