Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNPCX (UBS GLOBAL ALLOCATION FUND CLASS C) | NA | -5.53% | 5.58% | 2.92% | 6.45% | 3.51% | NA | … | … |
Data as of 01/08/2019, Common starting date is 12/14/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNPCX (UBS GLOBAL ALLOCATION FUND CLASS C) | 12/14/2001 | 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 | -5.53 | 5.58 | 2.92 | 6.45 | 3.51 | NA | … | … | 0.00 | -3.70 | 15.84 | 0.52 | -2.63 | 5.44 | 9.31 | 11.49 | -8.29 | 10.89 | 34.19 | -36.63 | 4.03 | 12.69 | 5.63 | 13.25 | 26.57 | -3.95 | -5.69 |
| Sharpe Ratio | NA | -0.93 | 0.68 | 0.31 | 0.49 | NA | NA | … | … | 0.00 | -0.68 | 3.38 | 0.03 | -0.26 | 0.72 | 1.23 | 1.30 | -0.54 | 0.74 | 1.31 | -1.04 | 0.10 | 1.20 | 0.59 | 1.69 | 2.66 | -0.37 | -2.12 |
| Standard Deviation(%) | NA | 7.38 | 7.10 | 8.00 | 12.54 | NA | NA | … | … | NA | 7.45 | 4.52 | 8.98 | 10.35 | 7.52 | 7.53 | 8.91 | 15.55 | 14.51 | 26.06 | 35.83 | 9.85 | 7.87 | 5.91 | 7.30 | 9.71 | 13.70 | 37.01 |
| Draw Down(%) | NA | 8.78 | 8.78 | 16.02 | 25.37 | NA | NA | … | … | 0.00 | 8.78 | 1.41 | 10.01 | 11.48 | 6.11 | 7.59 | 8.72 | 17.83 | 12.03 | 26.76 | 47.11 | 6.34 | 7.02 | 4.65 | 6.14 | 10.13 | 18.72 | 7.24 |
| Yield(%) | 0.00 | 0.00 | 0.67 | 0.73 | 2.40 | 3.36 | 3.05 | … | … | 0.00 | 0.00 | 0.73 | 1.21 | 1.61 | 0.00 | 0.41 | 1.59 | 3.34 | 3.72 | 7.55 | 9.90 | 6.75 | 7.19 | 5.20 | 3.61 | 1.20 | 3.88 | 1.70 |
Data as of 01/08/2019, Common starting date is 12/14/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNPCX (UBS GLOBAL ALLOCATION FUND CLASS C) |
-15.59%
Feb 2006 – Feb 2009 |
-6.30%
Feb 2004 – Feb 2009 |
1.22%
Nov 2006 – Nov 2016 |
3.61%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNPCX (UBS GLOBAL ALLOCATION FUND CLASS C) |
21.15%
Feb 2009 – Feb 2012 |
15.13%
Feb 2009 – Feb 2014 |
7.09%
Nov 2008 – Nov 2018 |
5.88%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart