Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNSCX (UBS U.S. SMALL CAP GROWTH FUND CLASS A) | NA | 3.23% | 1.93% | 3.15% | 7.42% | 11.28% | 8.02% | … | … |
Data as of 08/07/2025, Common starting date is 11/29/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNSCX (UBS U.S. SMALL CAP GROWTH FUND CLASS A) | 11/29/2000 | 08/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.23 | 1.93 | 3.15 | 7.42 | 11.28 | 8.02 | … | … | -6.67 | 11.15 | 13.56 | -28.41 | 4.51 | 60.30 | 29.69 | -4.93 | 19.05 | 6.39 | -2.26 | 7.89 | 46.81 | 15.85 | -0.21 | 38.21 | 33.16 | -44.28 | 4.68 | 8.36 | 6.31 | 10.70 | 44.34 | -18.55 | -14.22 | -11.89 |
| Sharpe Ratio | NA | 0.00 | -0.05 | 0.04 | 0.22 | NA | NA | … | … | -0.49 | 0.35 | 0.48 | -0.85 | 0.18 | 1.55 | 1.52 | -0.27 | 0.48 | 0.30 | -0.12 | 0.41 | 2.95 | 0.83 | -0.01 | 1.55 | 1.07 | -1.06 | 0.08 | 0.29 | 0.27 | 0.58 | 2.40 | -0.79 | -0.62 | -0.87 |
| Standard Deviation(%) | NA | 25.79 | 24.32 | 26.03 | 27.75 | NA | NA | … | … | 28.59 | 21.23 | 20.77 | 35.13 | 24.64 | 38.60 | 18.58 | 23.07 | 38.70 | 20.40 | 19.03 | 19.24 | 15.83 | 19.19 | 31.68 | 24.67 | 30.81 | 42.36 | 18.67 | 17.31 | 14.77 | 16.79 | 18.21 | 24.85 | 27.46 | 94.64 |
| Draw Down(%) | NA | 35.21 | 35.21 | 41.14 | 41.14 | NA | NA | … | … | 31.46 | 11.73 | 21.19 | 35.00 | 14.09 | 39.50 | 13.40 | 31.96 | 22.76 | 23.92 | 19.73 | 17.26 | 6.24 | 14.86 | 26.63 | 16.40 | 25.30 | 55.99 | 12.21 | 16.90 | 9.94 | 18.41 | 13.09 | 30.04 | 31.53 | 29.60 |
| Yield(%) | 0.00 | 0.00 | 1.74 | 8.80 | 9.29 | 14.87 | 9.83 | … | … | 0.00 | 0.00 | 0.00 | 4.12 | 22.09 | 17.56 | 9.43 | 10.74 | 26.98 | 3.66 | 8.61 | 18.39 | 3.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 7.21 | 3.33 | 4.28 | 1.60 | 0.39 | 0.00 | 0.00 | 0.00 |
Data as of 08/07/2025, Common starting date is 11/29/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNSCX (UBS U.S. SMALL CAP GROWTH FUND CLASS A) |
-20.53%
Feb 2006 – Feb 2009 |
-9.04%
Feb 2004 – Feb 2009 |
3.10%
Jan 2001 – Jan 2011 |
5.00%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNSCX (UBS U.S. SMALL CAP GROWTH FUND CLASS A) |
34.96%
Feb 2009 – Feb 2012 |
31.07%
Feb 2009 – Feb 2014 |
18.80%
Feb 2009 – Feb 2019 |
15.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart