Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 12/22/2016.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BNVCX (UBS U.S. EQUITY OPPORTUNITY FUND CLASS C) | NA | -7.33% | 0.73% | 8.57% | 1.10% | 3.74% | NA | 3.86% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNVCX (UBS U.S. EQUITY OPPORTUNITY FUND CLASS C) | 12/12/2001 | 12/22/2016 |
The return data shown below all have the same latest date: 12/22/2016.
AR inception is since 12/12/2001.
AR inception is since 12/12/2001.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.33 | 0.73 | 8.57 | 1.10 | 3.74 | NA | 3.86 | -6.25 | -4.65 | 13.27 | 31.03 | 13.24 | -6.51 | 9.37 | 20.25 | -50.31 | -10.07 | 7.63 | -1.78 | -5.06 | 29.45 | -17.25 | 2.47 |
| Sharpe Ratio | NA | -3.51 | -1.57 | -0.88 | -0.88 | NA | NA | -0.90 | -3.62 | -1.35 | -0.38 | 0.92 | -0.31 | -0.96 | -0.46 | 0.05 | -1.35 | -1.60 | -1.11 | -1.59 | -1.22 | 0.63 | -1.42 | 6.26 |
| Standard Deviation(%) | NA | 11.76 | 14.29 | 14.81 | 25.37 | NA | NA | 23.30 | 11.41 | 17.18 | 13.79 | 13.62 | 17.19 | 26.00 | 19.85 | 34.42 | 51.60 | 20.12 | 13.30 | 14.32 | 20.24 | 16.08 | 26.01 | 10.49 |
| Draw Down(%) | NA | 19.65 | 25.69 | 25.69 | 71.73 | NA | NA | 72.25 | 17.27 | 15.79 | 8.49 | 5.72 | 15.90 | 24.96 | 18.10 | 33.27 | 53.22 | 18.68 | 8.81 | 10.91 | 16.08 | 14.50 | 32.28 | 1.13 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.02 | 1.90 | 4.07 | 3.10 | 4.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.14 | 0.12 | 1.53 | 9.43 | 9.69 | 9.39 | 10.81 | 18.21 | 0.04 | 0.30 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNVCX (UBS U.S. EQUITY OPPORTUNITY FUND CLASS C) |
-19.49%
Feb 2006 - Feb 2009 |
-8.40%
Feb 2004 - Feb 2009 |
1.30%
Nov 2006 - Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNVCX (UBS U.S. EQUITY OPPORTUNITY FUND CLASS C) |
22.20%
Feb 2009 - Feb 2012 |
19.47%
Feb 2009 - Feb 2014 |
5.98%
Mar 2003 - Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart