Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BPEQX (UBS U.S. LARGE CAP EQUITY FUND CLASS P) | NA | 83.64% | 17.63% | 17.03% | 13.33% | 8.97% | 8.84% | 9.41% |
Data as of 03/31/2021, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPEQX (UBS U.S. LARGE CAP EQUITY FUND CLASS P) | 06/21/1996 | 03/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 83.64 | 17.63 | 17.03 | 13.33 | 8.97 | 8.84 | 9.41 | 5.39 | 22.72 | 37.52 | -9.03 | 19.11 | 11.12 | -0.83 | 15.13 | 35.62 | 12.68 | -2.52 | 13.39 | 32.07 | -40.28 | 1.03 | 14.28 | 9.72 | 13.34 | 30.47 | -16.57 | 1.87 | 3.24 | -4.05 | 18.58 | 24.77 | 13.90 |
| Sharpe Ratio | NA | 3.11 | 0.57 | 0.71 | 0.63 | NA | NA | 0.37 | 1.70 | 0.54 | 2.24 | -0.55 | 2.10 | 0.65 | -0.05 | 1.17 | 2.74 | 0.81 | -0.10 | 0.70 | 1.00 | -0.92 | -0.12 | 1.13 | 0.78 | 1.17 | 1.74 | -0.68 | -0.02 | -0.04 | -0.46 | 0.87 | 1.39 | 2.19 |
| Standard Deviation(%) | NA | 26.91 | 27.59 | 22.85 | 20.40 | NA | NA | 20.79 | 14.26 | 41.43 | 16.12 | 18.93 | 8.83 | 16.62 | 16.70 | 12.91 | 13.00 | 15.67 | 24.65 | 19.13 | 32.00 | 44.56 | 16.34 | 9.73 | 9.71 | 10.56 | 17.12 | 25.86 | 18.69 | 19.88 | 15.65 | 17.49 | 15.27 | 11.18 |
| Draw Down(%) | NA | 11.54 | 41.06 | 41.06 | 41.06 | NA | NA | 59.19 | 4.54 | 41.06 | 9.18 | 23.19 | 3.63 | 16.17 | 15.62 | 9.11 | 5.43 | 14.15 | 22.11 | 16.87 | 29.27 | 51.70 | 10.67 | 6.96 | 5.34 | 6.70 | 14.41 | 31.81 | 22.02 | 16.95 | 21.93 | 19.03 | 9.59 | 8.14 |
| Yield(%) | 0.00 | 1.19 | 2.64 | 2.54 | 2.62 | 2.53 | 3.31 | 4.99 | 0.00 | 0.83 | 6.29 | 1.19 | 0.73 | 1.39 | 1.66 | 0.85 | 1.30 | 1.07 | 0.92 | 0.84 | 3.25 | 2.61 | 5.48 | 4.10 | 3.83 | 3.97 | 1.49 | 3.41 | 4.88 | 10.09 | 9.82 | 7.10 | 8.51 | 9.21 |
Data as of 03/31/2021, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPEQX (UBS U.S. LARGE CAP EQUITY FUND CLASS P) |
-18.18%
Feb 2006 - Feb 2009 |
-7.44%
Feb 2004 - Feb 2009 |
-2.18%
Feb 1999 - Feb 2009 |
3.68%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPEQX (UBS U.S. LARGE CAP EQUITY FUND CLASS P) |
26.07%
Feb 2009 - Feb 2012 |
22.94%
Feb 2009 - Feb 2014 |
15.74%
Feb 2009 - Feb 2019 |
9.79%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart