Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BPGLX (UBS GLOBAL ALLOCATION FUND CLASS P) | 9.05% | 13.44% | 6.69% | 1.43% | 3.10% | 4.38% | 3.68% | 5.20% |
Data as of 07/25/2025, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPGLX (UBS GLOBAL ALLOCATION FUND CLASS P) | 06/21/1996 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.75 | 13.44 | 6.69 | 1.43 | 3.10 | 4.38 | 3.68 | 5.20 | 9.05 | 8.56 | 9.69 | -20.51 | -8.26 | 12.65 | 19.06 | -7.56 | 17.08 | 1.57 | -1.67 | 6.55 | 10.53 | 12.71 | -7.35 | 12.11 | 35.71 | -36.12 | 5.00 | 13.86 | 6.78 | 14.53 | 27.79 | -3.28 | 2.20 | 6.53 | 1.67 | 8.33 | 11.00 | 10.10 |
| Sharpe Ratio | NA | 0.53 | 0.33 | -0.06 | 0.10 | NA | NA | 0.27 | 0.83 | 0.24 | 0.65 | -1.53 | -0.42 | 0.64 | 2.61 | -0.93 | 3.73 | 0.15 | -0.16 | 0.87 | 1.38 | 1.44 | -0.48 | 0.83 | 1.37 | -1.03 | 0.20 | 1.36 | 0.77 | 1.85 | 2.81 | -0.32 | -0.01 | 0.34 | -0.31 | 0.67 | 1.30 | 3.30 |
| Standard Deviation(%) | NA | 11.30 | 10.49 | 13.24 | 12.29 | NA | NA | 13.05 | 12.86 | 8.36 | 8.47 | 14.40 | 19.50 | 19.44 | 6.76 | 9.62 | 4.42 | 8.96 | 10.36 | 7.50 | 7.61 | 8.84 | 15.50 | 14.52 | 26.00 | 35.76 | 9.87 | 7.85 | 6.00 | 7.33 | 9.65 | 13.67 | 9.46 | 7.13 | 5.10 | 7.45 | 5.71 | 5.01 |
| Draw Down(%) | NA | 10.88 | 11.80 | 35.04 | 35.04 | NA | NA | 53.02 | 10.88 | 5.39 | 9.16 | 21.51 | 18.64 | 23.37 | 3.82 | 14.15 | 1.34 | 9.83 | 11.09 | 6.02 | 7.55 | 8.56 | 17.41 | 11.80 | 26.56 | 46.50 | 6.24 | 6.93 | 4.45 | 5.99 | 9.96 | 18.39 | 12.90 | 5.78 | 7.10 | 10.33 | 5.09 | 2.77 |
| Yield(%) | 0.00 | 2.06 | 1.51 | 1.26 | 2.16 | 2.72 | 3.26 | 4.65 | 0.00 | 2.17 | 2.54 | 0.00 | 1.39 | 0.82 | 7.94 | 0.00 | 1.88 | 2.43 | 2.70 | 0.00 | 1.71 | 2.95 | 4.53 | 4.87 | 8.92 | 10.25 | 7.55 | 7.99 | 6.06 | 4.35 | 1.69 | 3.89 | 8.94 | 5.69 | 6.90 | 10.81 | 10.38 | 10.40 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| BPGLX (UBS GLOBAL ALLOCATION FUND CLASS P) |
-14.79%
Feb 2006 - Feb 2009 |
-5.38%
Feb 2004 - Feb 2009 |
0.86%
Feb 1999 - Feb 2009 |
1.40%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPGLX (UBS GLOBAL ALLOCATION FUND CLASS P) |
22.47%
Feb 2009 - Feb 2012 |
16.38%
Feb 2009 - Feb 2014 |
10.07%
Feb 2009 - Feb 2019 |
6.98%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart