Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BUSVX (UBS U.S. EQUITY OPPORTUNITY FUND CLASS Y) | NA | -7.24% | 1.45% | 9.49% | 2.05% | 4.78% | NA | … | … |
Data as of 12/22/2016, Common starting date is 08/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BUSVX (UBS U.S. EQUITY OPPORTUNITY FUND CLASS Y) | 08/06/2001 | 12/22/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.24 | 1.45 | 9.49 | 2.05 | 4.78 | NA | … | … | -6.21 | -3.64 | 14.37 | 32.31 | 14.65 | -5.63 | 10.92 | 23.01 | -40.08 | 0.56 | 18.46 | 10.01 | 14.24 | 30.85 | -15.56 | -0.20 |
| Sharpe Ratio | NA | -0.63 | 0.11 | 0.64 | 0.07 | NA | NA | … | … | -0.57 | -0.21 | 1.05 | 2.36 | 0.85 | -0.22 | 0.55 | 0.67 | -0.86 | -0.14 | 1.51 | 0.76 | 1.25 | 1.79 | -0.64 | -0.13 |
| Standard Deviation(%) | NA | 11.78 | 14.29 | 14.83 | 24.27 | NA | NA | … | … | 11.44 | 17.21 | 13.70 | 13.67 | 17.24 | 25.72 | 19.69 | 34.36 | 47.57 | 17.09 | 10.07 | 10.26 | 10.66 | 16.84 | 26.02 | 16.58 |
| Draw Down(%) | NA | 19.58 | 25.27 | 25.27 | 61.99 | NA | NA | … | … | 17.29 | 15.58 | 8.33 | 5.69 | 15.77 | 24.57 | 17.90 | 33.20 | 52.59 | 11.67 | 7.71 | 5.41 | 6.18 | 15.18 | 31.90 | 14.76 |
| Yield(%) | 0.00 | 0.00 | 0.21 | 0.63 | 2.39 | 4.77 | 3.55 | … | … | 0.00 | 0.28 | 0.32 | 0.74 | 1.35 | 1.27 | 1.21 | 2.73 | 9.79 | 10.65 | 10.38 | 11.72 | 19.21 | 0.23 | 1.21 | 0.00 |
Data as of 12/22/2016, Common starting date is 08/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUSVX (UBS U.S. EQUITY OPPORTUNITY FUND CLASS Y) |
-18.68%
Feb 2006 – Feb 2009 |
-7.48%
Feb 2004 – Feb 2009 |
2.05%
Nov 2001 – Nov 2011 |
4.85%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUSVX (UBS U.S. EQUITY OPPORTUNITY FUND CLASS Y) |
23.50%
Feb 2009 – Feb 2012 |
20.71%
Feb 2009 – Feb 2014 |
7.07%
Mar 2003 – Mar 2013 |
5.32%
Oct 2001 – Oct 2016 |
Annualized Rolling Returns Comparison Chart