Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KPAAX (UBS U.S. ALLOCATION FUND CLASS C) | NA | -2.58% | 7.61% | 5.59% | 9.69% | 4.94% | 3.37% | … | … |
Data as of 01/07/2019, Common starting date is 12/29/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KPAAX (UBS U.S. ALLOCATION FUND CLASS C) | 12/29/1992 | 01/07/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.58 | 7.61 | 5.59 | 9.69 | 4.94 | 3.37 | … | … | 0.00 | -0.76 | 14.58 | 5.44 | 0.23 | 8.82 | 20.81 | 11.59 | -0.39 | 12.50 | 29.64 | -36.60 | 1.54 | 10.39 | 4.49 | 9.86 | 26.53 | -23.46 | -13.23 | -2.93 | 17.63 | 26.73 | 30.99 | 20.68 | 25.37 | -8.57 | 7.29 | -0.48 |
| Sharpe Ratio | NA | -0.44 | 0.86 | 0.58 | 0.76 | NA | NA | … | … | 0.00 | -0.24 | 2.77 | 0.53 | 0.02 | 1.02 | 2.54 | 1.28 | -0.03 | 0.92 | 1.21 | -1.06 | -0.14 | 1.03 | 0.34 | 1.08 | 1.51 | -0.95 | -0.74 | -0.59 | 0.80 | 1.16 | 1.50 | 1.46 | 1.90 | -0.93 | 0.62 | -5.46 |
| Standard Deviation(%) | NA | 8.69 | 8.04 | 8.79 | 12.39 | NA | NA | … | … | NA | 8.74 | 5.05 | 9.89 | 10.68 | 8.59 | 8.19 | 9.12 | 15.46 | 13.49 | 24.40 | 35.29 | 10.88 | 6.90 | 6.75 | 8.24 | 17.06 | 25.77 | 21.37 | 11.77 | 17.91 | 20.14 | 18.18 | 11.65 | 11.34 | 12.37 | 8.42 | 8.69 |
| Draw Down(%) | NA | 6.99 | 6.99 | 12.50 | 22.78 | NA | NA | … | … | 0.00 | 6.99 | 2.07 | 9.40 | 9.07 | 5.77 | 5.56 | 7.50 | 14.06 | 11.88 | 24.41 | 47.06 | 7.10 | 4.94 | 3.90 | 5.47 | 14.03 | 33.81 | 29.82 | 9.30 | 12.16 | 19.36 | 10.85 | 7.58 | 8.93 | 12.03 | 5.14 | 0.63 |
| Yield(%) | 0.00 | 0.00 | 0.75 | 0.47 | 0.79 | 0.80 | 1.19 | … | … | 0.00 | 0.00 | 2.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 0.76 | 2.16 | 1.44 | 1.85 | 1.58 | 0.00 | 0.00 | 0.11 | 0.00 | 0.47 | 10.17 | 2.36 | 2.46 | 0.91 | 0.54 | 1.03 | 0.96 | 1.05 | 0.61 |
Data as of 01/07/2019, Common starting date is 12/29/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KPAAX (UBS U.S. ALLOCATION FUND CLASS C) |
-15.87%
Feb 2006 – Feb 2009 |
-7.40%
Feb 2004 – Feb 2009 |
-4.00%
Feb 1999 – Feb 2009 |
2.00%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KPAAX (UBS U.S. ALLOCATION FUND CLASS C) |
27.61%
Jul 1996 – Jul 1999 |
24.19%
Dec 1994 – Dec 1999 |
10.23%
Dec 1994 – Dec 2004 |
7.43%
Jan 1993 – Jan 2008 |
Annualized Rolling Returns Comparison Chart