Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAIDX (UBS MULTI-ASSET INCOME FUND CLASS C) | NA | -3.42% | 1.07% | 1.60% | 0.80% | 0.53% | NA | … | … |
Data as of 12/03/2015, Common starting date is 02/06/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAIDX (UBS MULTI-ASSET INCOME FUND CLASS C) | 02/06/1997 | 12/03/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.42 | 1.07 | 1.60 | 0.80 | 0.53 | NA | … | … | -5.52 | -6.34 | -0.87 | 1.37 | 7.39 | -7.03 | 6.17 | 3.21 | 2.38 | 2.89 | 2.57 | 8.61 | 9.98 | 9.07 | 0.86 | 7.02 | 5.85 |
| Sharpe Ratio | NA | -1.35 | -0.68 | -0.62 | -0.43 | NA | NA | … | … | -0.99 | -0.89 | -0.16 | -0.35 | 1.61 | -1.29 | 1.10 | -0.04 | 0.10 | 0.76 | 0.67 | 2.41 | 2.15 | 1.57 | -0.72 | 1.23 | 1.07 |
| Standard Deviation(%) | NA | 7.75 | 6.30 | 6.15 | 6.20 | NA | NA | … | … | 6.01 | 7.10 | 5.49 | 4.89 | 4.54 | 6.13 | 2.88 | 2.03 | 2.08 | 2.55 | 2.80 | 3.12 | 3.62 | 3.20 | 3.29 | 3.01 | 2.80 |
| Draw Down(%) | NA | 11.05 | 15.94 | 15.94 | 15.94 | NA | NA | … | … | 8.80 | 9.25 | 8.48 | 5.00 | 2.20 | 13.53 | 1.64 | 0.95 | 1.57 | 2.76 | 2.36 | 1.64 | 2.18 | 2.35 | 4.25 | 2.34 | 2.53 |
| Yield(%) | 0.00 | 7.22 | 5.25 | 3.52 | 1.76 | 1.17 | 0.86 | … | … | 2.75 | 9.52 | 2.71 | 2.39 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/03/2015, Common starting date is 02/06/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAIDX (UBS MULTI-ASSET INCOME FUND CLASS C) |
0.97%
Sep 2012 – Sep 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAIDX (UBS MULTI-ASSET INCOME FUND CLASS C) |
4.92%
May 2012 – May 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart