Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWTAX (UBS U.S. ALLOCATION FUND CLASS A) | 7.78% | 21.72% | 14.86% | 2.40% | 6.47% | 7.14% | 5.83% | … | … |
Data as of 06/04/2026, Common starting date is 06/24/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWTAX (UBS U.S. ALLOCATION FUND CLASS A) | 06/24/1993 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 21.72 | 14.86 | 2.40 | 6.47 | 7.14 | 5.83 | … | … | 7.78 | 13.00 | 13.69 | 17.40 | -24.00 | -1.20 | 12.25 | 23.43 | -8.04 | 15.44 | 6.23 | 0.99 | 9.66 | 21.70 | 12.46 | 0.34 | 13.59 | 30.64 | -36.12 | 2.26 | 11.21 | 6.59 | 11.81 | 27.45 | -22.88 | -12.49 | -2.27 | 18.50 | 27.72 | 31.93 | 21.57 | 25.92 | -7.67 | 5.41 |
| Sharpe Ratio | NA | 2.04 | 1.10 | 0.00 | 0.35 | NA | NA | … | … | 1.49 | 0.79 | 1.07 | 1.42 | -1.31 | -0.06 | 0.54 | 2.51 | -0.82 | 2.93 | 0.61 | 0.09 | 1.12 | 2.64 | 1.37 | 0.02 | 1.00 | 1.25 | -1.05 | -0.08 | 1.14 | 0.64 | 1.33 | 1.57 | -0.93 | -0.71 | -0.55 | 0.83 | 1.20 | 1.53 | 0.90 | 1.83 | -0.86 | 1.16 |
| Standard Deviation(%) | NA | 9.90 | 10.94 | 14.97 | 13.95 | NA | NA | … | … | 11.79 | 12.81 | 9.39 | 9.75 | 19.46 | 19.77 | 22.18 | 8.73 | 11.52 | 5.07 | 9.87 | 10.68 | 8.59 | 8.22 | 9.12 | 15.46 | 13.45 | 24.36 | 35.31 | 10.87 | 6.89 | 6.73 | 8.15 | 17.04 | 25.81 | 21.31 | 11.80 | 18.18 | 20.14 | 18.37 | 19.69 | 11.97 | 12.47 | 7.26 |
| Draw Down(%) | NA | 7.88 | 13.97 | 36.30 | 36.30 | NA | NA | … | … | 7.88 | 13.17 | 5.44 | 9.03 | 25.05 | 18.03 | 25.35 | 4.69 | 16.51 | 2.01 | 9.31 | 8.84 | 5.67 | 5.51 | 7.36 | 13.82 | 11.57 | 24.28 | 46.70 | 7.02 | 4.84 | 3.83 | 5.18 | 13.91 | 33.47 | 29.40 | 9.12 | 11.98 | 19.29 | 10.78 | 15.30 | 9.48 | 11.51 | 2.49 |
| Yield(%) | 0.00 | 9.82 | 7.36 | 3.40 | 4.23 | 4.31 | 3.71 | … | … | 0.00 | 9.83 | 8.78 | 1.62 | 0.72 | 0.09 | 1.31 | 2.41 | 9.67 | 2.58 | 0.45 | 0.00 | 0.24 | 0.56 | 0.57 | 1.07 | 1.81 | 3.04 | 2.18 | 2.62 | 2.38 | 2.18 | 2.02 | 1.03 | 0.29 | 0.58 | 10.84 | 2.43 | 3.18 | 1.64 | 1.42 | 1.98 | 1.69 | 1.52 |
Data as of 06/04/2026, Common starting date is 06/24/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWTAX (UBS U.S. ALLOCATION FUND CLASS A) |
-15.24%
Feb 2006 – Feb 2009 |
-6.28%
Feb 2004 – Feb 2009 |
-3.06%
Feb 1999 – Feb 2009 |
2.93%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWTAX (UBS U.S. ALLOCATION FUND CLASS A) |
28.55%
Jul 1996 – Jul 1999 |
25.04%
Dec 1994 – Dec 1999 |
12.67%
Feb 2009 – Feb 2019 |
9.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart