Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWTYX (UBS U.S. ALLOCATION FUND CLASS P) | 7.92% | 22.06% | 15.17% | 2.80% | 6.83% | 7.48% | 6.18% | … | … |
Data as of 06/04/2026, Common starting date is 06/24/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWTYX (UBS U.S. ALLOCATION FUND CLASS P) | 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 (%) | 0.30 | 22.06 | 15.17 | 2.80 | 6.83 | 7.48 | 6.18 | … | … | 7.92 | 13.28 | 14.01 | 17.73 | -23.63 | -0.58 | 12.70 | 23.75 | -7.80 | 15.78 | 6.53 | 1.24 | 9.96 | 22.06 | 12.79 | 0.62 | 14.00 | 31.16 | -35.88 | 2.62 | 11.61 | 4.50 | 9.79 | 26.57 | -22.65 | -12.25 | -1.95 | 18.82 | 28.08 | 32.30 | 21.26 | 26.28 | -7.32 | 5.49 |
| Sharpe Ratio | NA | 2.07 | 1.13 | 0.02 | 0.38 | NA | NA | … | … | 1.52 | 0.81 | 1.11 | 1.46 | -1.30 | -0.03 | 0.56 | 2.54 | -0.80 | 2.99 | 0.64 | 0.11 | 1.16 | 2.69 | 1.41 | 0.04 | 1.04 | 1.28 | -1.04 | -0.05 | 1.19 | 0.32 | 1.05 | 1.51 | -0.92 | -0.70 | -0.52 | 0.86 | 1.22 | 1.55 | 1.49 | 1.85 | -0.84 | 1.19 |
| Standard Deviation(%) | NA | 9.90 | 10.95 | 14.86 | 13.89 | NA | NA | … | … | 11.79 | 12.82 | 9.40 | 9.74 | 19.35 | 19.47 | 22.14 | 8.78 | 11.52 | 5.08 | 9.85 | 10.67 | 8.58 | 8.20 | 9.13 | 15.46 | 13.41 | 24.30 | 35.30 | 10.89 | 6.89 | 7.01 | 8.37 | 17.14 | 25.82 | 21.33 | 11.80 | 17.94 | 20.15 | 18.42 | 11.74 | 12.06 | 12.40 | 7.21 |
| Draw Down(%) | NA | 7.87 | 13.89 | 35.73 | 35.73 | NA | NA | … | … | 7.87 | 13.14 | 5.43 | 8.96 | 24.69 | 17.70 | 25.34 | 4.68 | 16.44 | 2.02 | 9.28 | 8.80 | 5.64 | 5.47 | 7.30 | 13.77 | 11.44 | 24.24 | 46.51 | 6.97 | 4.80 | 3.78 | 5.11 | 13.84 | 33.30 | 29.28 | 9.03 | 11.91 | 19.26 | 10.81 | 7.44 | 9.52 | 11.29 | 2.49 |
| Yield(%) | 0.00 | 9.70 | 7.42 | 3.54 | 4.45 | 4.62 | 4.02 | … | … | 0.00 | 9.72 | 8.83 | 1.87 | 0.94 | 0.37 | 1.56 | 2.67 | 9.71 | 2.83 | 0.73 | 0.00 | 0.44 | 0.84 | 0.85 | 1.38 | 2.28 | 3.47 | 2.48 | 2.97 | 2.74 | 0.00 | 0.00 | 0.11 | 0.47 | 0.63 | 11.04 | 2.45 | 3.42 | 1.88 | 0.97 | 2.26 | 2.05 | 1.62 |
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 |
|---|---|---|---|---|
| PWTYX (UBS U.S. ALLOCATION FUND CLASS P) |
-14.92%
Feb 2006 – Feb 2009 |
-6.78%
Feb 2004 – Feb 2009 |
-3.28%
Feb 1999 – Feb 2009 |
2.89%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWTYX (UBS U.S. ALLOCATION FUND CLASS P) |
28.70%
Jul 1996 – Jul 1999 |
25.25%
Dec 1994 – Dec 1999 |
13.01%
Feb 2009 – Feb 2019 |
9.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart