Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QGRPX (UBS US Quality Growth At Reasonable Price Fund Class P) | 3.15% | 16.13% | 20.16% | 12.01% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/10/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QGRPX (UBS US Quality Growth At Reasonable Price Fund Class P) | 07/10/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 16.13 | 20.16 | 12.01 | NA | NA | NA | … | … | 3.15 | 15.52 | 25.13 | 35.52 | -25.57 | 29.15 | 14.06 |
| Sharpe Ratio | NA | 1.12 | 1.01 | 0.49 | NA | NA | NA | … | … | 0.40 | 0.60 | 1.36 | 2.29 | -0.98 | 2.04 | 1.66 |
| Standard Deviation(%) | NA | 14.61 | 17.41 | 19.43 | NA | NA | NA | … | … | 16.65 | 21.27 | 15.81 | 14.06 | 27.78 | 14.29 | 18.96 |
| Draw Down(%) | NA | 17.44 | 20.16 | 30.28 | NA | NA | NA | … | … | 15.12 | 20.16 | 10.54 | 7.55 | 29.90 | 6.19 | 10.31 |
| Yield(%) | 0.00 | 6.53 | 4.98 | 3.74 | 2.38 | 1.59 | 1.19 | … | … | 0.00 | 6.70 | 4.43 | 0.57 | 0.74 | 3.63 | 0.43 |
Data as of 06/04/2026, Common starting date is 07/10/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QGRPX (UBS US Quality Growth At Reasonable Price Fund Class P) |
6.87%
Sep 2020 – Sep 2023 |
10.03%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QGRPX (UBS US Quality Growth At Reasonable Price Fund Class P) |
26.94%
Sep 2022 – Sep 2025 |
16.34%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart