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BPGLX: UBS GLOBAL ALLOCATION FUND CLASS P (MUTUAL FUND)
Basic Info 14.81 0(0.0%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 2.35% |
| Expenses | 1.29% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 5.9 | 21.6 | 13.6 | 0.6 | 4.9 | 4.5 | 4.1 | 5.5 | 19.0 | 8.6 | 9.7 | -20.5 | -8.3 | 12.7 | 19.1 | -7.6 | 17.1 | 1.6 | -1.7 | 6.6 | 10.5 | 12.7 | -7.3 | 12.1 | 35.7 | -36.1 | 5.0 | 13.9 | 6.8 | 14.5 | 27.8 | -3.3 | 2.2 | 6.5 | 1.7 | 8.3 | 11.0 | 10.1 |
| Sharpe Ratio | NA | 0.9 | 1.76 | 1.02 | -0.14 | 0.27 | NA | NA | 0.3 | 1.43 | 0.59 | 0.72 | -1.53 | -0.42 | 0.64 | 2.6 | -0.93 | 3.73 | 0.15 | -0.16 | 0.87 | 1.38 | 1.44 | -0.48 | 0.83 | 1.37 | -1.03 | 0.19 | 1.34 | 0.75 | 1.85 | 2.8 | -0.32 | -0.03 | 0.32 | -0.33 | 0.65 | 1.28 | 3.26 |
| Draw Down(%) | NA | 9.0 | 9.0 | 10.9 | 35.0 | 35.0 | NA | NA | 53.0 | 10.9 | 5.4 | 9.2 | 21.5 | 18.6 | 23.4 | 3.8 | 14.2 | 1.3 | 9.8 | 11.1 | 6.0 | 7.5 | 8.6 | 17.4 | 11.8 | 26.6 | 46.5 | 6.2 | 6.9 | 4.4 | 6.0 | 10.0 | 18.4 | 12.9 | 5.8 | 7.1 | 10.3 | 5.1 | 2.8 |
| Standard Deviation(%) | NA | 12.9 | 10.8 | 10.1 | 13.3 | 12.3 | NA | NA | 13.0 | 11.4 | 8.4 | 8.5 | 14.4 | 19.5 | 19.4 | 6.8 | 9.6 | 4.4 | 9.0 | 10.4 | 7.5 | 7.6 | 8.8 | 15.5 | 14.5 | 26.0 | 35.8 | 9.9 | 7.9 | 6.0 | 7.3 | 9.7 | 13.7 | 9.5 | 7.1 | 5.1 | 7.4 | 5.7 | 5.0 |
| Treynor Ratio | NA | 0.11 | 0.19 | 0.12 | -0.02 | 0.04 | NA | NA | 0.04 | 0.16 | 0.07 | 0.07 | -0.25 | -0.08 | 0.13 | 0.23 | -0.1 | 0.17 | 0.01 | -0.01 | 0.07 | 0.11 | 0.13 | -0.07 | 0.09 | 0.2 | -0.23 | 0.02 | 0.12 | 0.05 | 0.15 | 0.27 | -0.05 | 0.0 | 0.03 | -0.03 | 0.08 | 0.08 | 0.24 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | -0.02 | -0.01 | NA | NA | -0.01 | 0.0 | 0.0 | -0.01 | -0.03 | -0.05 | -0.03 | 0.02 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | -0.02 | -0.05 | 0.0 | -0.01 | 0.01 | -0.03 | 0.02 | 0.0 | 0.0 | -0.05 | 0.03 | 0.0 | 0.04 |
| Beta | NA | 1.02 | 1.0 | 0.89 | 0.91 | 0.93 | NA | NA | 1.07 | 0.98 | 0.68 | 0.93 | 0.89 | 1.04 | 0.98 | 0.76 | 0.9 | 0.97 | 0.99 | 1.17 | 0.98 | 0.93 | 0.98 | 1.01 | 1.3 | 1.79 | 1.59 | 1.12 | 0.91 | 0.82 | 0.9 | 1.01 | 0.94 | 0.76 | 0.68 | 0.57 | 0.59 | 0.9 | 0.68 |
| RSquared | NA | 0.95 | 0.83 | 0.81 | 0.59 | 0.68 | NA | NA | 0.73 | 0.83 | 0.67 | 0.83 | 0.83 | 0.26 | 0.88 | 0.43 | 0.63 | 0.73 | 0.87 | 0.84 | 0.77 | 0.84 | 0.87 | 0.92 | 0.95 | 0.91 | 0.82 | 0.83 | 0.74 | 0.71 | 0.84 | 0.91 | 0.89 | 0.82 | 0.43 | 0.55 | 0.72 | 0.71 | 0.48 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.4 | 2.2 | 2.5 | 0.0 | 1.4 | 0.8 | 7.9 | 0.0 | 1.9 | 2.4 | 2.7 | 0.0 | 1.7 | 2.9 | 4.5 | 4.9 | 8.9 | 10.3 | 7.5 | 8.0 | 6.1 | 4.3 | 1.7 | 3.9 | 8.9 | 5.7 | 6.9 | 10.8 | 10.4 | 10.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 19.4 | -9.2 | N/A | -100.0 | 88.6 | -88.5 | N/A | -100.0 | -22.2 | -15.3 | N/A | -100.0 | -35.6 | -43.1 | -1.5 | -29.6 | -53.2 | 31.6 | -1.5 | 35.5 | 52.5 | 221.1 | -59.3 | -59.4 | 58.1 | -22.6 | -37.5 | 5.7 | -1.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/11/1992
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