Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIHYX (UBS High Yield Y) | NA | 11.78% | 9.58% | 7.23% | 8.57% | NA | NA | … | … |
Data as of 11/16/2012, Common starting date is 03/18/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIHYX (UBS High Yield Y) | 03/18/1998 | 11/16/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.90 | 11.78 | 9.58 | 7.23 | 8.57 | NA | NA | … | … | 10.21 | 1.86 | 13.61 | 44.49 | -23.22 | 0.84 | 10.26 | 0.66 | 13.36 | 23.03 | -3.63 | -12.00 | -15.92 | -3.71 | -90.28 |
| Sharpe Ratio | NA | 3.25 | 2.02 | 1.02 | 1.42 | NA | NA | … | … | 3.41 | 0.31 | 2.96 | 6.02 | -2.44 | -0.66 | 3.94 | -0.51 | 4.24 | 7.00 | -0.97 | -1.14 | -2.04 | -1.07 | -0.39 |
| Standard Deviation(%) | NA | 3.60 | 4.73 | 6.79 | 5.24 | NA | NA | … | … | 3.42 | 5.91 | 4.57 | 7.37 | 9.85 | 3.33 | 1.78 | 2.95 | 2.93 | 3.19 | 4.88 | 12.81 | 9.77 | 6.50 | 248.43 |
| Draw Down(%) | NA | 2.70 | 11.02 | 30.29 | 32.08 | NA | NA | … | … | 2.70 | 11.02 | 5.37 | 10.05 | 30.22 | 4.70 | 1.63 | 6.47 | 3.59 | 3.06 | 12.20 | 18.89 | 17.17 | 8.83 | 90.42 |
| Yield(%) | 0.00 | 7.08 | 7.74 | 7.35 | 8.53 | 0.37 | 0.28 | … | … | 5.84 | 6.93 | 8.16 | 12.20 | 8.12 | 7.58 | 8.13 | 7.81 | 8.53 | 9.22 | 6.72 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/16/2012, Common starting date is 03/18/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIHYX (UBS High Yield Y) |
-58.53%
Nov 1998 – Nov 2001 |
-40.65%
Apr 1998 – Apr 2003 |
-22.69%
Nov 1998 – Nov 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIHYX (UBS High Yield Y) |
21.32%
Feb 2009 – Feb 2012 |
11.08%
Oct 2002 – Oct 2007 |
9.03%
Oct 2002 – Oct 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart