Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNAYX (UBS DYNAMIC ALPHA FUND CLASS P) | NA | 8.88% | 3.54% | 3.09% | 1.20% | 2.96% | NA | … | … |
Data as of 10/19/2023, Common starting date is 02/04/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNAYX (UBS DYNAMIC ALPHA FUND CLASS P) | 02/04/2005 | 10/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.88 | 3.54 | 3.09 | 1.20 | 2.96 | NA | … | … | 4.99 | -5.17 | 4.39 | 5.15 | 8.21 | -5.96 | 4.37 | -1.69 | -6.60 | 3.40 | 6.06 | 14.34 | -1.28 | 2.98 | 27.32 | -21.47 | -3.59 | 7.69 | 7.04 |
| Sharpe Ratio | NA | 0.96 | 0.19 | 0.19 | 0.05 | NA | NA | … | … | 0.43 | -1.09 | 0.28 | 0.47 | 1.96 | -2.09 | 1.67 | -0.49 | -1.13 | 0.79 | 1.21 | 3.34 | -0.19 | 0.40 | 1.39 | -0.92 | -1.04 | 0.75 | 1.37 |
| Standard Deviation(%) | NA | 5.08 | 10.14 | 9.18 | 7.11 | NA | NA | … | … | 4.78 | 6.03 | 15.60 | 10.37 | 3.48 | 3.48 | 2.24 | 3.89 | 5.88 | 4.28 | 4.99 | 4.32 | 7.03 | 7.30 | 19.53 | 24.20 | 6.36 | 5.89 | 4.09 |
| Draw Down(%) | NA | 3.99 | 17.24 | 17.24 | 20.57 | NA | NA | … | … | 3.99 | 10.00 | 9.91 | 15.94 | 2.60 | 7.13 | 1.33 | 5.83 | 11.14 | 2.62 | 7.77 | 2.75 | 6.39 | 8.70 | 21.94 | 30.63 | 5.73 | 3.20 | 2.64 |
| Yield(%) | 0.00 | 6.42 | 5.76 | 4.64 | 2.86 | 4.08 | 3.22 | … | … | 0.00 | 5.86 | 10.70 | 0.00 | 5.14 | 1.06 | 0.00 | 0.00 | 3.47 | 3.95 | 0.40 | 2.13 | 0.00 | 3.59 | 6.00 | 26.90 | 8.86 | 0.00 | 0.00 |
Data as of 10/19/2023, Common starting date is 02/04/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNAYX (UBS DYNAMIC ALPHA FUND CLASS P) |
-10.34%
Mar 2006 – Mar 2009 |
-3.21%
Mar 2015 – Mar 2020 |
0.62%
May 2013 – May 2023 |
1.33%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNAYX (UBS DYNAMIC ALPHA FUND CLASS P) |
14.87%
Mar 2009 – Mar 2012 |
11.90%
Feb 2009 – Feb 2014 |
5.30%
Feb 2009 – Feb 2019 |
2.43%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison Chart