Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNGEX (UBS Global Equity A) | NA | 3.59% | 0.80% | -2.94% | 5.27% | NA | NA | … | … |
Data as of 11/16/2012, Common starting date is 07/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNGEX (UBS Global Equity A) | 07/22/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.05 | 3.59 | 0.80 | -2.94 | 5.27 | NA | NA | … | … | 5.81 | -12.23 | 10.17 | 45.07 | -41.09 | 3.51 | 17.50 | 6.84 | 13.97 | 29.54 | -15.03 | -9.51 | -0.29 | -4.70 |
| Sharpe Ratio | NA | 0.20 | 0.03 | -0.11 | 0.18 | NA | NA | … | … | 0.41 | -0.45 | 0.47 | 1.45 | -1.01 | 0.03 | 1.28 | 0.58 | 1.38 | 2.04 | -0.77 | -0.83 | -0.33 | -0.71 |
| Standard Deviation(%) | NA | 18.04 | 22.31 | 29.27 | 22.51 | NA | NA | … | … | 15.98 | 27.38 | 21.52 | 30.98 | 41.63 | 15.73 | 11.18 | 8.12 | 9.45 | 14.13 | 20.85 | 14.53 | 13.27 | 19.16 |
| Draw Down(%) | NA | 15.27 | 28.57 | 57.47 | 58.66 | NA | NA | … | … | 15.27 | 28.57 | 17.71 | 27.84 | 52.71 | 10.31 | 10.73 | 5.87 | 6.59 | 14.87 | 29.51 | 24.42 | 11.65 | 11.09 |
| Yield(%) | 0.00 | 0.10 | 1.68 | 1.59 | 2.18 | 1.80 | 1.35 | … | … | 0.00 | 0.09 | 2.73 | 3.14 | 4.09 | 0.00 | 0.97 | 0.63 | 0.00 | 1.73 | 3.25 | 3.70 | 10.34 | 0.00 |
Data as of 11/16/2012, Common starting date is 07/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNGEX (UBS Global Equity A) |
-16.87%
Feb 2006 – Feb 2009 |
-6.62%
Feb 2004 – Feb 2009 |
0.89%
Aug 1999 – Aug 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNGEX (UBS Global Equity A) |
24.89%
Feb 2009 – Feb 2012 |
17.22%
Sep 2002 – Sep 2007 |
7.10%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart