Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNGLX (UBS GLOBAL ALLOCATION FUND CLASS A) | 8.44% | 24.49% | 14.23% | 0.72% | 4.85% | 4.27% | 3.81% | … | … |
Data as of 06/05/2026, Common starting date is 12/10/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNGLX (UBS GLOBAL ALLOCATION FUND CLASS A) | 12/10/1997 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 24.49 | 14.23 | 0.72 | 4.85 | 4.27 | 3.81 | … | … | 8.44 | 18.76 | 8.20 | 9.43 | -20.81 | -8.92 | 12.38 | 18.76 | -7.72 | 16.64 | 1.39 | -1.92 | 6.19 | 10.30 | 12.38 | -7.68 | 11.86 | 35.32 | -36.37 | 4.81 | 13.56 | 6.47 | 14.17 | 27.48 | -7.14 | 1.97 | 6.18 | -4.72 | 0.70 | -5.09 |
| Sharpe Ratio | NA | 2.13 | 1.10 | -0.13 | 0.26 | NA | NA | … | … | 1.48 | 1.43 | 0.55 | 0.69 | -1.55 | -0.45 | 0.62 | 2.55 | -0.94 | 3.57 | 0.13 | -0.19 | 0.82 | 1.35 | 1.40 | -0.50 | 0.81 | 1.36 | -0.74 | 0.17 | 1.30 | 0.71 | 1.80 | 2.76 | -0.58 | -0.05 | 0.27 | -0.86 | -0.26 | -2.29 |
| Standard Deviation(%) | NA | 10.27 | 9.97 | 13.35 | 12.28 | NA | NA | … | … | 12.36 | 11.13 | 8.36 | 8.45 | 14.43 | 19.88 | 19.42 | 6.79 | 9.68 | 4.49 | 8.97 | 10.33 | 7.52 | 7.61 | 8.86 | 15.52 | 14.50 | 25.98 | 49.98 | 9.87 | 7.85 | 5.95 | 7.32 | 9.68 | 14.21 | 9.45 | 7.13 | 9.40 | 10.73 | 28.25 |
| Draw Down(%) | NA | 8.97 | 10.93 | 35.77 | 35.77 | NA | NA | … | … | 8.97 | 10.93 | 5.41 | 9.20 | 21.68 | 19.09 | 23.33 | 3.85 | 14.38 | 1.46 | 9.85 | 11.23 | 6.05 | 7.51 | 8.63 | 17.47 | 11.82 | 26.66 | 46.73 | 6.27 | 6.95 | 4.57 | 6.06 | 9.95 | 18.45 | 12.99 | 5.80 | 10.72 | 10.34 | 6.42 |
| Yield(%) | 0.00 | 2.28 | 2.32 | 1.17 | 2.09 | 2.14 | 2.83 | … | … | 0.00 | 2.37 | 1.96 | 2.35 | 0.00 | 1.16 | 0.57 | 7.84 | 0.00 | 1.62 | 2.17 | 2.45 | 0.00 | 1.33 | 2.55 | 4.24 | 4.60 | 8.59 | 10.20 | 7.40 | 7.85 | 5.88 | 4.20 | 1.58 | 0.00 | 9.00 | 5.71 | 0.76 | 3.77 | 3.91 |
Data as of 06/05/2026, Common starting date is 12/10/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNGLX (UBS GLOBAL ALLOCATION FUND CLASS A) |
-15.04%
Feb 2006 – Feb 2009 |
-5.64%
Feb 2004 – Feb 2009 |
-0.42%
Feb 1999 – Feb 2009 |
1.09%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNGLX (UBS GLOBAL ALLOCATION FUND CLASS A) |
22.12%
Feb 2009 – Feb 2012 |
16.04%
Feb 2009 – Feb 2014 |
9.77%
Feb 2009 – Feb 2019 |
6.68%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart