Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNQCX (UBS U.S. LARGE CAP EQUITY FUND CLASS C) | NA | -1.94% | 12.20% | 8.08% | 11.76% | 6.30% | NA | … | … |
Data as of 01/08/2019, Common starting date is 12/14/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNQCX (UBS U.S. LARGE CAP EQUITY FUND CLASS C) | 12/14/2001 | 01/08/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.94 | 12.20 | 8.08 | 11.76 | 6.30 | NA | … | … | 0.00 | 0.98 | 17.92 | 10.07 | -1.82 | 14.01 | 34.23 | 11.52 | -3.49 | 12.34 | 30.68 | -40.90 | -0.07 | 13.15 | 8.60 | 12.21 | 29.15 | -17.25 | -1.87 |
| Sharpe Ratio | NA | -0.24 | 0.86 | 0.54 | 0.63 | NA | NA | … | … | 0.00 | -0.02 | 1.97 | 0.59 | -0.11 | 1.09 | 2.63 | 0.75 | -0.14 | 0.64 | 0.96 | -0.93 | -0.19 | 1.01 | 0.66 | 1.06 | 1.66 | -0.71 | -1.71 |
| Standard Deviation(%) | NA | 13.77 | 13.31 | 14.07 | 18.34 | NA | NA | … | … | NA | 13.88 | 8.81 | 16.65 | 16.73 | 12.88 | 12.99 | 15.52 | 24.63 | 19.10 | 32.00 | 44.61 | 16.29 | 9.80 | 9.71 | 10.62 | 17.14 | 25.85 | 22.80 |
| Draw Down(%) | NA | 10.18 | 10.18 | 24.72 | 27.55 | NA | NA | … | … | 0.00 | 10.18 | 3.68 | 16.23 | 15.82 | 9.16 | 5.52 | 14.29 | 22.47 | 17.04 | 29.39 | 52.16 | 10.99 | 7.07 | 5.48 | 7.16 | 14.57 | 32.15 | 3.88 |
| Yield(%) | 0.00 | 0.00 | 0.10 | 0.19 | 0.43 | 1.44 | 1.30 | … | … | 0.00 | 0.00 | 0.00 | 0.28 | 0.54 | 0.00 | 0.23 | 0.00 | 0.00 | 0.00 | 2.08 | 2.22 | 4.56 | 3.44 | 3.20 | 3.10 | 0.73 | 3.36 | 0.28 |
Data as of 01/08/2019, Common starting date is 12/14/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNQCX (UBS U.S. LARGE CAP EQUITY FUND CLASS C) |
-19.01%
Feb 2006 – Feb 2009 |
-8.39%
Feb 2004 – Feb 2009 |
2.43%
May 2002 – May 2012 |
5.92%
Jan 2002 – Jan 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNQCX (UBS U.S. LARGE CAP EQUITY FUND CLASS C) |
24.80%
Feb 2009 – Feb 2012 |
21.69%
Feb 2009 – Feb 2014 |
12.11%
Nov 2008 – Nov 2018 |
8.69%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart