Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNUEX (UBS INTERNATIONAL SUSTAINABLE EQUITY FUND CLASS P) | 6.00% | 19.62% | 15.34% | 2.23% | 6.34% | 5.13% | 4.28% | … | … |
Data as of 06/05/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNUEX (UBS INTERNATIONAL SUSTAINABLE EQUITY FUND CLASS P) | 06/20/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 19.62 | 15.34 | 2.23 | 6.34 | 5.13 | 4.28 | … | … | 6.00 | 29.10 | 6.62 | 15.40 | -24.40 | -5.01 | 12.95 | 22.61 | -16.73 | 31.22 | -0.79 | -1.09 | 5.43 | 15.88 | 19.36 | -18.36 | 12.66 | 39.66 | -44.34 | 8.56 | 23.57 | 9.71 | 17.25 | 31.68 | -14.09 | -16.75 | -9.09 | 19.16 | 14.39 | 5.74 | 5.75 |
| Sharpe Ratio | NA | 1.14 | 0.82 | -0.04 | 0.27 | NA | NA | … | … | 0.45 | 1.63 | 0.25 | 0.99 | -1.06 | -0.33 | 0.45 | 2.00 | -1.30 | 3.80 | -0.06 | -0.08 | 0.46 | 1.28 | 1.14 | -0.63 | 0.55 | 1.28 | -1.06 | 0.23 | 1.39 | 0.72 | 1.40 | 2.14 | -0.73 | -1.25 | -0.96 | 1.25 | 0.64 | 0.17 | 1.06 |
| Standard Deviation(%) | NA | 12.71 | 13.79 | 16.69 | 16.76 | NA | NA | … | … | 14.61 | 16.19 | 11.86 | 11.92 | 24.49 | 15.38 | 27.97 | 10.57 | 13.95 | 8.08 | 17.86 | 14.85 | 11.66 | 12.35 | 17.04 | 28.97 | 22.75 | 30.80 | 42.54 | 24.08 | 14.57 | 10.38 | 11.60 | 14.46 | 20.91 | 15.64 | 13.81 | 12.65 | 17.18 | 12.00 | 7.05 |
| Draw Down(%) | NA | 10.65 | 15.56 | 36.05 | 36.07 | NA | NA | … | … | 10.65 | 15.56 | 8.66 | 12.54 | 28.80 | 15.78 | 33.49 | 8.57 | 25.17 | 2.59 | 15.30 | 17.93 | 9.42 | 10.45 | 16.47 | 30.66 | 18.19 | 28.86 | 55.43 | 11.80 | 15.38 | 7.81 | 8.09 | 16.91 | 27.19 | 26.90 | 17.60 | 9.91 | 23.74 | 11.94 | 4.29 |
| Yield(%) | 0.00 | 2.15 | 1.79 | 1.09 | 1.81 | 1.94 | 2.67 | … | … | 0.00 | 2.47 | 1.74 | 0.97 | 0.47 | 1.31 | 1.44 | 1.75 | 1.62 | 1.80 | 2.29 | 1.28 | 1.60 | 2.74 | 4.05 | 1.94 | 3.67 | 8.29 | 6.46 | 11.36 | 6.27 | 5.03 | 1.33 | 3.47 | 4.17 | 15.85 | 5.37 | 2.40 | 2.05 | 8.39 | 5.97 |
Data as of 06/05/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNUEX (UBS INTERNATIONAL SUSTAINABLE EQUITY FUND CLASS P) |
-16.85%
Feb 2006 – Feb 2009 |
-6.61%
May 2007 – May 2012 |
-1.99%
Feb 1999 – Feb 2009 |
0.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNUEX (UBS INTERNATIONAL SUSTAINABLE EQUITY FUND CLASS P) |
26.41%
Mar 2003 – Mar 2006 |
20.39%
Sep 2002 – Sep 2007 |
10.54%
Feb 2009 – Feb 2019 |
8.46%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart