Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNVAX (UBS U.S. EQUITY OPPORTUNITY FUND CLASS A) | NA | -7.28% | 1.25% | 9.26% | 1.79% | NA | NA | … | … |
Data as of 12/22/2016, Common starting date is 01/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNVAX (UBS U.S. EQUITY OPPORTUNITY FUND CLASS A) | 01/30/2002 | 12/22/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.28 | 1.25 | 9.26 | 1.79 | NA | NA | … | … | -6.24 | -3.92 | 14.17 | 31.86 | 14.42 | -5.80 | 10.51 | 22.57 | -40.24 | 0.28 | 18.11 | 9.77 | 13.98 | 30.45 | -13.53 |
| Sharpe Ratio | NA | -0.64 | 0.10 | 0.62 | 0.05 | NA | NA | … | … | -0.58 | -0.23 | 1.03 | 2.33 | 0.84 | -0.23 | 0.53 | 0.65 | -0.86 | -0.16 | 1.49 | 0.74 | 1.22 | 1.77 | -0.59 |
| Standard Deviation(%) | NA | 11.73 | 14.35 | 14.91 | 24.54 | NA | NA | … | … | 11.32 | 17.24 | 13.73 | 13.65 | 17.32 | 25.62 | 19.72 | 34.33 | 47.72 | 17.05 | 10.00 | 10.25 | 10.66 | 16.82 | 26.78 |
| Draw Down(%) | NA | 19.58 | 25.36 | 25.36 | 62.18 | NA | NA | … | … | 17.28 | 15.59 | 8.38 | 5.73 | 15.86 | 24.71 | 17.86 | 33.20 | 52.76 | 11.73 | 7.73 | 5.43 | 6.20 | 15.19 | 31.94 |
| Yield(%) | 0.00 | 0.00 | 0.02 | 0.34 | 2.23 | 4.65 | 3.49 | … | … | 0.00 | 0.01 | 0.05 | 0.46 | 1.05 | 1.00 | 0.94 | 2.43 | 9.69 | 10.41 | 10.13 | 11.48 | 18.86 | 0.20 | 1.10 |
Data as of 12/22/2016, Common starting date is 01/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNVAX (UBS U.S. EQUITY OPPORTUNITY FUND CLASS A) |
-18.92%
Feb 2006 – Feb 2009 |
-7.73%
Feb 2004 – Feb 2009 |
2.00%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNVAX (UBS U.S. EQUITY OPPORTUNITY FUND CLASS A) |
23.14%
Feb 2009 – Feb 2012 |
20.39%
Feb 2009 – Feb 2014 |
6.78%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart