Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPGEX (UBS Global Equity Y) | NA | 3.42% | 1.01% | -2.70% | 5.47% | 3.69% | NA | … | … |
Data as of 11/16/2012, Common starting date is 07/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPGEX (UBS Global Equity Y) | 07/01/1996 | 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.31 | 3.42 | 1.01 | -2.70 | 5.47 | 3.69 | NA | … | … | 5.76 | -12.06 | 10.69 | 45.39 | -40.81 | 3.71 | 17.76 | 7.16 | 14.26 | 29.58 | -15.56 | -8.99 | -0.06 | 12.83 | 14.01 | 10.58 | 7.16 |
| Sharpe Ratio | NA | 0.18 | 0.04 | -0.10 | 0.19 | NA | NA | … | … | 0.40 | -0.45 | 0.50 | 1.46 | -1.00 | 0.04 | 1.30 | 0.61 | 1.41 | 2.05 | -0.80 | -0.79 | -0.31 | 0.84 | 0.85 | -5.07 | 1.79 |
| Standard Deviation(%) | NA | 18.28 | 22.14 | 29.13 | 22.41 | NA | NA | … | … | 16.31 | 27.00 | 21.42 | 30.92 | 41.53 | 15.77 | 11.20 | 8.15 | 9.47 | 14.10 | 20.82 | 14.59 | 13.31 | 11.43 | 12.62 | 8.77 | 6.27 |
| Draw Down(%) | NA | 15.18 | 28.44 | 57.32 | 58.51 | NA | NA | … | … | 15.18 | 28.44 | 17.57 | 27.89 | 52.62 | 10.29 | 10.68 | 5.85 | 6.50 | 15.22 | 29.72 | 24.26 | 11.63 | 11.12 | 16.50 | 8.47 | 4.90 |
| Yield(%) | 0.00 | 0.53 | 1.92 | 1.73 | 2.33 | 3.56 | 3.31 | … | … | 0.00 | 0.47 | 2.99 | 3.21 | 4.23 | 0.00 | 1.12 | 0.80 | 0.00 | 1.45 | 2.67 | 3.72 | 10.33 | 10.45 | 3.12 | 10.95 | 9.04 |
Data as of 11/16/2012, Common starting date is 07/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPGEX (UBS Global Equity Y) |
-16.60%
Feb 2006 – Feb 2009 |
-6.34%
Feb 2004 – Feb 2009 |
-1.63%
Feb 1999 – Feb 2009 |
3.26%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPGEX (UBS Global Equity Y) |
25.26%
Feb 2009 – Feb 2012 |
17.38%
Sep 2002 – Sep 2007 |
7.59%
Apr 1997 – Apr 2007 |
4.82%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart