Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPGLX (UBS GLOBAL ALLOCATION FUND CLASS P) | 5.86% | 21.63% | 13.56% | 0.59% | 4.92% | 4.41% | 3.99% | … | … |
Data as of 06/05/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPGLX (UBS GLOBAL ALLOCATION FUND CLASS P) | 06/21/1996 | 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 (%) | -2.43 | 21.63 | 13.56 | 0.59 | 4.92 | 4.41 | 3.99 | … | … | 5.86 | 19.01 | 8.56 | 9.69 | -20.51 | -8.26 | 12.65 | 19.06 | -7.56 | 17.08 | 1.57 | -1.67 | 6.55 | 10.53 | 12.71 | -7.35 | 12.11 | 35.71 | -36.12 | 5.00 | 13.86 | 6.78 | 14.53 | 27.79 | -3.28 | 2.20 | 6.53 | 1.67 | 8.33 | 11.00 | 10.10 |
| Sharpe Ratio | NA | 1.76 | 1.02 | -0.14 | 0.27 | NA | NA | … | … | 0.90 | 1.43 | 0.59 | 0.72 | -1.53 | -0.42 | 0.64 | 2.60 | -0.93 | 3.73 | 0.15 | -0.16 | 0.87 | 1.38 | 1.44 | -0.48 | 0.83 | 1.37 | -1.03 | 0.19 | 1.34 | 0.75 | 1.85 | 2.80 | -0.32 | -0.03 | 0.32 | -0.33 | 0.65 | 1.28 | 3.26 |
| Standard Deviation(%) | NA | 10.80 | 10.14 | 13.31 | 12.26 | NA | NA | … | … | 12.93 | 11.35 | 8.36 | 8.47 | 14.40 | 19.50 | 19.44 | 6.76 | 9.62 | 4.42 | 8.96 | 10.36 | 7.50 | 7.61 | 8.84 | 15.50 | 14.52 | 26.00 | 35.76 | 9.87 | 7.85 | 6.00 | 7.33 | 9.65 | 13.67 | 9.46 | 7.13 | 5.10 | 7.45 | 5.71 | 5.01 |
| Draw Down(%) | NA | 8.99 | 10.88 | 35.04 | 35.04 | NA | NA | … | … | 8.99 | 10.88 | 5.39 | 9.16 | 21.51 | 18.64 | 23.37 | 3.82 | 14.15 | 1.34 | 9.83 | 11.09 | 6.02 | 7.55 | 8.56 | 17.41 | 11.80 | 26.56 | 46.50 | 6.24 | 6.93 | 4.45 | 5.99 | 9.96 | 18.39 | 12.90 | 5.78 | 7.10 | 10.33 | 5.09 | 2.77 |
| Yield(%) | 0.00 | 2.33 | 2.47 | 1.29 | 2.27 | 2.35 | 2.99 | … | … | 0.00 | 2.42 | 2.17 | 2.54 | 0.00 | 1.39 | 0.82 | 7.94 | 0.00 | 1.88 | 2.43 | 2.70 | 0.00 | 1.71 | 2.95 | 4.53 | 4.87 | 8.92 | 10.25 | 7.55 | 7.99 | 6.06 | 4.35 | 1.69 | 3.89 | 8.94 | 5.69 | 6.90 | 10.81 | 10.38 | 10.40 |
Data as of 06/05/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPGLX (UBS GLOBAL ALLOCATION FUND CLASS P) |
-14.79%
Feb 2006 – Feb 2009 |
-5.38%
Feb 2004 – Feb 2009 |
0.86%
Feb 1999 – Feb 2009 |
1.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPGLX (UBS GLOBAL ALLOCATION FUND CLASS P) |
22.47%
Feb 2009 – Feb 2012 |
16.38%
Feb 2009 – Feb 2014 |
10.07%
Feb 2009 – Feb 2019 |
6.98%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart