Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBS 401K Plus Plan Tactical Asset Allocation Moderate | NA | 36.08% | 13.57% | 12.66% | 9.06% | 9.24% | 9.55% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBS 401K Plus Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.79 | 36.08 | 13.57 | 12.66 | 9.06 | 9.24 | 9.55 | … | … | 0.66 | 28.30 | 26.73 | -8.38 | 16.38 | 4.60 | 16.95 | -2.52 | 12.35 | 6.77 | -1.94 | 8.37 | 13.85 | 11.46 | 3.57 | 8.99 | 14.43 | 2.20 | 10.78 | 14.55 | 7.76 | 12.33 | 12.13 | -6.57 | -4.95 |
| Sharpe Ratio | NA | 3.01 | 1.04 | 0.83 | 0.75 | NA | NA | … | … | 0.07 | 2.92 | 3.12 | -0.66 | 1.85 | 0.23 | 2.40 | -0.40 | 2.77 | 0.84 | -0.21 | 1.12 | 1.89 | 1.51 | 0.25 | 0.93 | 1.73 | 3.60 | 0.70 | 1.44 | 0.87 | 1.49 | 1.49 | -1.22 | -1.24 |
| Standard Deviation(%) | NA | 7.44 | 10.46 | 12.31 | 10.26 | NA | NA | … | … | 8.16 | 7.44 | 7.20 | 14.84 | 8.82 | 18.70 | 6.49 | 9.58 | 4.23 | 7.81 | 9.22 | 7.46 | 7.32 | 7.57 | 14.05 | 9.58 | 8.29 | 0.35 | 11.04 | 7.82 | 6.44 | 7.65 | 7.69 | 6.29 | 5.83 |
| Draw Down(%) | NA | 4.42 | 14.66 | 21.79 | 21.79 | NA | NA | … | … | 0.59 | 4.42 | 3.47 | 15.59 | 3.84 | 21.79 | 2.97 | 11.85 | 1.88 | 6.05 | 8.81 | 4.07 | 4.80 | 5.66 | 11.45 | 7.74 | 3.85 | 0.34 | 7.47 | 8.71 | 4.91 | 7.17 | 5.27 | 9.17 | 10.41 |
| Yield(%) | NA | 14.91 | 10.66 | 7.05 | 5.01 | NA | NA | … | … | NA | 10.17 | 13.21 | 6.27 | 1.39 | 1.62 | 2.31 | 2.12 | 3.91 | 5.07 | 1.81 | 2.03 | 1.78 | 2.66 | 2.12 | 1.99 | 3.14 | 2.55 | 4.89 | 3.30 | 2.92 | 2.85 | 3.45 | 3.80 | 3.02 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBS 401K Plus Plan Tactical Asset Allocation Moderate |
1.94%
Feb 2001 – Feb 2004 |
3.36%
Mar 2015 – Mar 2020 |
5.61%
Sep 2012 – Sep 2022 |
6.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBS 401K Plus Plan Tactical Asset Allocation Moderate |
15.51%
Nov 2021 – Nov 2024 |
13.15%
Nov 2019 – Nov 2024 |
10.64%
Jul 2003 – Jul 2013 |
9.51%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart