Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNVBX (UBS US Large Cap Value Equity B) | NA | 3.13% | 15.20% | -3.81% | 2.64% | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 11/15/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNVBX (UBS US Large Cap Value Equity B) | 11/15/2001 | 04/12/2012 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.13 | 15.20 | -3.81 | 2.64 | NA | NA | … | … | 15.33 | -6.54 | 9.74 | 21.74 | -41.03 | -0.43 | 17.28 | 8.90 | 13.21 | 29.42 | -16.42 | 2.15 |
| Sharpe Ratio | NA | 0.12 | 0.69 | -0.14 | 0.06 | NA | NA | … | … | 8.17 | -0.25 | 0.49 | 0.63 | -0.88 | -0.21 | 1.40 | 0.64 | 1.15 | 1.71 | -0.67 | 1.43 |
| Standard Deviation(%) | NA | 25.13 | 22.53 | 30.92 | 24.59 | NA | NA | … | … | 8.21 | 26.13 | 19.74 | 34.28 | 47.76 | 17.13 | 9.97 | 10.39 | 10.60 | 16.83 | 26.07 | 12.82 |
| Draw Down(%) | NA | 24.96 | 24.96 | 62.81 | 62.81 | NA | NA | … | … | 1.18 | 24.96 | 18.10 | 33.33 | 53.13 | 12.06 | 7.75 | 5.51 | 6.29 | 15.30 | 32.31 | 4.10 |
| Yield(%) | 0.00 | 0.00 | 0.22 | 3.53 | 5.85 | 4.06 | 3.04 | … | … | 0.00 | 0.00 | 0.00 | 0.60 | 9.45 | 9.47 | 9.13 | 10.40 | 17.99 | 0.05 | 0.86 | 0.00 |
Data as of 04/12/2012, Common starting date is 11/15/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNVBX (UBS US Large Cap Value Equity B) |
-19.60%
Feb 2006 – Feb 2009 |
-8.46%
Feb 2004 – Feb 2009 |
1.38%
Dec 2001 – Dec 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNVBX (UBS US Large Cap Value Equity B) |
22.65%
Feb 2009 – Feb 2012 |
16.59%
Sep 2002 – Sep 2007 |
2.94%
Feb 2002 – Feb 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart