OTC Markets OTCPK - Delayed Quote USD

UBS (CH) Strategy Fund Bal Sust USD P (0P00000OQK)

200.12 -0.46 (-0.23%)
At close: November 27 at 3:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 24
Number of Years Down 9
Best 1Y Total Return 15.31%
Worst 1Y Total Return --
Best 3Y Total Return 15.31%
Worst 3Y Total Return -0.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00000OQK
Category
YTD
7.03%
0.00%
1-Month
-1.65%
0.00%
3-Month
0.91%
0.00%
1-Year
17.24%
0.00%
3-Year
-0.07%
0.00%
5-Year
3.68%
0.00%
10-Year
3.88%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00000OQK
Category
2024
--
--
2023
10.71%
--
2022
-15.67%
--
2021
7.37%
--
2020
7.91%
--
2019
15.31%
--
2018
-6.87%
--
2017
12.87%
--

2016
5.68%
--
2015
-2.04%
--
2014
5.95%
--
2013
10.08%
--
2012
8.42%
--
2011
-2.53%
--
2010
7.61%
--
2009
14.72%
--
2008
-18.05%
--
2007
4.91%
--
2006
10.17%
--
2005
3.54%
--
2004
8.02%
--
2003
16.42%
--
2002
-6.65%
--
2001
-3.64%
--
2000
-0.38%
--
1999
5.55%
--
1998
15.58%
--
1997
11.28%
--
1996
11.55%
--
1995
18.48%
--
1994
-1.70%
--
1993
13.30%
--
1992
0.83%
--
1991
12.72%
--
1990
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.64% 0.97% 4.00% --
2023 3.05% 2.08% -1.22% 6.55%
2022 -7.34% -9.68% -4.14% 5.10%
2021 1.86% 3.85% -0.09% 1.59%
2020 -16.28% 13.32% 4.07% 9.29%
2019 7.83% 2.14% -0.13% 4.83%
2018 -1.20% 0.06% 2.13% -7.76%
2017 4.13% 2.23% 3.04% 2.90%
2016 0.01% 0.48% 3.89% 1.23%
2015 2.14% -1.37% -4.83% 2.18%

2014 1.30% 2.92% -0.09% 1.71%
2013 3.51% -0.86% 3.51% 3.64%
2012 5.87% -2.05% 3.81% 0.72%
2011 1.61% 0.54% -7.99% 3.70%
2010 1.99% -4.91% 7.29% 3.42%
2009 -6.98% 9.86% 9.57% 2.45%
2008 -3.52% -2.26% -6.35% -7.20%
2007 0.62% 3.14% 1.68% -0.58%
2006 2.40% -0.66% 3.62% 4.52%
2005 -1.24% 1.02% 2.25% 1.50%
2004 1.81% -1.15% 0.71% 6.58%
2003 -2.64% 9.95% 1.65% 6.98%
2002 -0.06% -3.48% -8.44% 5.70%
2001 -4.69% 1.50% -4.95% 4.80%
2000 0.93% 0.40% -1.78% 0.09%
1999 0.68% 1.05% -1.08% 4.89%
1998 7.68% 2.63% -3.36% 8.22%
1997 0.33% 7.22% 3.08% 0.36%
1996 2.66% 1.48% 2.25% 4.72%
1995 3.81% 5.56% 3.50% 4.46%
1994 -2.45% -0.27% 1.95% -0.89%
1993 4.33% 1.53% 3.44% 3.41%
1992 -2.39% 4.18% -0.90% 0.06%
1991 3.90% -0.37% 3.05% 5.67%
1990 3.81% -4.53% 6.42% --

Rank in Category (By Total Return)

YTD 60
1-Month 43
3-Month 74
1-Year 60
3-Year 71
5-Year 57

Load Adjusted Returns

1-Year 14.30%
3-Year -0.91%
5-Year 3.16%
10-Year 3.61%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family UBS Fund Management (Switzerland) AG
Net Assets 39.72M
YTD Return 7.03%
Yield 0.37%
Morningstar Rating
Inception Date Feb 12, 1990

Fund Summary

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