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Nasdaq - Delayed Quote USD

The UBS Funds - UBS U.S. Sustainable Equity Fund (BPEQX)

50.08
0.00
(0.00%)
At close: March 31 at 8:01:06 PM EDT

Performance Overview

Morningstar Return Rating 5
YTD Return 12.95%
5y Average Return 10.08%
Number of Years Up 20
Number of Years Down 6
Best 1Y Total Return (Feb 4, 2019) 37.22%
Worst 1Y Total Return (Feb 4, 2019) -40.28%
Best 3Y Total Return 37.22%
Worst 3Y Total Return -11.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BPEQX
Category
YTD
5.39%
5.31%
1-Month
3.77%
-4.19%
3-Month
9.85%
3.90%
1-Year
46.39%
20.31%
3-Year
17.11%
6.48%
5-Year
12.57%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
25.00%
25.56%
Last Bear Market
-19.30%
-15.11%

Annual Total Return (%) History

Year
BPEQX
Category
2020
22.73%
15.83%
2019
37.22%
28.78%
2018
-9.03%
-6.27%
2017
19.11%
20.44%
2016
11.12%
10.37%
2015
-0.83%
-1.07%
2014
15.13%
10.96%
2013
35.62%
31.50%

2012
13.05%
14.96%
2011
-2.83%
-1.27%
2010
13.39%
14.01%
2009
32.07%
28.17%
2008
-40.28%
-37.79%
2007
1.02%
6.16%
2006
14.28%
14.17%
2005
9.04%
5.88%
2004
13.35%
10.02%
2003
30.47%
27.05%
2002
-16.57%
-22.25%
2001
1.87%
-13.50%
2000
3.23%
-6.31%
1999
-4.05%
20.16%
1998
18.57%
22.39%
1997
24.76%
28.37%
1996
25.65%
20.76%
1995
40.58%
32.35%
1994
--
-0.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -29.57% 30.59% 12.94% 18.15%
2019 17.09% 5.17% -0.38% 11.86%
2018 1.75% 2.70% 3.96% -16.27%
2017 8.83% 2.96% 4.18% 2.03%
2016 -2.47% 3.06% 8.40% 1.99%
2015 3.29% 2.56% -10.37% 4.45%
2014 3.32% 6.44% -1.11% 5.86%
2013 11.92% 4.62% 6.12% 9.15%
2012 14.79% -7.96% 6.78% 0.20%
2011 4.17% 0.79% -16.87% 11.32%

2010 5.62% -13.01% 11.46% 10.71%
2009 -10.99% 19.55% 17.21% 5.89%
2008 -9.88% -2.26% -7.95% -26.34%
2007 0.40% 6.61% -1.35% -4.33%
2006 3.63% -2.23% 5.53% 6.88%
2005 -1.53% 3.02% 3.44% 3.91%
2004 1.08% 2.13% -0.62% 10.48%
2003 -3.86% 17.25% 2.11% 13.34%
2002 3.42% -10.55% -17.20% 8.92%
2001 -3.83% 6.70% -12.76% 13.79%
2000 -5.83% 1.45% 3.11% 4.79%
1999 -1.18% 11.77% -14.25% 1.30%
1998 15.76% -1.80% -10.35% 16.35%
1997 0.79% 15.82% 8.11% -1.14%
1996 7.74% 3.24% 3.29% 9.36%
1995 9.41% 9.46% 9.45% 7.25%
1994 2.87% 5.08% -3.49% --

Rank in Category (By Total Return)

YTD 10
1-Month 10
3-Month 7
1-Year 2
3-Year 3
5-Year 2

Load Adjusted Returns

1-Year 46.39%
3-Year 16.75%
5-Year 18.64%
10-Year 13.23%

Performance & Risk

YTD Return 12.95%
5y Average Return 10.08%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.31
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family UBS Asset Management
Net Assets 26.1M
YTD Return 5.39%
Yield 0.65%
Morningstar Rating
Inception Date Feb 22, 1994

Fund Summary

The fund invests in, or seeks exposure to companies based on various financial factors and fundamental sustainability factors such as environmental, social and governance performance of such companies. It invests at least 80% of its net assets in equity securities of U.S. companies. Investments in equity securities may include, but are not limited to, dividend-paying securities; common stock; preferred stock; equity securities of REITs; shares of investment companies, including ETFs; convertible securities; warrants and rights.

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