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Nasdaq - Delayed Quote USD
UBS US Allocation A (PWTAX)
44.27
-0.21
(-0.47%)
At close: 8:03:59 PM EDT
Fund Summary
The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in U.S. fixed income and equity securities. The following are the ranges within which the advisor expects to allocate the fund's assets among the various asset classes: (1) U.S. equities-20-90%; (2) investment grade fixed income-0-70%; (3) high yield fixed income-0-15%; and (4) cash equivalents-0-50%. It may, but is not required to, use exchange-traded or over-the-counter derivative instruments for risk management purposes or as part of its investment strategies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 23.42% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 24 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -9.21% |
| 5y Average Return | 10.88% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PWTAX | Category Average | PWTAX | Category Average | PWTAX | Category Average | |
| Alpha | 0.14 | -0.01 | 2.18 | -0.01 | 0.79 | -0 |
| BETA | 1.05 | 0.01 | 1.09 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 0.39 | 0.01 | 0.99 | 0.01 | 0.65 | 0.01 |
| R-squared | 91.83 | 0.93 | 92.51 | 0.92 | 92.36 | 0.92 |
| Standard Deviation | 13.8 | 0.13 | 13.06 | 0.1 | 11.93 | 0.09 |
| Sharpe Ratio | 0.01 | 0.01 | 0.69 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | -0.72 | 0.09 | 8.1 | 0.09 | 4.74 | 0.07 |
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