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Nasdaq - Delayed Quote USD

UBS US Allocation P (PWTYX)

51.11
-0.08
(-0.16%)
At close: 8:02:16 PM EST

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 23.74%
Worst 1Y Total Return --
Number of Years Up 25
Number of Years Down 6

Performance & Risk

YTD Return 1.31%
5y Average Return 8.73%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
PWTYXCategory AveragePWTYXCategory AveragePWTYXCategory Average
Alpha 2.36 -0.01 3.12 -0.01 1.6 -0
BETA 1.04 0.01 1.09 0.01 1.14 0.01
Mean Annual Return 0.56 0.01 0.84 0.01 0.75 0.01
R-squared 93.06 0.93 94.47 0.92 92.88 0.92
Standard Deviation 13.54 0.13 14.08 0.1 11.88 0.09
Sharpe Ratio 0.18 0.01 0.53 0.01 0.6 0.01
Treynor Ratio 1.53 0.09 6.23 0.09 5.91 0.07

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