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UBS Global Allocation P (BPGLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.52-0.04 (-0.35%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.73%
5-year average return4.58%
Number of years up24
Number of years down7
Best 1-yr total return (27 Jun 2024)35.68%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return35.68%
Worst 3-yr total return-0.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBPGLXCategory
YTD4.55%8.60%
1-month3.42%0.11%
3-month2.77%4.82%
1-year13.78%25.33%
3-year-0.66%8.02%
5-year5.45%8.06%
10-year4.52%6.03%
Last bull market16.40%13.54%
Last bear market-11.24%-13.20%

Annual total return (%) history

Year
BPGLXCategory
2024
N/AN/A
2023
9.68%N/A
2022
-16.80%N/A
2021
8.23%N/A
2020
13.84%6.18%
2019
19.03%16.10%
2018
-7.56%-8.26%
2017
17.09%14.79%
2016
1.57%6.04%
2015
-1.70%-4.15%
2014
6.55%1.54%
2013
10.53%10.07%
2012
12.69%10.74%
2011
-7.37%-3.99%
2010
12.11%10.58%
2009
35.68%24.37%
2008
-35.88%-28.98%
2007
5.01%11.39%
2006
13.86%16.61%
2005
6.49%6.56%
2004
14.54%15.24%
2003
27.79%25.32%
2002
-3.06%-2.16%
2001
2.20%-3.23%
2000
6.52%0.23%
1999
1.49%21.83%
1998
8.32%9.68%
1997
11.00%13.17%
1996
14.10%14.59%
1995
24.14%16.98%
1994
-1.89%-4.05%
1993
11.15%21.85%
1992
N/A5.04%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.36%N/AN/AN/A
20231.56%3.07%-3.35%8.42%
2022-5.65%-11.24%-5.64%5.28%
20211.89%3.16%-0.60%3.58%
2020-14.97%11.80%5.44%13.57%
20198.96%2.80%0.00%6.27%
20180.24%-0.88%1.78%-8.59%
20175.56%3.42%3.74%3.39%
2016-2.21%0.47%4.68%-1.25%
20152.37%-1.20%-6.60%4.07%
20140.75%4.55%0.00%1.16%
20133.05%-1.38%4.31%4.27%
20128.83%-4.52%5.48%2.81%
20111.77%1.26%-13.45%3.86%
20102.42%-9.15%12.56%7.04%
2009-10.00%23.56%17.39%3.94%
2008-5.51%-3.10%-10.86%-21.44%
20071.04%3.65%2.26%-1.96%
20063.83%-0.28%3.98%5.76%
2005-1.04%1.27%3.63%2.53%
20042.45%-0.32%1.76%10.21%
2003-2.57%14.06%3.89%10.69%
20023.06%-0.93%-12.25%8.20%
2001-2.76%2.38%-5.45%8.58%
2000-1.07%1.81%-0.89%6.72%
1999-0.68%3.42%-3.24%2.12%
19987.25%-0.98%-5.32%7.73%
19970.58%8.24%3.66%-1.64%
19962.20%2.33%3.36%5.56%
19955.04%6.19%5.29%5.70%
1994-2.59%-0.19%2.11%-1.17%
19934.67%2.44%2.39%1.23%
19921.97%N/AN/AN/A

Rank in category (by total return)

YTD47
1-month37
3-month64
1-year50
3-year80
5-year56

Load adjusted returns

1-year13.78%
3-year-0.66%
5-year5.45%
10-year4.52%