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UBS Global Allocation A (BNGLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.15+0.04 (+0.36%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.52%
5-year average return4.17%
Number of years up20
Number of years down6
Best 1-yr total return (30 June 2024)35.29%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return35.29%
Worst 3-yr total return-0.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBNGLXCategory
YTD4.33%8.60%
1-month3.36%0.11%
3-month2.69%4.82%
1-year13.36%25.33%
3-year-0.95%8.02%
5-year5.17%8.06%
10-year4.26%6.03%
Last bull market16.39%13.54%
Last bear market-11.34%-13.20%

Annual total return (%) history

Year
BNGLXCategory
2024
N/AN/A
2023
9.42%N/A
2022
-16.99%N/A
2021
7.94%N/A
2020
13.60%6.18%
2019
18.73%16.10%
2018
-7.72%-8.26%
2017
16.65%14.79%
2016
1.39%6.04%
2015
-1.95%-4.15%
2014
6.19%1.54%
2013
10.30%10.07%
2012
12.37%10.74%
2011
-7.70%-3.99%
2010
11.85%10.58%
2009
35.29%24.37%
2008
-36.13%-28.98%
2007
4.82%11.39%
2006
13.57%16.61%
2005
6.18%6.56%
2004
14.15%15.24%
2003
27.48%25.32%
2002
-2.99%-2.16%
2001
1.93%-3.23%
2000
6.18%0.23%
1999
1.18%21.83%
1998
8.00%9.68%
1997
N/A13.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.33%N/AN/AN/A
20231.51%2.98%-3.47%8.44%
2022-5.74%-11.34%-5.63%5.25%
20211.80%3.11%-0.62%3.48%
2020-15.02%11.72%5.41%13.51%
20198.90%2.70%0.00%6.16%
20180.25%-0.98%1.74%-8.62%
20175.48%3.23%3.82%3.19%
2016-2.25%0.38%4.59%-1.20%
20152.33%-1.23%-6.74%4.02%
20140.57%4.55%-0.09%1.09%
20133.11%-1.51%4.19%4.24%
20128.77%-4.50%5.26%2.77%
20111.70%1.18%-13.53%3.74%
20102.47%-9.32%12.59%6.92%
2009-9.92%23.38%17.36%3.73%
2008-5.59%-3.15%-11.04%-21.48%
20071.06%3.57%2.16%-1.97%
20063.81%-0.36%3.90%5.69%
2005-1.05%1.14%3.60%2.41%
20042.31%-0.40%1.78%10.07%
2003-2.70%14.09%3.74%10.69%
20023.18%-0.93%-12.36%8.29%
2001-2.78%2.21%-5.41%8.43%
2000-1.17%1.73%-0.98%6.66%
1999-0.85%3.43%-3.34%2.07%
19987.17%-1.09%-5.33%7.61%
19973.58%0.50%N/AN/A

Rank in category (by total return)

YTD53
1-month40
3-month66
1-year56
3-year85
5-year64

Load adjusted returns

1-year7.13%
3-year-2.80%
5-year3.99%
10-year3.67%