Nasdaq - Delayed Quote USD

UBS US Small Cap Growth A (BNSCX)

17.23 +0.29 (+1.71%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.74%
5y Average Return 8.23%
Number of Years Up 18
Number of Years Down 7
Best 1Y Total Return (Apr 25, 2024) 60.14%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 60.14%
Worst 3Y Total Return -5.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BNSCX
Category
YTD
12.55%
12.40%
1-Month
0.66%
3.37%
3-Month
12.55%
4.88%
1-Year
23.69%
55.69%
3-Year
-2.96%
19.34%
5-Year
10.66%
20.72%
10-Year
9.48%
13.98%
Last Bull Market
38.87%
27.85%
Last Bear Market
-23.74%
-24.06%

Annual Total Return (%) History

Year
BNSCX
Category
2024
--
--
2023
13.56%
--
2022
-28.31%
--
2021
4.95%
--
2020
60.14%
38.62%
2019
29.63%
27.68%
2018
-4.70%
-5.76%
2017
19.14%
21.50%

2016
6.37%
11.20%
2015
-2.45%
-2.41%
2014
7.16%
2.44%
2013
46.81%
40.91%
2012
16.25%
13.15%
2011
-0.55%
-3.55%
2010
38.21%
26.98%
2009
33.16%
35.46%
2008
-44.28%
-41.55%
2007
4.68%
7.59%
2006
8.28%
10.81%
2005
6.38%
6.02%
2004
10.70%
12.41%
2003
44.33%
45.54%
2002
-18.55%
-27.88%
2001
-10.63%
-8.91%
2000
22.21%
-3.85%
1999
41.14%
64.77%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.55% -- -- --
2023 3.34% 5.79% -7.89% 12.78%
2022 -10.04% -23.74% -1.37% 5.94%
2021 5.23% 2.60% -1.53% -1.29%
2020 -23.38% 41.10% 15.30% 28.48%
2019 20.28% 6.57% -7.19% 8.97%
2018 4.45% 10.38% 9.21% -24.31%
2017 6.35% 2.36% 3.10% 6.15%
2016 -11.59% 5.84% 10.14% 3.22%
2015 5.16% 5.31% -15.51% 4.25%

2014 1.87% 0.77% -4.97% 9.85%
2013 13.62% 4.92% 16.12% 6.06%
2012 18.53% -5.54% 6.86% -2.83%
2011 8.80% 1.14% -19.88% 12.79%
2010 8.46% -7.10% 14.34% 19.97%
2009 -9.49% 19.72% 17.06% 4.99%
2008 -11.28% 5.80% -12.62% -32.07%
2007 4.74% 4.52% -1.00% -3.41%
2006 11.74% -7.09% -0.90% 5.25%
2005 -4.42% 5.08% 5.13% 0.75%
2004 0.00% -0.35% -3.15% 14.70%
2003 -4.28% 20.77% 12.00% 11.47%
2002 3.01% -10.42% -14.80% 3.59%
2001 -18.26% 16.01% -20.70% 18.85%
2000 22.30% 6.32% 6.13% -11.44%
1999 -6.48% 11.30% 2.07% 32.83%

Rank in Category (By Total Return)

YTD 11
1-Month 94
3-Month 11
1-Year 19
3-Year 66
5-Year 28

Load Adjusted Returns

1-Year 16.88%
3-Year -4.77%
5-Year 9.42%
10-Year 8.86%

Performance & Risk

YTD Return 3.74%
5y Average Return 8.23%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family UBS Asset Management
Net Assets 139.35M
YTD Return 12.55%
Yield 0.00%
Morningstar Rating
Inception Date Dec 31, 1998

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities of U.S. small capitalization companies. Small capitalization companies are those companies within the range of the largest and smallest company in the Russell 2000 Index at the time of purchase. Investments in equity securities may include, but are not limited to, common stock and preferred stock; equity securities of real estate investment trusts ("REITs"); and exchange-traded funds ("ETFs"). The fund may invest up to 20% of its net assets in foreign securities.

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