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UBS US Small Cap Growth A (BNSCX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 60.14%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 7

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

Risk Statistics

3 Years5 Years10 Years
BNSCXCategory AverageBNSCXCategory AverageBNSCXCategory Average
Alpha -14.09 -0.02 -4.87 0.01 -4.52 -0.02
BETA 1.15 0.01 1.18 0.01 1.23 0.01
Mean Annual Return -0.02 0.02 1.12 0.02 0.97 0.01
R-squared 71.23 0.78 72.05 0.73 68.12 0.73
Standard Deviation 24.08 0.26 25.57 0.21 22.61 0.19
Sharpe Ratio -0.13 0.01 0.44 0.01 0.45 0.01
Treynor Ratio -5.14 0.15 7.19 0.17 6.5 0.11

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