PWTYX vs. BNUEX
Compare and contrast key facts about UBS U.S. Allocation Fund (PWTYX) and UBS International Sustainable Equity Fund (BNUEX).
PWTYX is managed by UBS. It was launched on May 9, 1993. BNUEX is managed by UBS. It was launched on Aug 31, 1993.
Performance
PWTYX vs. BNUEX - Performance Comparison
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PWTYX vs. BNUEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PWTYX UBS U.S. Allocation Fund | -5.56% | 13.28% | 14.01% | 17.73% | -17.04% | 16.19% | 17.66% | 23.75% | -7.80% | 15.77% |
BNUEX UBS International Sustainable Equity Fund | -4.27% | 29.10% | 6.62% | 15.40% | -14.08% | 3.24% | 12.95% | 22.61% | -16.73% | 31.21% |
Returns By Period
In the year-to-date period, PWTYX achieves a -5.56% return, which is significantly lower than BNUEX's -4.27% return. Over the past 10 years, PWTYX has outperformed BNUEX with an annualized return of 8.64%, while BNUEX has yielded a comparatively lower 8.05% annualized return.
PWTYX
- 1D
- -0.20%
- 1M
- -7.61%
- YTD
- -5.56%
- 6M
- -3.44%
- 1Y
- 10.34%
- 3Y*
- 11.12%
- 5Y*
- 5.97%
- 10Y*
- 8.64%
BNUEX
- 1D
- 1.00%
- 1M
- -9.15%
- YTD
- -4.27%
- 6M
- 1.22%
- 1Y
- 17.82%
- 3Y*
- 12.40%
- 5Y*
- 5.80%
- 10Y*
- 8.05%
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PWTYX vs. BNUEX - Expense Ratio Comparison
PWTYX has a 0.70% expense ratio, which is lower than BNUEX's 1.00% expense ratio.
Return for Risk
PWTYX vs. BNUEX — Risk / Return Rank
PWTYX
BNUEX
PWTYX vs. BNUEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS U.S. Allocation Fund (PWTYX) and UBS International Sustainable Equity Fund (BNUEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PWTYX | BNUEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.07 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.52 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 0.99 | -0.20 |
Martin ratioReturn relative to average drawdown | 3.21 | 4.67 | -1.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PWTYX | BNUEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.07 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.39 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.51 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.31 | +0.20 |
Correlation
The correlation between PWTYX and BNUEX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PWTYX vs. BNUEX - Dividend Comparison
PWTYX's dividend yield for the trailing twelve months is around 9.93%, more than BNUEX's 2.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PWTYX UBS U.S. Allocation Fund | 9.93% | 9.38% | 8.32% | 1.61% | 9.95% | 16.86% | 5.85% | 2.22% | 11.82% | 2.53% | 0.68% | 0.00% |
BNUEX UBS International Sustainable Equity Fund | 2.03% | 1.94% | 1.64% | 0.85% | 14.17% | 9.87% | 1.30% | 1.43% | 1.99% | 1.38% | 2.37% | 1.31% |
Drawdowns
PWTYX vs. BNUEX - Drawdown Comparison
The maximum PWTYX drawdown since its inception was -51.86%, smaller than the maximum BNUEX drawdown of -61.03%. Use the drawdown chart below to compare losses from any high point for PWTYX and BNUEX.
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Drawdown Indicators
| PWTYX | BNUEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.86% | -61.03% | +9.17% |
Max Drawdown (1Y)Largest decline over 1 year | -8.66% | -11.70% | +3.04% |
Max Drawdown (5Y)Largest decline over 5 years | -21.84% | -30.49% | +8.65% |
Max Drawdown (10Y)Largest decline over 10 years | -25.34% | -36.07% | +10.73% |
Current DrawdownCurrent decline from peak | -7.87% | -9.15% | +1.28% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -12.10% | +4.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 3.30% | -0.77% |
Volatility
PWTYX vs. BNUEX - Volatility Comparison
The current volatility for UBS U.S. Allocation Fund (PWTYX) is 3.64%, while UBS International Sustainable Equity Fund (BNUEX) has a volatility of 5.43%. This indicates that PWTYX experiences smaller price fluctuations and is considered to be less risky than BNUEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PWTYX | BNUEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.64% | 5.43% | -1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 7.27% | 9.67% | -2.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.91% | 16.78% | -3.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.11% | 15.32% | -2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.88% | 16.04% | -3.16% |