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UBS US Small Cap Growth P (BISCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.23+0.20 (+0.95%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.28%
5-Year Average Return9.96%
Number of Years Up18
Number of Years Down8
Best 1 Yr Total Return (May 23, 2024)60.51%
Worst 1 Yr Total Return (May 23, 2024)N/A
Best 3-Yr Total Return60.51%
Worst 3-Yr Total Return-4.87%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBISCXCategory
YTD5.00%12.40%
1-Month-6.77%3.37%
3-Month5.54%4.88%
1-Year18.61%55.69%
3-Year-6.49%19.34%
5-Year8.49%20.72%
10-Year9.82%13.98%
Last Bull Market39.40%27.85%
Last Bear Market-23.67%-24.06%

Annual Total Return (%) History

Year
BISCXCategory
2024
N/AN/A
2023
13.80%N/A
2022
-28.12%N/A
2021
5.22%N/A
2020
60.51%38.62%
2019
29.95%27.68%
2018
-4.46%-5.76%
2017
19.44%21.50%
2016
6.69%11.20%
2015
-2.26%-2.41%
2014
7.50%2.44%
2013
47.29%40.91%
2012
16.53%13.15%
2011
-0.33%-3.55%
2010
38.62%26.98%
2009
33.41%35.46%
2008
-44.11%-41.55%
2007
4.96%7.59%
2006
8.59%10.81%
2005
6.60%6.02%
2004
10.94%12.41%
2003
44.75%45.54%
2002
-18.42%-27.88%
2001
-10.23%-8.91%
2000
22.44%-3.85%
1999
41.87%64.77%
1998
-6.83%5.23%
1997
N/A17.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.63%N/AN/AN/A
20233.39%5.84%-7.83%12.83%
2022-9.98%-23.67%-1.37%6.07%
20215.32%2.67%-1.48%-1.22%
2020-23.38%41.31%15.33%28.54%
201920.35%6.65%-7.15%9.04%
20184.49%10.47%9.30%-24.27%
20176.42%2.41%3.14%6.26%
2016-11.46%5.83%10.24%3.28%
20155.21%5.37%-15.45%4.27%
20141.94%0.85%-4.92%9.98%
201313.73%5.01%16.17%6.16%
201218.59%-5.49%6.93%-2.77%
20118.80%1.22%-19.83%12.89%
20108.53%-7.02%14.36%20.11%
2009-9.42%19.73%17.16%5.01%
2008-11.22%5.86%-12.52%-32.03%
20074.82%4.60%-0.98%-3.32%
200611.84%-7.06%-0.81%5.33%
2005-4.36%5.14%5.17%0.80%
20040.08%-0.33%-3.10%14.78%
2003-4.22%20.83%12.12%11.55%
20022.98%-10.39%-14.62%3.54%
2001-18.20%16.08%-20.61%19.09%
200021.81%6.78%6.29%-11.43%
1999-6.14%11.27%2.18%32.94%
199811.23%-7.52%-23.84%18.94%
1997-5.60%N/AN/AN/A

Rank In Category (By Total Return)

YTD13
1-Month59
3-Month15
1-Year15
3-Year66
5-Year27

Load Adjusted Returns

1-Year18.61%
3-Year-6.49%
5-Year8.49%
10-Year9.82%