Total Returns for UBS US Allocation C (KPAAX)

  • Growth of $10,000

    From 12/31/1998 to 10/31/2009

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  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    21.12% 2.96 4.43 25 —

    10 Year History

    2008 2007 2006 2005 2004
    Total Returns Per Year -36.60% 1.54% 10.39% 5.79% 11.00%
    +/- Category -8.60 -4.45 -0.90 0.66 2.14
    +/- Index -14.42 -7.08 -2.56 -0.99 -0.90
    Rank in Category 93 92 67 35 19
    # of Funds in Category 1,206 1,103 1,041 985 925
    2003 2002 2001 2000 1999
    Total Returns Per Year 26.52% -23.46% -13.23% -2.94% 17.63%
    +/- Category 6.17 -11.44 -8.18 -4.76 6.92
    +/- Index 4.10 -16.57 -10.77 -4.62 4.14
    Rank in Category 8 99 95 77 15
    # of Funds in Category 843 757 698 646 593
    Data as of 10/31/2009

  • Trailing Total Returns

    Total Return Rank in Category +/- Morningstar Moderate Target Risk # of Funds
    1-Day 0.96% — — 931
    1-Week -0.69% 79 — 931
    1-Month 1.29% 48 -0.67% 931
    3-Month 7.28% 21 0.52% 928
    Year-to-date 27.41% 22 4.43% 892
    1-Year 45.47% 16 -4.92% 891
    3-Year Annualized -6.19% 94 -7.79% 708
    5-Year Annualized -0.31% 93 -5.38% 590
    10-Year Annualized -1.30% 98 -6.06% 180
    Since Inception 6.46% — — —
    Inception Date 07/22/1992
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 10/31/2009
    10 Year and Since Inception data as of 11/23/2009

  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 09/30/2009) (as of 10/31/2009)
    1-Month 2.30% -3.75%
    3-Month 13.72% 4.28%
    Year-to-date 22.32% 20.12%
    1-Year -6.78% 11.51%
    3-Year Annualized -5.91% -7.30%
    5-Year Annualized -0.03% -0.72%
    10-Year Annualized -0.52% -1.30%
    Since Inception 6.61% 6.46%
    Inception Date 07/22/1992
    Data as of 10/31/2009

  • Tax Analysis

    Potential Capital Gains Exposure -59.04%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return 21.12% 12.51% -7.30% -0.72% -1.30% 6.46%
    On Distribution* 20.12% 10.59% -7.91% -1.27% -1.88% 5.70%
    Rank in Category 23 65 91 87 96 —
    On Distribution & Sales of Shares* 13.08% 7.36% -6.45% -0.91% -1.33% 5.36%
    Rank in Category 26 70 93 92 97 —
    Tax Cost Ratio — — 0.66% 0.55% 0.59% —
    Data as of 10/31/2009
    * After Tax