UBS US Allocation Fund P (PWTYX)

52.79 +0.05 (+0.09%) USD  |  Dec 26 2025
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PWTYX 1 Year Total Returns (Daily): 12.45% for Dec. 26, 2025

1 Year Total Returns (Daily) Chart

Sep '18
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Historical Data

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Total Return Definition

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The Total return is the change in price over a specific period of time that includes dividends and distributions paid.

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1 Year Total Returns (Daily) Range, Past 5 Years

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1 Year Total Returns (Daily) Benchmarks

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American Century Balanced Fund I 8.87%
Transamerica Balanced II I3 12.51%
JNL/WMC Balanced Fund I 15.14%
Abraham Fortress Fund I 10.94%
BNY Mellon Balanced Opportunity Fund I 12.66%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) 1.53%
3 Month Total Returns (Daily) 3.77%
6 Month Total Returns (Daily) 11.19%
Annualized 3 Year Total Returns (Daily) 15.27%
Annualized 5 Year Total Returns (Daily) 8.35%
Annualized 10 Year Total Returns (Daily) 9.50%
Annualized 15 Year Total Returns (Daily) 9.41%
Annualized Total Returns Since Inception (Daily) 8.70%

1 Year Total Returns (Daily) Excel Add-In Codes

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Metric Code: one_year_total_return
Latest Data Point: =YCP("M:PWTYX", "one_year_total_return")
Last 5 Data Points: =YCS("M:PWTYX", "one_year_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.