Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVRUX (UBS US Dividend Ruler Fund Class P) | 11.01% | 23.88% | 19.48% | 12.55% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/10/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVRUX (UBS US Dividend Ruler Fund Class P) | 07/10/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.61 | 23.88 | 19.48 | 12.55 | NA | NA | NA | … | … | 11.01 | 16.53 | 20.96 | 13.56 | -6.94 | 23.27 | 13.75 |
| Sharpe Ratio | NA | 1.92 | 1.22 | 0.68 | NA | NA | NA | … | … | 1.89 | 0.83 | 1.51 | 0.89 | -0.42 | 1.88 | 2.02 |
| Standard Deviation(%) | NA | 11.23 | 13.26 | 14.66 | NA | NA | NA | … | … | 12.69 | 16.49 | 11.49 | 11.23 | 20.02 | 12.37 | 15.21 |
| Draw Down(%) | NA | 8.14 | 15.68 | 19.06 | NA | NA | NA | … | … | 8.14 | 15.68 | 5.51 | 10.25 | 19.06 | 4.41 | 7.99 |
| Yield(%) | 0.00 | 8.06 | 6.56 | 5.03 | 3.30 | 2.20 | 1.65 | … | … | 0.00 | 8.43 | 5.97 | 3.25 | 2.26 | 3.44 | 1.02 |
Data as of 06/04/2026, Common starting date is 07/10/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVRUX (UBS US Dividend Ruler Fund Class P) |
6.95%
Apr 2021 – Apr 2024 |
11.12%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVRUX (UBS US Dividend Ruler Fund Class P) |
22.62%
Sep 2022 – Sep 2025 |
16.27%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart