Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIPTX (UBS Engage For Impact Fund Class P2) | 9.09% | 21.82% | 17.96% | 7.15% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIPTX (UBS Engage For Impact Fund Class P2) | 02/25/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.89 | 21.82 | 17.96 | 7.15 | NA | NA | NA | … | … | 9.09 | 21.47 | 11.00 | 17.22 | -21.93 | 12.96 |
| Sharpe Ratio | NA | 1.51 | 1.04 | 0.29 | NA | NA | NA | … | … | 1.38 | 1.07 | 0.58 | 1.06 | -0.97 | 1.12 |
| Standard Deviation(%) | NA | 13.58 | 14.68 | 16.79 | NA | NA | NA | … | … | 15.32 | 17.42 | 12.65 | 12.91 | 24.23 | 13.70 |
| Draw Down(%) | NA | 10.59 | 17.15 | 32.71 | NA | NA | NA | … | … | 10.59 | 17.15 | 6.46 | 12.45 | 30.33 | 8.17 |
| Yield(%) | 0.00 | 13.16 | 8.00 | 6.15 | 3.31 | 2.21 | 1.66 | … | … | 0.00 | 14.35 | 5.15 | 1.79 | 1.10 | 12.65 |
Data as of 06/04/2026, Common starting date is 02/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIPTX (UBS Engage For Impact Fund Class P2) |
0.53%
Dec 2021 – Dec 2024 |
5.35%
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 |
|---|---|---|---|---|
| EIPTX (UBS Engage For Impact Fund Class P2) |
19.40%
Sep 2022 – Sep 2025 |
7.34%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart