Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EMPTX (UBS Emerging Markets Equity Opportunity Fund Class P2) 28.33% 63.71% 26.26% 6.27% NA NA NA
Data as of 06/04/2026, Common starting date is 06/01/2018
More Performance Analytics Comparison
Name Start Date End Date
EMPTX (UBS Emerging Markets Equity Opportunity Fund Class P2) 06/01/2018 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 2019 2018
Annualized Return (%) 2.82 63.71 26.26 6.27 NA NA NA 28.33 43.82 2.51 8.92 -25.38 -9.35 24.80 26.48 -18.40
Sharpe Ratio NA 3.19 1.33 0.20 NA NA NA 3.11 2.44 -0.08 0.35 -1.16 -0.58 0.83 1.84 -1.56
Standard Deviation(%) NA 18.55 17.04 18.12 NA NA NA 24.19 16.88 14.80 15.02 23.21 16.20 29.59 13.56 19.97
Draw Down(%) NA 14.50 15.50 41.73 NA NA NA 14.50 15.25 11.35 14.11 35.48 21.49 33.46 11.56 22.29
Yield(%) 0.00 2.39 3.18 3.41 2.66 1.78 1.33 0.00 2.71 3.41 3.36 2.75 9.54 1.82 3.43 0.49
Data as of 06/04/2026, Common starting date is 06/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EMPTX (UBS Emerging Markets Equity Opportunity Fund Class P2) -12.05%
Jan 2021 – Jan 2024
-1.18%
Dec 2019 – Dec 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EMPTX (UBS Emerging Markets Equity Opportunity Fund Class P2) 26.89%
May 2023 – May 2026
6.20%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return