Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESPTX (UBS International Sustainable Equity Fund Class P2) | 6.25% | 20.64% | 16.21% | 7.51% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESPTX (UBS International Sustainable Equity Fund Class P2) | 11/02/2020 | 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 (%) | 0.15 | 20.64 | 16.21 | 7.51 | NA | NA | NA | … | … | 6.25 | 30.19 | 7.39 | 16.22 | -13.39 | 4.04 | 17.83 |
| Sharpe Ratio | NA | 1.52 | 1.01 | 0.35 | NA | NA | NA | … | … | 1.05 | 1.70 | 0.32 | 1.06 | -0.71 | 0.33 | 13.50 |
| Standard Deviation(%) | NA | 12.49 | 13.74 | 15.11 | NA | NA | NA | … | … | 14.37 | 16.11 | 11.85 | 11.98 | 21.02 | 12.25 | 12.90 |
| Draw Down(%) | NA | 10.59 | 15.49 | 29.84 | NA | NA | NA | … | … | 10.59 | 15.49 | 8.47 | 12.42 | 28.42 | 8.44 | 2.17 |
| Yield(%) | 0.00 | 2.12 | 2.04 | 4.75 | 3.14 | 2.09 | 1.57 | … | … | 0.00 | 2.44 | 1.64 | 1.94 | 11.62 | 10.01 | 1.51 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESPTX (UBS International Sustainable Equity Fund Class P2) |
0.77%
Apr 2021 – Apr 2024 |
7.21%
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 |
|---|---|---|---|---|
| ESPTX (UBS International Sustainable Equity Fund Class P2) |
21.66%
Sep 2022 – Sep 2025 |
9.13%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart