Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UDBPX (UBS Sustainable Development Bank Bond Fund) | 0.04% | 3.30% | 3.64% | 0.31% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/30/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UDBPX (UBS Sustainable Development Bank Bond Fund) | 10/30/2018 | 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 (%) | -0.10 | 3.30 | 3.64 | 0.31 | NA | NA | NA | … | … | 0.04 | 7.27 | 1.54 | 4.53 | -10.41 | -2.41 | 6.79 | 6.81 | 2.24 |
| Sharpe Ratio | NA | 0.35 | 0.14 | -0.44 | NA | NA | NA | … | … | -0.61 | 1.18 | -0.47 | 0.14 | -1.91 | -0.82 | 1.78 | 1.57 | 5.73 |
| Standard Deviation(%) | NA | 3.36 | 4.32 | 4.93 | NA | NA | NA | … | … | 3.53 | 3.73 | 4.39 | 6.26 | 6.21 | 2.98 | 3.66 | 3.40 | 2.24 |
| Draw Down(%) | NA | 2.56 | 4.37 | 14.54 | NA | NA | NA | … | … | 2.56 | 1.87 | 3.51 | 5.80 | 12.70 | 3.20 | 2.50 | 1.94 | 0.50 |
| Yield(%) | 0.00 | 3.60 | 3.07 | 2.16 | 1.97 | 1.31 | 0.98 | … | … | 1.49 | 3.52 | 2.80 | 2.19 | 1.30 | 1.01 | 4.20 | 2.81 | 0.53 |
Data as of 06/04/2026, Common starting date is 10/30/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDBPX (UBS Sustainable Development Bank Bond Fund) |
-4.61%
Oct 2020 – Oct 2023 |
-0.73%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDBPX (UBS Sustainable Development Bank Bond Fund) |
5.10%
Feb 2023 – Feb 2026 |
0.84%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart