Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UEIPX (UBS Engage for Impact Fund) | 9.06% | 21.32% | 17.37% | 6.56% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/24/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UEIPX (UBS Engage for Impact Fund) | 10/24/2018 | 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 (%) | 1.11 | 21.32 | 17.37 | 6.56 | NA | NA | NA | … | … | 9.06 | 20.69 | 10.39 | 16.46 | -22.35 | 16.12 | 16.95 | 23.64 | -6.84 |
| Sharpe Ratio | NA | 1.46 | 0.99 | 0.25 | NA | NA | NA | … | … | 1.34 | 1.03 | 0.54 | 1.00 | -0.98 | 1.13 | 0.55 | 1.84 | -1.75 |
| Standard Deviation(%) | NA | 13.51 | 14.64 | 16.78 | NA | NA | NA | … | … | 15.26 | 17.34 | 12.62 | 12.96 | 24.24 | 14.27 | 30.41 | 12.04 | 19.66 |
| Draw Down(%) | NA | 10.59 | 17.17 | 33.05 | NA | NA | NA | … | … | 10.59 | 17.17 | 6.54 | 12.59 | 30.60 | 8.20 | 35.04 | 8.85 | 15.34 |
| Yield(%) | 0.00 | 13.34 | 7.77 | 5.85 | 4.64 | 3.09 | 2.32 | … | … | 0.00 | 14.50 | 5.22 | 0.76 | 0.73 | 12.42 | 0.88 | 3.25 | 0.06 |
Data as of 06/04/2026, Common starting date is 10/24/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEIPX (UBS Engage for Impact Fund) |
-0.07%
Oct 2021 – Oct 2024 |
4.72%
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 |
|---|---|---|---|---|
| UEIPX (UBS Engage for Impact Fund) |
18.86%
Dec 2018 – Dec 2021 |
12.02%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart