Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMBCX (UBS MUNICIPAL BOND FUND CLASS C) | NA | -2.16% | -0.06% | NA | NA | NA | NA | … | … |
Data as of 01/08/2019, Common starting date is 11/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMBCX (UBS MUNICIPAL BOND FUND CLASS C) | 11/28/2014 | 01/08/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.16 | -0.06 | NA | NA | NA | NA | … | … | 0.00 | -2.33 | 3.41 | -0.47 | 2.37 | 0.52 |
| Sharpe Ratio | NA | -2.70 | -0.43 | NA | NA | NA | NA | … | … | 0.00 | -2.61 | 1.34 | -0.26 | 1.23 | 2.41 |
| Standard Deviation(%) | NA | 1.40 | 2.07 | NA | NA | NA | NA | … | … | NA | 1.40 | 2.08 | 2.62 | 1.90 | 2.53 |
| Draw Down(%) | NA | 2.52 | 5.86 | NA | NA | NA | NA | … | … | 0.00 | 2.52 | 2.05 | 5.86 | 2.81 | 0.57 |
| Yield(%) | 0.00 | 0.97 | 1.08 | 0.94 | 0.47 | 0.31 | 0.23 | … | … | 0.00 | 0.97 | 1.10 | 1.21 | 1.25 | 0.12 |
Data as of 01/08/2019, Common starting date is 11/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMBCX (UBS MUNICIPAL BOND FUND CLASS C) |
0.26%
Dec 2015 – Dec 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMBCX (UBS MUNICIPAL BOND FUND CLASS C) |
1.75%
Dec 2014 – Dec 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart