Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMBPX (UBS MUNICIPAL BOND FUND CLASS P) | NA | -7.96% | -0.31% | 1.12% | NA | NA | NA | … | … |
Data as of 06/06/2022, Common starting date is 11/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMBPX (UBS MUNICIPAL BOND FUND CLASS P) | 11/28/2014 | 06/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.96 | -0.31 | 1.12 | NA | NA | NA | … | … | -8.08 | -2.01 | 4.97 | 6.83 | 0.13 | 4.18 | 0.26 | 3.11 | 0.59 |
| Sharpe Ratio | NA | -4.44 | -0.14 | 0.10 | NA | NA | NA | … | … | -8.16 | -0.99 | 0.58 | 2.98 | -0.74 | 1.68 | 0.02 | 1.63 | 2.91 |
| Standard Deviation(%) | NA | 1.83 | 4.96 | 4.00 | NA | NA | NA | … | … | 2.25 | 2.05 | 8.12 | 1.83 | 1.62 | 2.12 | 2.62 | 1.89 | 2.39 |
| Draw Down(%) | NA | 8.71 | 11.67 | 11.67 | NA | NA | NA | … | … | 8.11 | 2.63 | 11.67 | 2.21 | 2.14 | 1.87 | 5.56 | 2.58 | 0.51 |
| Yield(%) | 0.00 | 2.35 | 2.27 | 2.17 | 1.61 | 1.07 | 0.80 | … | … | 0.49 | 2.42 | 2.58 | 2.15 | 1.92 | 1.86 | 1.96 | 1.97 | 0.19 |
Data as of 06/06/2022, 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 |
|---|---|---|---|---|
| UMBPX (UBS MUNICIPAL BOND FUND CLASS P) |
-0.28%
May 2019 – May 2022 |
1.18%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMBPX (UBS MUNICIPAL BOND FUND CLASS P) |
5.08%
Feb 2017 – Feb 2020 |
3.98%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart