Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UPPXX (UBS Select Prime Preferred Fund) | 1.08% | 3.26% | 4.26% | 2.59% | NA | NA | NA | 1.67% |
Data as of 07/10/2025, AR inception is 05/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPPXX (UBS Select Prime Preferred Fund) | 05/11/2017 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.26 | 4.26 | 2.59 | NA | NA | NA | 1.67 | 1.08 | 4.53 | 5.27 | 1.69 | 0.02 | 0.55 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.03 | 0.71 | 0.53 | NA | NA | NA | -0.06 | -1.03 | -1.50 | 0.70 | 0.48 | -0.55 | 1.36 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 1.13 | 1.28 | 1.00 | NA | NA | NA | 0.79 | 0.87 | 1.38 | 1.46 | 0.63 | 0.01 | 0.23 | NA | NA | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.59 | 4.29 | 2.62 | 1.36 | 0.91 | 0.68 | 1.70 | 1.07 | 5.20 | 5.11 | 1.66 | 0.00 | 0.54 | 0.00 | 0.00 | 0.00 |
Data as of 07/10/2025, AR inception is 05/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPPXX (UBS Select Prime Preferred Fund) |
0.17%
Jun 2017 - Jun 2020 |
0.15%
Jun 2017 - Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPPXX (UBS Select Prime Preferred Fund) |
4.31%
Apr 2022 - Apr 2025 |
2.60%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart