Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTBAX (UBS TOTAL RETURN BOND FUND CLASS A) | 0.68% | 5.75% | 4.23% | 0.51% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTBAX (UBS TOTAL RETURN BOND FUND CLASS A) | 09/30/2016 | 06/05/2026 |
| 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 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | 5.75 | 4.23 | 0.51 | NA | NA | NA | … | … | 0.68 | 6.87 | 1.41 | 6.40 | -11.96 | -1.73 | 6.26 | 10.36 | -2.37 | 3.21 | -3.42 |
| Sharpe Ratio | NA | 0.79 | 0.21 | -0.42 | NA | NA | NA | … | … | -0.20 | 0.98 | -0.47 | 0.50 | -2.37 | -0.55 | 1.01 | 2.69 | -1.41 | 0.95 | -3.47 |
| Standard Deviation(%) | NA | 3.91 | 4.73 | 4.84 | NA | NA | NA | … | … | 4.53 | 4.09 | 4.73 | 5.57 | 5.68 | 3.20 | 5.94 | 3.31 | 2.68 | 2.70 | 3.83 |
| Draw Down(%) | NA | 3.00 | 5.33 | 17.04 | NA | NA | NA | … | … | 3.00 | 3.20 | 3.52 | 5.75 | 15.58 | 3.60 | 10.71 | 2.06 | 3.97 | 1.62 | 4.27 |
| Yield(%) | 0.00 | 4.47 | 4.16 | 3.01 | 2.42 | 1.61 | 1.21 | … | … | 1.86 | 4.45 | 4.18 | 3.37 | 2.23 | 1.58 | 1.94 | 2.75 | 2.69 | 0.88 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTBAX (UBS TOTAL RETURN BOND FUND CLASS A) |
-4.62%
Oct 2020 – Oct 2023 |
-0.73%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTBAX (UBS TOTAL RETURN BOND FUND CLASS A) |
5.74%
Oct 2022 – Oct 2025 |
3.10%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart