Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTBPX (UBS TOTAL RETURN BOND FUND CLASS P) | 1.17% | 6.10% | 4.61% | 0.81% | 2.07% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTBPX (UBS TOTAL RETURN BOND FUND CLASS P) | 05/24/2016 | 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 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 6.10 | 4.61 | 0.81 | 2.07 | NA | NA | … | … | 1.17 | 7.08 | 1.68 | 6.68 | -11.74 | -1.49 | 6.51 | 10.61 | -2.09 | 4.81 | 0.18 |
| Sharpe Ratio | NA | 1.08 | 0.36 | -0.34 | 0.12 | NA | NA | … | … | 0.16 | 1.02 | -0.41 | 0.56 | -2.31 | -0.47 | 1.04 | 2.79 | -1.26 | 1.57 | 0.02 |
| Standard Deviation(%) | NA | 4.00 | 4.72 | 4.84 | 4.35 | NA | NA | … | … | 4.63 | 4.13 | 4.72 | 5.48 | 5.71 | 3.21 | 5.98 | 3.28 | 2.77 | 2.66 | 3.31 |
| Draw Down(%) | NA | 2.98 | 5.33 | 16.83 | 16.83 | NA | NA | … | … | 2.98 | 3.13 | 3.45 | 5.65 | 15.46 | 3.56 | 10.75 | 2.06 | 3.71 | 1.62 | 3.99 |
| Yield(%) | 0.00 | 4.73 | 4.43 | 3.24 | 2.96 | 1.99 | 1.49 | … | … | 1.97 | 4.72 | 4.44 | 3.64 | 2.46 | 1.83 | 2.19 | 3.00 | 2.90 | 2.52 | 1.42 |
Data as of 06/04/2026, Common starting date is 05/24/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTBPX (UBS TOTAL RETURN BOND FUND CLASS P) |
-4.40%
Oct 2020 – Oct 2023 |
-0.49%
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 |
|---|---|---|---|---|
| UTBPX (UBS TOTAL RETURN BOND FUND CLASS P) |
6.02%
Oct 2022 – Oct 2025 |
3.68%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart