Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFPXX (UBS Select Tax-Free Preferred Fund) | NA | 2.39% | 2.27% | 1.43% | 0.71% | 0.48% | NA | … | … |
Data as of 01/24/2025, Common starting date is 09/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFPXX (UBS Select Tax-Free Preferred Fund) | 09/17/2007 | 01/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.39 | 2.27 | 1.43 | 0.71 | 0.48 | NA | … | … | 0.00 | 2.39 | 3.46 | 0.97 | 0.01 | 0.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.03 | 0.01 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -1.51 | -0.92 | -0.63 | -1.33 | NA | NA | … | … | 0.00 | -1.58 | -0.19 | -1.23 | -4.27 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 | -2.75 | 0.41 | -3.92 | -5.96 | -30.02 | -21.72 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 0.78 | 0.77 | 0.61 | 0.43 | NA | NA | … | … | NA | 0.78 | 1.01 | 0.37 | 0.00 | 0.21 | NA | NA | NA | NA | 0.01 | 0.03 | 0.01 | 0.01 | 0.00 | 0.00 | NA | NA | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.36 | 2.24 | 1.41 | 0.71 | 0.47 | 0.36 | … | … | 0.00 | 2.36 | 3.40 | 0.96 | 0.00 | 0.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.03 | 0.01 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/24/2025, Common starting date is 09/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFPXX (UBS Select Tax-Free Preferred Fund) |
0.00%
Oct 2007 – Oct 2010 |
0.00%
Oct 2007 – Oct 2012 |
0.01%
Oct 2007 – Oct 2017 |
0.07%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFPXX (UBS Select Tax-Free Preferred Fund) |
2.27%
Sep 2021 – Sep 2024 |
1.43%
Sep 2019 – Sep 2024 |
0.72%
Sep 2014 – Sep 2024 |
0.48%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart