Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFRXX (UBS Select Tax-Free Investor Fund) | NA | 0.00% | 549.23% | 16.78% | 75.67% | 19.36% | NA | … | … |
Data as of 02/29/2024, Common starting date is 09/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFRXX (UBS Select Tax-Free Investor Fund) | 09/26/2008 | 02/29/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 549.23 | 16.78 | 75.67 | 19.36 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.05 | 3.11 | 0.11 | 0.00 | … | … |
Data as of 02/29/2024, Common starting date is 09/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFRXX (UBS Select Tax-Free Investor Fund) |
-81.95%
Apr 2019 – Apr 2022 |
-61.96%
Oct 2008 – Oct 2013 |
-0.51%
Oct 2008 – Oct 2018 |
5.52%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFRXX (UBS Select Tax-Free Investor Fund) |
548.69%
Apr 2020 – Apr 2023 |
183.93%
Mar 2015 – Mar 2020 |
78.37%
Dec 2012 – Dec 2022 |
24.21%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart