Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SGEXX (UBS Series Funds – UBS Select Government Preferred Fund) NA 0.00% 688.52% 19.80% NA NA NA
Data as of 02/29/2024, Common starting date is 08/19/2016
More Performance Analytics Comparison
Name Start Date End Date
SGEXX (UBS Series Funds – UBS Select Government Preferred Fund) 08/19/2016 02/29/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 0.00 688.52 19.80 NA NA 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 69.50 0.21 18.22 11.71 8.20
Data as of 02/29/2024, Common starting date is 08/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGEXX (UBS Series Funds – UBS Select Government Preferred Fund) -82.79%
Mar 2019 – Mar 2022
-50.82%
Apr 2017 – Apr 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGEXX (UBS Series Funds – UBS Select Government Preferred Fund) 688.32%
Apr 2020 – Apr 2023
40.73%
Nov 2017 – Nov 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return