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
SGIXX (UBS Series Funds – ESG Prime Institutional Fund) NA 4.93% 2.45% NA NA NA NA
Data as of 02/28/2024, Common starting date is 01/22/2020
More Performance Analytics Comparison
Name Start Date End Date
SGIXX (UBS Series Funds – ESG Prime Institutional Fund) 01/22/2020 02/28/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 4.93 2.45 NA 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(%) 5.16 2.41 1.55 0.78 0.52 0.39
Data as of 02/28/2024, Common starting date is 01/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGIXX (UBS Series Funds – ESG Prime Institutional Fund) 0.92%
Feb 2020 – Feb 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGIXX (UBS Series Funds – ESG Prime Institutional Fund) 2.45%
Jan 2021 – Jan 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return