Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STFXX (UBS Select Tax-Free Institutional Fund) | NA | 2.36% | 2.22% | 1.40% | 0.70% | 0.47% | NA | … | … |
Data as of 01/24/2025, Common starting date is 09/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STFXX (UBS Select Tax-Free Institutional 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 | 2.36 | 2.22 | 1.40 | 0.70 | 0.47 | NA | … | … | 0.00 | 2.36 | 3.37 | 0.93 | 0.01 | 0.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.01 | 0.01 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -1.57 | -1.01 | -0.71 | -1.41 | NA | NA | … | … | 0.00 | -1.64 | -0.29 | -1.35 | -4.27 | 0.46 | 0.00 | 0.00 | 0.00 | 0.00 | -3.28 | -1.71 | -3.92 | -10.13 | -30.02 | -9.10 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 0.77 | 0.75 | 0.59 | 0.42 | NA | NA | … | … | NA | 0.77 | 0.97 | 0.36 | 0.00 | 0.21 | NA | NA | NA | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.00 | 0.01 | 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 | 2.33 | 2.19 | 1.38 | 0.69 | 0.46 | 0.35 | … | … | 0.00 | 2.33 | 3.31 | 0.93 | 0.00 | 0.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.01 | 0.00 | 0.00 | 0.01 | 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 |
|---|---|---|---|---|
| STFXX (UBS Select Tax-Free Institutional Fund) |
0.00%
Oct 2007 – Oct 2010 |
0.00%
Oct 2007 – Oct 2012 |
0.00%
Oct 2007 – Oct 2017 |
0.06%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STFXX (UBS Select Tax-Free Institutional Fund) |
2.22%
Sep 2021 – Sep 2024 |
1.40%
Sep 2019 – Sep 2024 |
0.70%
Sep 2014 – Sep 2024 |
0.47%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart