Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBISF (UBS ETF (CH) – Gold) | NA | 7.23% | 4.52% | NA | NA | NA | NA | … | … |
Data as of 03/07/2024, Common starting date is 07/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBISF (UBS ETF (CH) – Gold) | 07/20/2020 | 03/07/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.45 | 7.23 | 4.52 | NA | NA | NA | NA | … | … | 5.38 | 21.84 | -10.93 | 1.53 | 0.20 |
| Sharpe Ratio | NA | 0.64 | 0.10 | NA | NA | NA | NA | … | … | 1.72 | 0.79 | -0.23 | 0.03 | 0.01 |
| Standard Deviation(%) | NA | 11.87 | 22.66 | NA | NA | NA | NA | … | … | 17.22 | 20.33 | 55.10 | 53.89 | 62.78 |
| Draw Down(%) | NA | 8.58 | 16.26 | NA | NA | NA | NA | … | … | 1.92 | 8.58 | 16.26 | 5.36 | 6.72 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/07/2024, Common starting date is 07/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBISF (UBS ETF (CH) – Gold) |
0.00%
NA |
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 |
|---|---|---|---|---|
| UBISF (UBS ETF (CH) – Gold) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart