Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UDBTX (UBS Sustainable Development Bank Bond Fund Class P2) | -0.18% | 3.81% | 3.77% | 0.30% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UDBTX (UBS Sustainable Development Bank Bond Fund Class P2) | 11/02/2020 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 3.81 | 3.77 | 0.30 | NA | NA | NA | … | … | -0.18 | 7.30 | 1.71 | 4.68 | -10.28 | -2.37 | 0.28 |
| Sharpe Ratio | NA | 0.19 | 0.09 | -0.45 | NA | NA | NA | … | … | -0.97 | 1.19 | -0.44 | 0.17 | -1.90 | -0.80 | 0.62 |
| Standard Deviation(%) | NA | 3.19 | 4.24 | 4.90 | NA | NA | NA | … | … | 3.28 | 3.72 | 4.38 | 6.21 | 6.18 | 2.99 | 2.68 |
| Draw Down(%) | NA | 2.53 | 3.98 | 14.48 | NA | NA | NA | … | … | 2.53 | 1.77 | 3.57 | 5.75 | 12.59 | 3.17 | 0.72 |
| Yield(%) | 0.00 | 3.80 | 3.25 | 2.30 | 1.41 | 0.94 | 0.71 | … | … | 1.59 | 3.67 | 2.96 | 2.34 | 1.44 | 1.14 | 2.71 |
Data as of 06/09/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDBTX (UBS Sustainable Development Bank Bond Fund Class P2) |
-2.85%
Dec 2020 – Dec 2023 |
0.01%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDBTX (UBS Sustainable Development Bank Bond Fund Class P2) |
5.22%
Feb 2023 – Feb 2026 |
0.78%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart