Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMBAX (UBS MUNICIPAL BOND FUND CLASS A) | NA | -8.21% | -0.57% | 0.86% | NA | NA | NA | … | … |
Data as of 06/06/2022, Common starting date is 11/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMBAX (UBS MUNICIPAL BOND FUND CLASS A) | 11/28/2014 | 06/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.21 | -0.57 | 0.86 | NA | NA | NA | … | … | -8.19 | -2.01 | 4.71 | 6.67 | -0.01 | 4.01 | -0.10 | 2.94 | 0.57 |
| Sharpe Ratio | NA | -4.57 | -0.19 | 0.04 | NA | NA | NA | … | … | -8.23 | -1.00 | 0.55 | 2.96 | -0.83 | 1.64 | -0.12 | 1.53 | 2.85 |
| Standard Deviation(%) | NA | 1.83 | 4.92 | 3.97 | NA | NA | NA | … | … | 2.26 | 2.03 | 8.07 | 1.79 | 1.60 | 2.07 | 2.60 | 1.90 | 2.35 |
| Draw Down(%) | NA | 8.90 | 11.67 | 11.67 | NA | NA | NA | … | … | 8.21 | 2.54 | 11.67 | 2.12 | 2.37 | 1.84 | 5.67 | 2.67 | 0.52 |
| Yield(%) | 0.00 | 2.10 | 2.01 | 1.91 | 1.41 | 0.94 | 0.70 | … | … | 0.38 | 2.16 | 2.32 | 1.87 | 1.68 | 1.60 | 1.69 | 1.70 | 0.17 |
Data as of 06/06/2022, Common starting date is 11/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMBAX (UBS MUNICIPAL BOND FUND CLASS A) |
-0.54%
May 2019 – May 2022 |
0.93%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMBAX (UBS MUNICIPAL BOND FUND CLASS A) |
4.81%
Jan 2018 – Jan 2021 |
3.74%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart