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
UPIXX (UBS Select Prime Investor Fund) NA 0.00% 671.46% 16.39% NA NA NA
Data as of 02/29/2024, Common starting date is 05/11/2017
More Performance Analytics Comparison
Name Start Date End Date
UPIXX (UBS Select Prime Investor Fund) 05/11/2017 02/29/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 0.00 671.46 16.39 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(%) 0.00 73.50 0.21 0.32 0.21 0.15
Data as of 02/29/2024, Common starting date is 05/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UPIXX (UBS Select Prime Investor Fund) -83.25%
Jan 2019 – Jan 2022
10.94%
Jun 2017 – Jun 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UPIXX (UBS Select Prime Investor Fund) 670.52%
Jun 2020 – Jun 2023
34.12%
Nov 2017 – Nov 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return