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
UPRXX (Ubs Money Series – Prime Reserve Fund) 0.00% 0.00% 3.04% 2.55% NA NA NA
Data as of 06/05/2026, Common starting date is 05/11/2017
More Performance Analytics Comparison
Name Start Date End Date
UPRXX (Ubs Money Series – Prime Reserve Fund) 05/11/2017 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.00 0.00 3.04 2.55 NA NA NA 0.00 1.06 4.51 5.23 1.65 0.01 0.51 0.00 0.00 0.00
Sharpe Ratio NA 0.00 -0.20 0.02 NA NA NA 0.00 -2.99 -1.52 0.68 0.43 -3.48 1.23 0.00 0.00 0.00
Standard Deviation(%) NA 0.35 1.12 0.99 NA NA NA 0.00 0.61 1.37 1.45 0.63 0.00 0.22 NA NA NA
Draw Down(%) NA 0.00 0.00 0.00 NA NA NA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Yield(%) 0.00 0.00 3.23 2.66 1.38 0.92 0.69 0.00 1.41 5.16 5.08 1.65 0.00 0.49 0.00 0.00 0.00
Data as of 06/05/2026, 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
UPRXX (Ubs Money Series – Prime Reserve Fund) 0.16%
Jun 2017 – Jun 2020
0.14%
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
UPRXX (Ubs Money Series – Prime Reserve Fund) 4.27%
Apr 2022 – Apr 2025
2.57%
Apr 2020 – Apr 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return