Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UPRXX (Ubs Money Series - Prime Reserve Fund) | 1.06% | 2.76% | 4.17% | 2.55% | NA | NA | NA | 1.65% |
Data as of 08/04/2025, AR inception is 05/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPRXX (Ubs Money Series - Prime Reserve Fund) | 05/11/2017 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.76 | 4.17 | 2.55 | NA | NA | NA | 1.65 | 1.06 | 4.51 | 5.23 | 1.65 | 0.01 | 0.51 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -0.39 | 0.63 | 0.46 | NA | NA | NA | -0.13 | -1.53 | -1.52 | 0.68 | 0.43 | -3.48 | 1.23 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 1.02 | 1.27 | 0.99 | NA | NA | NA | 0.78 | 0.80 | 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 | 3.09 | 4.21 | 2.59 | 1.34 | 0.90 | 0.67 | 1.68 | 1.05 | 5.16 | 5.08 | 1.65 | 0.00 | 0.49 | 0.00 | 0.00 | 0.00 |
Data as of 08/04/2025, AR inception 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