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
SPIXX (UBS Select Prime Investor Fund) NA 0.00% 681.60% 16.83% 85.47% 14.79% NA
Data as of 02/29/2024, Common starting date is 09/23/2008
More Performance Analytics Comparison
Name Start Date End Date
SPIXX (UBS Select Prime Investor Fund) 09/23/2008 02/29/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 0.00 681.60 16.83 85.47 14.79 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 76.00 0.21 20.89 0.22 0.04
Data as of 02/29/2024, Common starting date is 09/23/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPIXX (UBS Select Prime Investor Fund) -83.88%
Oct 2008 – Oct 2011
-66.52%
Oct 2008 – Oct 2013
-2.08%
Oct 2008 – Oct 2018
4.80%
Oct 2008 – Oct 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPIXX (UBS Select Prime Investor Fund) 680.37%
Jun 2020 – Jun 2023
194.79%
Jan 2014 – Jan 2019
85.41%
Jan 2013 – Jan 2023
11.68%
Jan 2009 – Jan 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return