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
STRXX (UBS Select Treasury Investor Fund) NA 0.00% 670.22% 19.03% 85.51% 50.97% NA
Data as of 02/29/2024, Common starting date is 09/23/2008
More Performance Analytics Comparison
Name Start Date End Date
STRXX (UBS Select Treasury Investor Fund) 09/23/2008 02/29/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 0.00 670.22 19.03 85.51 50.97 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 68.00 0.20 17.78 11.43 0.10
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
STRXX (UBS Select Treasury Investor Fund) -82.64%
Mar 2019 – Mar 2022
-50.00%
Oct 2008 – Oct 2013
0.55%
Mar 2010 – Mar 2020
19.81%
Oct 2008 – Oct 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STRXX (UBS Select Treasury Investor Fund) 669.55%
Mar 2020 – Mar 2023
190.38%
Mar 2014 – Mar 2019
85.45%
Jan 2013 – Jan 2023
50.95%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return