Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBS (UBS Group AG) | 3.63% | 48.85% | 37.14% | 27.82% | 18.30% | 11.22% | 2.92% | … | … |
Data as of 06/10/2026, Common starting date is 05/17/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBS (UBS Group AG) | 05/17/2000 | 06/10/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.16 | 48.85 | 37.14 | 27.82 | 18.30 | 11.22 | 2.92 | … | … | 3.63 | 60.21 | 2.03 | 69.85 | 7.40 | 29.43 | 29.12 | 7.15 | -26.97 | 21.49 | -12.58 | 18.06 | -10.21 | 23.40 | 34.21 | -28.17 | 6.19 | 8.46 | -68.94 | -21.50 | 29.61 | 15.77 | 25.54 | 45.68 | -1.16 | -8.10 | 24.65 |
| Sharpe Ratio | NA | 1.71 | 1.28 | 0.83 | 0.53 | NA | NA | … | … | 0.26 | 1.93 | -0.06 | 2.19 | 0.15 | 1.32 | 0.58 | 0.28 | -1.27 | 1.13 | -0.35 | 0.80 | -0.23 | 0.92 | 0.96 | -0.56 | 0.17 | 0.12 | -0.72 | -0.90 | 1.20 | 0.89 | 1.39 | 1.68 | -0.06 | -0.36 | 1.33 |
| Standard Deviation(%) | NA | 25.87 | 27.17 | 30.26 | 30.55 | NA | NA | … | … | 29.21 | 29.86 | 25.03 | 30.59 | 39.03 | 22.36 | 49.29 | 20.64 | 22.37 | 18.55 | 36.43 | 22.59 | 43.65 | 25.35 | 35.75 | 50.07 | 36.80 | 71.90 | 97.13 | 27.58 | 21.98 | 15.24 | 17.63 | 26.70 | 37.06 | 29.43 | 28.62 |
| Draw Down(%) | NA | 26.07 | 27.00 | 32.48 | 58.16 | NA | NA | … | … | 26.07 | 27.00 | 14.71 | 17.87 | 32.48 | 11.99 | 42.99 | 21.28 | 38.67 | 11.94 | 31.77 | 20.96 | 27.09 | 16.41 | 31.93 | 47.20 | 29.92 | 51.86 | 81.67 | 33.97 | 20.07 | 11.94 | 16.57 | 26.73 | 31.77 | 31.79 | 20.57 |
| Yield(%) | 0.00 | 3.41 | 5.75 | 5.63 | 6.26 | 4.25 | 1.30 | … | … | 2.33 | 4.47 | 3.45 | 2.90 | 2.76 | 2.59 | 11.31 | 5.49 | 7.03 | 3.67 | 6.36 | 4.66 | 1.52 | 0.98 | 0.87 | 0.00 | 0.00 | 0.00 | 0.00 | 2.97 | 2.55 | 1.96 | 1.92 | 2.95 | 2.69 | 0.09 | 0.33 |
Data as of 06/10/2026, Common starting date is 05/17/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBS (UBS Group AG) |
-43.63%
Feb 2006 – Feb 2009 |
-29.37%
May 2007 – May 2012 |
-12.15%
Sep 2006 – Sep 2016 |
-7.27%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBS (UBS Group AG) |
46.79%
Sep 2022 – Sep 2025 |
34.73%
Sep 2020 – Sep 2025 |
17.54%
May 2016 – May 2026 |
12.10%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart