UBS Asset Management

Statistics as of May 01, 2025

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Found total of 26 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow ▲
Large Growth
Expense Ratio
0.88%
TTM Yield
0.0%
3yr Sharpe
0.49
YTD Return
-5.8%
3yr Return
46.4%
1yr Return
11.1%
Total Assets
$710M
6M Money Flow
-$84M
Large Value
Expense Ratio
0.89%
TTM Yield
1.9%
3yr Sharpe
0.39
YTD Return
1.5%
3yr Return
33.1%
1yr Return
10.9%
Total Assets
$722M
6M Money Flow
-$72M
Diversified Emerging Mkts
Expense Ratio
0.25%
TTM Yield
3.2%
3yr Sharpe
-0.10
YTD Return
7.5%
3yr Return
9.2%
1yr Return
8.2%
Total Assets
$371M
6M Money Flow
-$64M
Multistrategy
Expense Ratio
2.33%
TTM Yield
4.8%
3yr Sharpe
0.18
YTD Return
1.5%
3yr Return
16.2%
1yr Return
5.2%
Total Assets
$279M
6M Money Flow
-$64M
Foreign Large Blend
Expense Ratio
1.45%
TTM Yield
2.1%
3yr Sharpe
0.49
YTD Return
13.4%
3yr Return
40.4%
1yr Return
16.8%
Total Assets
$705M
6M Money Flow
-$59M
Ultrashort Bond
Expense Ratio
0.25%
TTM Yield
5.0%
3yr Sharpe
-0.13
YTD Return
1.5%
3yr Return
13.6%
1yr Return
5.2%
Total Assets
$317M
6M Money Flow
-$55M
Small Value
Expense Ratio
1.04%
TTM Yield
1.2%
3yr Sharpe
-0.22
YTD Return
-11.4%
3yr Return
1.5%
1yr Return
-5.2%
Total Assets
$234M
6M Money Flow
-$25M
Intermediate Core-Plus Bond
Expense Ratio
0.84%
TTM Yield
5.4%
3yr Sharpe
-0.17
YTD Return
2.6%
3yr Return
9.9%
1yr Return
8.0%
Total Assets
$421M
6M Money Flow
-$23M
Muni National Interm
Expense Ratio
0.57%
TTM Yield
2.7%
3yr Sharpe
-0.44
YTD Return
-0.4%
3yr Return
6.8%
1yr Return
1.5%
Total Assets
$159M
6M Money Flow
-$19M
Small Growth
Expense Ratio
1.08%
TTM Yield
0.0%
3yr Sharpe
-0.12
YTD Return
-12.2%
3yr Return
6.8%
1yr Return
-0.6%
Total Assets
$228M
6M Money Flow
-$18M
Small Growth
Expense Ratio
1.03%
TTM Yield
-
3yr Sharpe
-
YTD Return
-
3yr Return
-
1yr Return
-
Total Assets
$279M
6M Money Flow
-$18M
Moderate Allocation
Expense Ratio
1.04%
TTM Yield
1.8%
3yr Sharpe
0.14
YTD Return
-3.7%
3yr Return
19.9%
1yr Return
7.9%
Total Assets
$205M
6M Money Flow
-$18M
High Yield Bond
Expense Ratio
0.88%
TTM Yield
6.1%
3yr Sharpe
0.18
YTD Return
0.9%
3yr Return
18.1%
1yr Return
7.8%
Total Assets
$171M
6M Money Flow
-$16M
Foreign Large Blend
Expense Ratio
1.00%
TTM Yield
1.5%
3yr Sharpe
0.28
YTD Return
7.0%
3yr Return
28.0%
1yr Return
11.6%
Total Assets
$154M
6M Money Flow
-$12M
Global Allocation
Expense Ratio
1.42%
TTM Yield
1.8%
3yr Sharpe
-0.09
YTD Return
0.0%
3yr Return
10.8%
1yr Return
7.2%
Total Assets
$141M
6M Money Flow
-$11M
Global Bond
Expense Ratio
0.84%
TTM Yield
2.7%
3yr Sharpe
-0.45
YTD Return
4.8%
3yr Return
0.9%
1yr Return
7.4%
Total Assets
$172M
6M Money Flow
-$11M
Intermediate Core Bond
Expense Ratio
1.83%
TTM Yield
5.2%
3yr Sharpe
-0.34
YTD Return
3.2%
3yr Return
4.6%
1yr Return
7.6%
Total Assets
$173M
6M Money Flow
-$10M
Small Growth
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-0.26
YTD Return
-17.6%
3yr Return
-4.3%
1yr Return
-12.3%
Total Assets
$100M
6M Money Flow
-$8M
Intermediate Core-Plus Bond
Expense Ratio
0.61%
TTM Yield
5.9%
3yr Sharpe
-0.15
YTD Return
2.5%
3yr Return
10.3%
1yr Return
7.7%
Total Assets
$201M
6M Money Flow
-$6M
Global Large-Stock Blend
Expense Ratio
0.25%
TTM Yield
1.1%
3yr Sharpe
0.17
YTD Return
1.0%
3yr Return
23.3%
1yr Return
8.7%
Total Assets
$49M
6M Money Flow
-$4M
Global Real Estate
Expense Ratio
1.20%
TTM Yield
2.0%
3yr Sharpe
-0.46
YTD Return
0.2%
3yr Return
-12.0%
1yr Return
5.7%
Total Assets
$54M
6M Money Flow
-$3M
Large Growth
Expense Ratio
0.50%
TTM Yield
0.5%
3yr Sharpe
0.51
YTD Return
-5.4%
3yr Return
45.9%
1yr Return
12.0%
Total Assets
$298M
6M Money Flow
-$1M
Global Bond-USD Hedged
Expense Ratio
0.15%
TTM Yield
3.1%
3yr Sharpe
-0.38
YTD Return
4.1%
3yr Return
7.1%
1yr Return
8.2%
Total Assets
$74M
6M Money Flow
$3M
Diversified Emerging Mkts
Expense Ratio
1.20%
TTM Yield
1.2%
3yr Sharpe
-0.01
YTD Return
4.6%
3yr Return
13.5%
1yr Return
8.2%
Total Assets
$412M
6M Money Flow
$9M
Multisector Bond
Expense Ratio
0.65%
TTM Yield
4.7%
3yr Sharpe
-0.32
YTD Return
1.3%
3yr Return
7.3%
1yr Return
5.2%
Total Assets
$36M
6M Money Flow
$11M
Large Value
Expense Ratio
0.50%
TTM Yield
1.5%
3yr Sharpe
0.47
YTD Return
-2.5%
3yr Return
37.4%
1yr Return
14.9%
Total Assets
$242M
6M Money Flow
$22M