UBS

Statistics as of May 01, 2025

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Found total of 21 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 Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.45%
TTM Yield
0.0%
3yr Sharpe
0.46
YTD Return
-1.8%
3yr Return
44.4%
1yr Return
12.5%
Total Assets
$79M
6M Money Flow
0
Commodities Broad Basket
Expense Ratio
0.55%
TTM Yield
0.0%
3yr Sharpe
-0.43
YTD Return
-3.0%
3yr Return
-5.1%
1yr Return
-6.9%
Total Assets
$24M
6M Money Flow
0
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
0.36
YTD Return
-11.4%
3yr Return
56.1%
1yr Return
11.2%
Total Assets
$13M
6M Money Flow
0
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
0.32
YTD Return
6.2%
3yr Return
37.4%
1yr Return
25.9%
Total Assets
$12M
6M Money Flow
0
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
0.34
YTD Return
-21.9%
3yr Return
65.9%
1yr Return
15.4%
Total Assets
$11M
6M Money Flow
0
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
0.06
YTD Return
-4.3%
3yr Return
19.5%
1yr Return
9.4%
Total Assets
$11M
6M Money Flow
0
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
-0.13
YTD Return
-11.8%
3yr Return
1.2%
1yr Return
0.3%
Total Assets
$10M
6M Money Flow
0
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
0.44
YTD Return
0.3%
3yr Return
71.2%
1yr Return
28.9%
Total Assets
$9M
6M Money Flow
0
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
-0.21
YTD Return
-27.0%
3yr Return
-10.9%
1yr Return
-10.2%
Total Assets
$5M
6M Money Flow
0
Muni National Interm
Expense Ratio
0.00%
TTM Yield
3.1%
3yr Sharpe
-0.47
YTD Return
-0.6%
3yr Return
6.9%
1yr Return
1.6%
Total Assets
$264M
6M Money Flow
-$117M
Muni Single State Short
Expense Ratio
1.00%
TTM Yield
3.9%
3yr Sharpe
-
YTD Return
1.1%
3yr Return
-
1yr Return
3.9%
Total Assets
$55M
6M Money Flow
-$11M
Energy Limited Partnership
Expense Ratio
0.80%
TTM Yield
6.2%
3yr Sharpe
0.85
YTD Return
1.8%
3yr Return
72.5%
1yr Return
12.8%
Total Assets
$48M
6M Money Flow
-$28M
Energy Limited Partnership
Expense Ratio
0.85%
TTM Yield
6.3%
3yr Sharpe
0.84
YTD Return
1.9%
3yr Return
71.8%
1yr Return
14.1%
Total Assets
$204M
6M Money Flow
-$62M
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
9.9%
3yr Sharpe
0.16
YTD Return
16.3%
3yr Return
29.7%
1yr Return
46.2%
Total Assets
$9M
6M Money Flow
-$486K
Financial
Expense Ratio
0.85%
TTM Yield
10.5%
3yr Sharpe
0.14
YTD Return
-7.0%
3yr Return
19.9%
1yr Return
-2.8%
Total Assets
$18M
6M Money Flow
-$966K
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
10.8%
3yr Sharpe
0.83
YTD Return
0.9%
3yr Return
105.0%
1yr Return
15.1%
Total Assets
$17M
6M Money Flow
-$940K
Trading--Miscellaneous
Expense Ratio
0.85%
TTM Yield
13.6%
3yr Sharpe
-0.31
YTD Return
-6.3%
3yr Return
-10.7%
1yr Return
-2.1%
Total Assets
$8M
6M Money Flow
-$592K
Trading--Miscellaneous
Expense Ratio
0.00%
TTM Yield
16.0%
3yr Sharpe
-0.05
YTD Return
-2.1%
3yr Return
11.8%
1yr Return
12.8%
Total Assets
$9M
6M Money Flow
-$748K
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
19.0%
3yr Sharpe
0.04
YTD Return
-12.4%
3yr Return
14.5%
1yr Return
-8.2%
Total Assets
$10M
6M Money Flow
-$982K
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
21.0%
3yr Sharpe
-0.30
YTD Return
-1.8%
3yr Return
-23.0%
1yr Return
4.2%
Total Assets
$21M
6M Money Flow
-$2M
Trading--Leveraged Equity
Expense Ratio
0.85%
TTM Yield
26.9%
3yr Sharpe
-0.26
YTD Return
-14.4%
3yr Return
-24.6%
1yr Return
-18.7%
Total Assets
$23M
6M Money Flow
-$3M