UBS

Statistics as of May 27, 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 Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.46
YTD Return
6.8%
3yr Return
52.7%
1yr Return
15.9%
Total Assets
$86M
6M Money Flow
0
Financial
Expense Ratio
0.00%
TTM Yield
9.9%
3yr Sharpe
0.14
YTD Return
-1.1%
3yr Return
30.6%
1yr Return
2.4%
Total Assets
$19M
6M Money Flow
-$966K
Energy Limited Partnership
Expense Ratio
0.00%
TTM Yield
6.1%
3yr Sharpe
0.84
YTD Return
5.8%
3yr Return
65.5%
1yr Return
17.2%
Total Assets
$212M
6M Money Flow
-$62M
Energy Limited Partnership
Expense Ratio
0.00%
TTM Yield
6.0%
3yr Sharpe
0.85
YTD Return
5.8%
3yr Return
65.4%
1yr Return
16.4%
Total Assets
$50M
6M Money Flow
-$28M
Commodities Broad Basket
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.43
YTD Return
0.4%
3yr Return
-3.9%
1yr Return
-4.0%
Total Assets
$25M
6M Money Flow
0
Muni National Interm
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
-0.47
YTD Return
-0.6%
3yr Return
5.4%
1yr Return
1.7%
Total Assets
$322M
6M Money Flow
-$117M
Muni Single State Short
Expense Ratio
0.00%
TTM Yield
3.8%
3yr Sharpe
-
YTD Return
1.3%
3yr Return
-
1yr Return
3.8%
Total Assets
$54M
6M Money Flow
-$8M
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
25.0%
3yr Sharpe
-0.26
YTD Return
-12.3%
3yr Return
-30.1%
1yr Return
-15.2%
Total Assets
$23M
6M Money Flow
-$3M
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
21.3%
3yr Sharpe
-0.30
YTD Return
-2.7%
3yr Return
-27.4%
1yr Return
2.3%
Total Assets
$21M
6M Money Flow
-$2M
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
10.2%
3yr Sharpe
0.83
YTD Return
6.8%
3yr Return
94.1%
1yr Return
20.8%
Total Assets
$18M
6M Money Flow
-$940K
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.36
YTD Return
-5.0%
3yr Return
65.6%
1yr Return
5.3%
Total Assets
$14M
6M Money Flow
0
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.34
YTD Return
-11.7%
3yr Return
96.1%
1yr Return
12.5%
Total Assets
$13M
6M Money Flow
0
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.32
YTD Return
7.1%
3yr Return
36.1%
1yr Return
22.0%
Total Assets
$12M
6M Money Flow
0
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.06
YTD Return
0.8%
3yr Return
19.1%
1yr Return
10.4%
Total Assets
$12M
6M Money Flow
0
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
17.4%
3yr Sharpe
0.04
YTD Return
-4.2%
3yr Return
30.0%
1yr Return
-0.7%
Total Assets
$11M
6M Money Flow
-$982K
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.13
YTD Return
-10.2%
3yr Return
-6.1%
1yr Return
1.3%
Total Assets
$10M
6M Money Flow
0
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.44
YTD Return
12.4%
3yr Return
87.2%
1yr Return
22.4%
Total Assets
$10M
6M Money Flow
0
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
10.1%
3yr Sharpe
0.16
YTD Return
16.1%
3yr Return
14.9%
1yr Return
44.2%
Total Assets
$9M
6M Money Flow
-$486K
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.21
YTD Return
-19.3%
3yr Return
-4.3%
1yr Return
-8.8%
Total Assets
$5M
6M Money Flow
0
Trading--Miscellaneous
Expense Ratio
0.00%
TTM Yield
15.8%
3yr Sharpe
-0.05
YTD Return
0.6%
3yr Return
15.2%
1yr Return
10.9%
Total Assets
$9M
6M Money Flow
-$748K
Trading--Miscellaneous
Expense Ratio
0.00%
TTM Yield
14.2%
3yr Sharpe
-0.31
YTD Return
-6.6%
3yr Return
-17.4%
1yr Return
-5.8%
Total Assets
$8M
6M Money Flow
-$592K