UBS Asset Management

Statistics as of Nov 01, 2024

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Found total of 35 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.
Money Market-Taxable
Expense Ratio
0.14%
TTM Yield
5.2%
3yr Sharpe
-0.13
YTD Return
4.4%
3yr Return
11.4%
1yr Return
5.3%
Total Assets
$42B
6M Money Flow
$3B
Money Market-Taxable
Expense Ratio
0.18%
TTM Yield
5.2%
3yr Sharpe
-0.19
YTD Return
4.4%
3yr Return
11.3%
1yr Return
5.3%
Total Assets
$42B
6M Money Flow
$3B
Money Market-Taxable
Expense Ratio
0.14%
TTM Yield
5.2%
3yr Sharpe
-0.07
YTD Return
4.4%
3yr Return
11.5%
1yr Return
5.3%
Total Assets
$17B
6M Money Flow
$3B
Prime Money Market
Expense Ratio
0.14%
TTM Yield
5.3%
3yr Sharpe
0.13
YTD Return
4.5%
3yr Return
11.9%
1yr Return
5.5%
Total Assets
$11B
6M Money Flow
$2B
Money Market-Taxable
Expense Ratio
0.18%
TTM Yield
5.2%
3yr Sharpe
-0.14
YTD Return
4.4%
3yr Return
11.3%
1yr Return
5.3%
Total Assets
$9B
6M Money Flow
$1B
Money Market-Taxable
Expense Ratio
0.18%
TTM Yield
3.2%
3yr Sharpe
-
YTD Return
3.3%
3yr Return
-
1yr Return
-
Total Assets
$5B
6M Money Flow
$4B
Money Market-Taxable
Expense Ratio
0.14%
TTM Yield
3.3%
3yr Sharpe
-
YTD Return
3.3%
3yr Return
-
1yr Return
-
Total Assets
$3B
6M Money Flow
$3B
Prime Money Market
Expense Ratio
0.15%
TTM Yield
5.2%
3yr Sharpe
-0.34
YTD Return
4.4%
3yr Return
11.0%
1yr Return
5.3%
Total Assets
$3B
6M Money Flow
-$100M
Money Market-Tax-Free
Expense Ratio
0.14%
TTM Yield
3.2%
3yr Sharpe
-4.15
YTD Return
2.7%
3yr Return
6.9%
1yr Return
3.2%
Total Assets
$912M
6M Money Flow
-$250M
Money Market-Taxable
Expense Ratio
0.68%
TTM Yield
4.7%
3yr Sharpe
-0.94
YTD Return
3.9%
3yr Return
10.0%
1yr Return
4.8%
Total Assets
$884M
6M Money Flow
$23M
Large Growth
Expense Ratio
0.88%
TTM Yield
0.0%
3yr Sharpe
0.13
YTD Return
22.7%
3yr Return
20.9%
1yr Return
39.5%
Total Assets
$803M
6M Money Flow
-$74M
Large Value
Expense Ratio
0.90%
TTM Yield
1.8%
3yr Sharpe
0.33
YTD Return
14.3%
3yr Return
26.3%
1yr Return
27.4%
Total Assets
$786M
6M Money Flow
-$66M
Foreign Large Blend
Expense Ratio
1.45%
TTM Yield
3.4%
3yr Sharpe
0.02
YTD Return
9.0%
3yr Return
11.2%
1yr Return
23.0%
Total Assets
$696M
6M Money Flow
-$59M
Intermediate Core-Plus Bond
Expense Ratio
0.84%
TTM Yield
5.5%
3yr Sharpe
-0.65
YTD Return
3.6%
3yr Return
-3.5%
1yr Return
12.0%
Total Assets
$433M
6M Money Flow
-$27M
Diversified Emerging Mkts
Expense Ratio
0.25%
TTM Yield
3.0%
3yr Sharpe
-0.55
YTD Return
7.4%
3yr Return
-16.3%
1yr Return
19.4%
Total Assets
$428M
6M Money Flow
-$77M
Diversified Emerging Mkts
Expense Ratio
1.20%
TTM Yield
1.3%
3yr Sharpe
-0.33
YTD Return
9.0%
3yr Return
-6.0%
1yr Return
21.3%
Total Assets
$403M
6M Money Flow
-$5M
Ultrashort Bond
Expense Ratio
0.25%
TTM Yield
5.2%
3yr Sharpe
-0.38
YTD Return
4.6%
3yr Return
10.4%
1yr Return
5.7%
Total Assets
$366M
6M Money Flow
-$42M
Multistrategy
Expense Ratio
2.19%
TTM Yield
3.6%
3yr Sharpe
0.11
YTD Return
5.9%
3yr Return
12.9%
1yr Return
11.1%
Total Assets
$336M
6M Money Flow
-$22M
Large Growth
Expense Ratio
0.51%
TTM Yield
0.3%
3yr Sharpe
0.21
YTD Return
19.9%
3yr Return
25.8%
1yr Return
36.0%
Total Assets
$303M
6M Money Flow
$9M
Small Value
Expense Ratio
1.04%
TTM Yield
0.6%
3yr Sharpe
-0.08
YTD Return
6.8%
3yr Return
5.0%
1yr Return
25.0%
Total Assets
$290M
6M Money Flow
-$22M
Small Growth
Expense Ratio
1.08%
TTM Yield
0.0%
3yr Sharpe
-0.42
YTD Return
7.4%
3yr Return
-14.3%
1yr Return
29.2%
Total Assets
$267M
6M Money Flow
-$17M
Moderate Allocation
Expense Ratio
1.01%
TTM Yield
1.2%
3yr Sharpe
-0.02
YTD Return
12.2%
3yr Return
10.5%
1yr Return
25.4%
Total Assets
$227M
6M Money Flow
-$10M
Large Value
Expense Ratio
0.51%
TTM Yield
1.8%
3yr Sharpe
0.40
YTD Return
19.4%
3yr Return
30.9%
1yr Return
32.8%
Total Assets
$222M
6M Money Flow
$9M
Intermediate Core Bond
Expense Ratio
0.61%
TTM Yield
6.0%
3yr Sharpe
-0.63
YTD Return
3.7%
3yr Return
-3.1%
1yr Return
12.3%
Total Assets
$202M
6M Money Flow
-$12M
High Yield Bond
Expense Ratio
0.88%
TTM Yield
6.3%
3yr Sharpe
-0.16
YTD Return
7.4%
3yr Return
7.9%
1yr Return
15.4%
Total Assets
$184M
6M Money Flow
-$15M
Global Bond
Expense Ratio
0.84%
TTM Yield
3.6%
3yr Sharpe
-0.88
YTD Return
-0.4%
3yr Return
-12.7%
1yr Return
8.9%
Total Assets
$178M
6M Money Flow
-$11M
Muni National Interm
Expense Ratio
0.57%
TTM Yield
2.6%
3yr Sharpe
-0.73
YTD Return
0.5%
3yr Return
-1.0%
1yr Return
7.6%
Total Assets
$178M
6M Money Flow
-$15M
Intermediate Core Bond
Expense Ratio
1.83%
TTM Yield
5.3%
3yr Sharpe
-0.75
YTD Return
0.9%
3yr Return
-8.6%
1yr Return
9.5%
Total Assets
$177M
6M Money Flow
-$14M
Foreign Large Blend
Expense Ratio
1.00%
TTM Yield
0.8%
3yr Sharpe
-0.16
YTD Return
8.0%
3yr Return
3.0%
1yr Return
20.0%
Total Assets
$157M
6M Money Flow
-$15M
Global Allocation
Expense Ratio
1.42%
TTM Yield
2.0%
3yr Sharpe
-0.40
YTD Return
7.3%
3yr Return
-2.5%
1yr Return
18.6%
Total Assets
$150M
6M Money Flow
-$12M
Small Growth
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-0.33
YTD Return
12.4%
3yr Return
-13.5%
1yr Return
39.3%
Total Assets
$131M
6M Money Flow
-$11M
Global Bond-USD Hedged
Expense Ratio
0.15%
TTM Yield
2.9%
3yr Sharpe
-0.86
YTD Return
2.0%
3yr Return
-4.2%
1yr Return
7.0%
Total Assets
$69M
6M Money Flow
-$15M
Global Real Estate
Expense Ratio
1.20%
TTM Yield
1.5%
3yr Sharpe
-0.39
YTD Return
2.2%
3yr Return
-13.0%
1yr Return
24.2%
Total Assets
$60M
6M Money Flow
-$4M
Global Large-Stock Blend
Expense Ratio
0.28%
TTM Yield
1.4%
3yr Sharpe
-0.19
YTD Return
10.7%
3yr Return
0.9%
1yr Return
27.1%
Total Assets
$52M
6M Money Flow
-$3M
Multisector Bond
Expense Ratio
0.73%
TTM Yield
4.3%
3yr Sharpe
-0.78
YTD Return
1.5%
3yr Return
-4.6%
1yr Return
9.1%
Total Assets
$24M
6M Money Flow
$3M