UBS Asset Management

Statistics as of May 27, 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
0.00%
TTM Yield
0.0%
3yr Sharpe
0.49
YTD Return
-0.9%
3yr Return
53.8%
1yr Return
9.6%
Total Assets
$737M
6M Money Flow
-$84M
Large Growth
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
0.51
YTD Return
0.2%
3yr Return
56.0%
1yr Return
12.0%
Total Assets
$315M
6M Money Flow
-$1M
Large Value
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
0.39
YTD Return
5.2%
3yr Return
33.3%
1yr Return
11.9%
Total Assets
$741M
6M Money Flow
-$72M
Large Value
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
0.47
YTD Return
2.7%
3yr Return
41.5%
1yr Return
16.1%
Total Assets
$255M
6M Money Flow
$22M
Small Growth
Expense Ratio
0.00%
TTM Yield
-
3yr Sharpe
-
YTD Return
-
3yr Return
-
1yr Return
-
Total Assets
$279M
6M Money Flow
-$18M
Small Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.12
YTD Return
-6.9%
3yr Return
14.9%
1yr Return
1.6%
Total Assets
$240M
6M Money Flow
-$18M
Small Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.26
YTD Return
-14.4%
3yr Return
2.1%
1yr Return
-11.5%
Total Assets
$99M
6M Money Flow
-$8M
Small Value
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
-0.22
YTD Return
-7.4%
3yr Return
3.5%
1yr Return
-3.8%
Total Assets
$242M
6M Money Flow
-$25M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
0.49
YTD Return
18.4%
3yr Return
43.2%
1yr Return
16.2%
Total Assets
$729M
6M Money Flow
-$59M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
0.28
YTD Return
12.8%
3yr Return
32.9%
1yr Return
12.7%
Total Assets
$161M
6M Money Flow
-$12M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
-0.01
YTD Return
10.5%
3yr Return
20.7%
1yr Return
8.6%
Total Assets
$434M
6M Money Flow
$9M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
-0.10
YTD Return
11.9%
3yr Return
15.2%
1yr Return
7.3%
Total Assets
$387M
6M Money Flow
-$64M
Global Large-Stock Blend
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
0.17
YTD Return
7.0%
3yr Return
29.7%
1yr Return
10.9%
Total Assets
$51M
6M Money Flow
-$4M
Global Real Estate
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
-0.46
YTD Return
1.5%
3yr Return
-7.5%
1yr Return
5.0%
Total Assets
$54M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.7%
3yr Sharpe
0.14
YTD Return
-1.2%
3yr Return
22.2%
1yr Return
6.6%
Total Assets
$209M
6M Money Flow
-$18M
Multistrategy
Expense Ratio
0.00%
TTM Yield
4.7%
3yr Sharpe
0.18
YTD Return
2.6%
3yr Return
16.8%
1yr Return
5.1%
Total Assets
$278M
6M Money Flow
-$64M
Ultrashort Bond
Expense Ratio
0.00%
TTM Yield
5.0%
3yr Sharpe
-0.12
YTD Return
1.8%
3yr Return
13.9%
1yr Return
5.1%
Total Assets
$311M
6M Money Flow
-$55M
High Yield Bond
Expense Ratio
0.00%
TTM Yield
6.2%
3yr Sharpe
0.18
YTD Return
2.2%
3yr Return
20.5%
1yr Return
8.1%
Total Assets
$171M
6M Money Flow
-$16M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
5.3%
3yr Sharpe
-0.34
YTD Return
1.9%
3yr Return
1.6%
1yr Return
5.1%
Total Assets
$169M
6M Money Flow
-$10M
Intermediate Core-Plus Bond
Expense Ratio
0.00%
TTM Yield
5.5%
3yr Sharpe
-0.17
YTD Return
2.2%
3yr Return
8.8%
1yr Return
6.4%
Total Assets
$416M
6M Money Flow
-$23M
Intermediate Core-Plus Bond
Expense Ratio
0.00%
TTM Yield
5.9%
3yr Sharpe
-0.15
YTD Return
2.0%
3yr Return
8.7%
1yr Return
6.1%
Total Assets
$198M
6M Money Flow
-$6M
Multisector Bond
Expense Ratio
0.00%
TTM Yield
4.6%
3yr Sharpe
-
YTD Return
1.2%
3yr Return
7.1%
1yr Return
4.4%
Total Assets
$39M
6M Money Flow
$11M
Global Bond
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
-0.45
YTD Return
4.2%
3yr Return
-0.4%
1yr Return
5.5%
Total Assets
$170M
6M Money Flow
-$11M
Global Bond-USD Hedged
Expense Ratio
0.00%
TTM Yield
3.2%
3yr Sharpe
-0.38
YTD Return
3.1%
3yr Return
4.9%
1yr Return
6.3%
Total Assets
$73M
6M Money Flow
$3M
Muni National Interm
Expense Ratio
0.00%
TTM Yield
2.7%
3yr Sharpe
-0.44
YTD Return
-0.4%
3yr Return
5.7%
1yr Return
1.9%
Total Assets
$158M
6M Money Flow
-$19M
Global Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
-0.09
YTD Return
2.3%
3yr Return
12.4%
1yr Return
5.5%
Total Assets
$143M
6M Money Flow
-$11M