UBS Asset Management

Statistics as of Jan 02, 2025

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Found total of 34 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
5.1%
3yr Sharpe
-0.11
YTD Return
0.0%
3yr Return
12.2%
1yr Return
5.2%
Total Assets
$42B
6M Money Flow
$2B
Money Market-Taxable
Expense Ratio
0.18%
TTM Yield
5.0%
3yr Sharpe
-0.18
YTD Return
0.0%
3yr Return
12.1%
1yr Return
5.1%
Total Assets
$42B
6M Money Flow
$2B
Money Market-Taxable
Expense Ratio
0.14%
TTM Yield
5.1%
3yr Sharpe
-0.05
YTD Return
0.0%
3yr Return
12.3%
1yr Return
5.2%
Total Assets
$16B
6M Money Flow
$826M
Prime Money Market
Expense Ratio
0.14%
TTM Yield
5.2%
3yr Sharpe
0.19
YTD Return
0.0%
3yr Return
12.7%
1yr Return
5.3%
Total Assets
$11B
6M Money Flow
$2B
Money Market-Taxable
Expense Ratio
0.18%
TTM Yield
5.1%
3yr Sharpe
-0.13
YTD Return
0.0%
3yr Return
12.2%
1yr Return
5.1%
Total Assets
$9B
6M Money Flow
$975M
Money Market-Taxable
Expense Ratio
0.18%
TTM Yield
4.0%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
-
1yr Return
-
Total Assets
$6B
6M Money Flow
$5B
Money Market-Taxable
Expense Ratio
0.14%
TTM Yield
4.0%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
-
1yr Return
-
Total Assets
$4B
6M Money Flow
$2B
Prime Money Market
Expense Ratio
0.15%
TTM Yield
5.1%
3yr Sharpe
-0.34
YTD Return
0.0%
3yr Return
11.8%
1yr Return
5.2%
Total Assets
$3B
6M Money Flow
$74M
Money Market-Taxable
Expense Ratio
0.68%
TTM Yield
4.5%
3yr Sharpe
-1.06
YTD Return
0.0%
3yr Return
10.7%
1yr Return
4.6%
Total Assets
$984M
6M Money Flow
$121M
Large Growth
Expense Ratio
0.88%
TTM Yield
0.0%
3yr Sharpe
0.20
YTD Return
0.1%
3yr Return
25.0%
1yr Return
30.1%
Total Assets
$802M
6M Money Flow
-$87M
Large Value
Expense Ratio
0.89%
TTM Yield
1.9%
3yr Sharpe
0.26
YTD Return
-0.2%
3yr Return
24.5%
1yr Return
13.1%
Total Assets
$758M
6M Money Flow
-$69M
Foreign Large Blend
Expense Ratio
1.45%
TTM Yield
2.4%
3yr Sharpe
-0.05
YTD Return
-0.1%
3yr Return
9.6%
1yr Return
7.0%
Total Assets
$656M
6M Money Flow
-$61M
Intermediate Core-Plus Bond
Expense Ratio
0.84%
TTM Yield
5.7%
3yr Sharpe
-0.70
YTD Return
0.1%
3yr Return
-3.5%
1yr Return
4.2%
Total Assets
$422M
6M Money Flow
-$29M
Diversified Emerging Mkts
Expense Ratio
1.20%
TTM Yield
1.2%
3yr Sharpe
-0.36
YTD Return
-0.3%
3yr Return
-7.2%
1yr Return
5.0%
Total Assets
$388M
6M Money Flow
-$692K
Diversified Emerging Mkts
Expense Ratio
0.25%
TTM Yield
3.4%
3yr Sharpe
-0.57
YTD Return
-0.4%
3yr Return
-17.0%
1yr Return
3.2%
Total Assets
$377M
6M Money Flow
-$64M
Ultrashort Bond
Expense Ratio
0.25%
TTM Yield
5.2%
3yr Sharpe
-0.34
YTD Return
0.0%
3yr Return
11.4%
1yr Return
5.4%
Total Assets
$350M
6M Money Flow
-$43M
Multistrategy
Expense Ratio
2.33%
TTM Yield
4.9%
3yr Sharpe
0.04
YTD Return
0.1%
3yr Return
13.0%
1yr Return
7.3%
Total Assets
$326M
6M Money Flow
-$28M
Large Growth
Expense Ratio
0.50%
TTM Yield
0.4%
3yr Sharpe
0.24
YTD Return
0.0%
3yr Return
26.2%
1yr Return
26.8%
Total Assets
$320M
6M Money Flow
$11M
Small Value
Expense Ratio
1.04%
TTM Yield
1.1%
3yr Sharpe
-0.15
YTD Return
-0.6%
3yr Return
3.2%
1yr Return
6.2%
Total Assets
$274M
6M Money Flow
-$30M
Small Growth
Expense Ratio
1.08%
TTM Yield
0.0%
3yr Sharpe
-0.28
YTD Return
-0.1%
3yr Return
-4.7%
1yr Return
13.4%
Total Assets
$270M
6M Money Flow
-$20M
Large Value
Expense Ratio
0.50%
TTM Yield
1.5%
3yr Sharpe
0.34
YTD Return
-0.1%
3yr Return
27.7%
1yr Return
21.0%
Total Assets
$228M
6M Money Flow
$11M
Moderate Allocation
Expense Ratio
1.03%
TTM Yield
1.7%
3yr Sharpe
-0.05
YTD Return
-0.1%
3yr Return
10.5%
1yr Return
14.3%
Total Assets
$221M
6M Money Flow
-$16M
Intermediate Core-Plus Bond
Expense Ratio
0.61%
TTM Yield
6.0%
3yr Sharpe
-0.68
YTD Return
0.0%
3yr Return
-3.0%
1yr Return
4.3%
Total Assets
$199M
6M Money Flow
-$11M
High Yield Bond
Expense Ratio
0.88%
TTM Yield
6.3%
3yr Sharpe
-0.18
YTD Return
0.1%
3yr Return
8.1%
1yr Return
8.6%
Total Assets
$178M
6M Money Flow
-$18M
Intermediate Core Bond
Expense Ratio
1.83%
TTM Yield
5.4%
3yr Sharpe
-0.78
YTD Return
0.0%
3yr Return
-8.1%
1yr Return
1.5%
Total Assets
$174M
6M Money Flow
-$13M
Global Bond
Expense Ratio
0.84%
TTM Yield
3.7%
3yr Sharpe
-0.96
YTD Return
-0.3%
3yr Return
-13.9%
1yr Return
-1.4%
Total Assets
$171M
6M Money Flow
-$13M
Muni National Interm
Expense Ratio
0.57%
TTM Yield
2.6%
3yr Sharpe
-0.79
YTD Return
0.1%
3yr Return
-1.3%
1yr Return
0.9%
Total Assets
$169M
6M Money Flow
-$19M
Foreign Large Blend
Expense Ratio
1.00%
TTM Yield
1.6%
3yr Sharpe
-0.13
YTD Return
-0.4%
3yr Return
5.3%
1yr Return
7.2%
Total Assets
$151M
6M Money Flow
-$8M
Global Allocation
Expense Ratio
1.42%
TTM Yield
1.8%
3yr Sharpe
-0.42
YTD Return
-0.2%
3yr Return
-1.9%
1yr Return
8.8%
Total Assets
$147M
6M Money Flow
-$12M
Small Growth
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-0.31
YTD Return
0.5%
3yr Return
-8.4%
1yr Return
13.5%
Total Assets
$131M
6M Money Flow
-$8M
Global Bond-USD Hedged
Expense Ratio
0.15%
TTM Yield
3.0%
3yr Sharpe
-0.94
YTD Return
0.1%
3yr Return
-4.4%
1yr Return
2.1%
Total Assets
$60M
6M Money Flow
-$21M
Global Real Estate
Expense Ratio
1.20%
TTM Yield
2.0%
3yr Sharpe
-0.59
YTD Return
-0.5%
3yr Return
-22.3%
1yr Return
-3.7%
Total Assets
$56M
6M Money Flow
-$4M
Global Large-Stock Blend
Expense Ratio
0.25%
TTM Yield
1.2%
3yr Sharpe
-0.21
YTD Return
-0.2%
3yr Return
1.4%
1yr Return
11.8%
Total Assets
$51M
6M Money Flow
-$4M
Multisector Bond
Expense Ratio
0.65%
TTM Yield
4.5%
3yr Sharpe
-0.82
YTD Return
0.1%
3yr Return
-4.2%
1yr Return
2.3%
Total Assets
$28M
6M Money Flow
$7M