UBS

Statistics as of Apr 02, 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.
Name ▼Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
0.16
YTD Return
11.0%
3yr Return
26.1%
1yr Return
23.4%
Total Assets
$13M
6M Money Flow
-$14M
Commodities Broad Basket
Expense Ratio
0.55%
TTM Yield
0.0%
3yr Sharpe
-0.24
YTD Return
5.8%
3yr Return
5.4%
1yr Return
6.7%
Total Assets
$26M
6M Money Flow
-$4M
Muni National Interm
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
-0.61
YTD Return
-0.3%
3yr Return
4.7%
1yr Return
1.7%
Total Assets
$314M
6M Money Flow
-$95M
Trading--Leveraged Equity
Expense Ratio
0.85%
TTM Yield
23.2%
3yr Sharpe
-0.30
YTD Return
-3.3%
3yr Return
-29.6%
1yr Return
-10.7%
Total Assets
$27M
6M Money Flow
-$3M
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
-0.04
YTD Return
4.7%
3yr Return
8.6%
1yr Return
10.3%
Total Assets
$12M
6M Money Flow
-$14M
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
0.18
YTD Return
-7.5%
3yr Return
35.4%
1yr Return
6.7%
Total Assets
$13M
6M Money Flow
-$20M
Muni Single State Short
Expense Ratio
1.00%
TTM Yield
3.9%
3yr Sharpe
-
YTD Return
0.8%
3yr Return
-
1yr Return
3.9%
Total Assets
$55M
6M Money Flow
-$11M
Trading--Miscellaneous
Expense Ratio
0.85%
TTM Yield
13.5%
3yr Sharpe
-0.46
YTD Return
-2.0%
3yr Return
-18.9%
1yr Return
-3.3%
Total Assets
$9M
6M Money Flow
-$595K
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
18.9%
3yr Sharpe
-0.35
YTD Return
6.3%
3yr Return
-28.6%
1yr Return
9.1%
Total Assets
$24M
6M Money Flow
-$2M
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
0.06
YTD Return
-0.2%
3yr Return
27.0%
1yr Return
15.1%
Total Assets
$9M
6M Money Flow
-$6M
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
8.4%
3yr Sharpe
1.10
YTD Return
20.5%
3yr Return
141.5%
1yr Return
30.8%
Total Assets
$21M
6M Money Flow
-$27M
Energy Limited Partnership
Expense Ratio
0.85%
TTM Yield
5.4%
3yr Sharpe
1.05
YTD Return
13.3%
3yr Return
88.7%
1yr Return
22.7%
Total Assets
$230M
6M Money Flow
-$63M
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
-0.30
YTD Return
-16.4%
3yr Return
-20.3%
1yr Return
-6.2%
Total Assets
$5M
6M Money Flow
-$2M
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
0.09
YTD Return
-18.4%
3yr Return
30.4%
1yr Return
11.1%
Total Assets
$12M
6M Money Flow
-$15M
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
0.00
YTD Return
4.1%
3yr Return
13.8%
1yr Return
10.6%
Total Assets
$12M
6M Money Flow
-$14M
Large Blend
Expense Ratio
0.45%
TTM Yield
0.0%
3yr Sharpe
0.26
YTD Return
-1.0%
3yr Return
33.9%
1yr Return
8.3%
Total Assets
$79M
6M Money Flow
0
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
8.9%
3yr Sharpe
0.19
YTD Return
22.4%
3yr Return
31.6%
1yr Return
45.5%
Total Assets
$10M
6M Money Flow
-$442K
Trading--Miscellaneous
Expense Ratio
0.00%
TTM Yield
15.1%
3yr Sharpe
-0.15
YTD Return
0.4%
3yr Return
4.3%
1yr Return
11.7%
Total Assets
$9M
6M Money Flow
-$5M
Financial
Expense Ratio
0.85%
TTM Yield
8.7%
3yr Sharpe
0.20
YTD Return
1.3%
3yr Return
23.7%
1yr Return
9.1%
Total Assets
$21M
6M Money Flow
-$827K
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
14.6%
3yr Sharpe
0.11
YTD Return
1.1%
3yr Return
20.5%
1yr Return
10.5%
Total Assets
$13M
6M Money Flow
-$7M
Energy Limited Partnership
Expense Ratio
0.80%
TTM Yield
5.5%
3yr Sharpe
1.07
YTD Return
14.2%
3yr Return
91.5%
1yr Return
22.5%
Total Assets
$54M
6M Money Flow
-$42M