Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVRPX (UBS US Dividend Ruler Fund Class P2) | 1.51% | 11.31% | 15.16% | NA | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 05/15/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVRPX (UBS US Dividend Ruler Fund Class P2) | 05/15/2023 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.31 | 15.16 | NA | NA | NA | NA | … | … | 1.51 | 17.00 | 21.44 | 10.52 |
| Sharpe Ratio | NA | 1.04 | 1.02 | NA | NA | NA | NA | … | … | 0.20 | 0.86 | 1.56 | 1.31 |
| Standard Deviation(%) | NA | 8.25 | 12.45 | NA | NA | NA | NA | … | … | 4.57 | 16.42 | 11.45 | 10.25 |
| Draw Down(%) | NA | 5.54 | 15.60 | NA | NA | NA | NA | … | … | 2.10 | 15.60 | 5.51 | 10.23 |
| Yield(%) | 0.00 | 7.85 | 6.51 | 4.08 | 2.04 | 1.36 | 1.02 | … | … | 0.00 | 8.39 | 5.95 | 3.70 |
Data as of 06/15/2026, Common starting date is 05/15/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVRPX (UBS US Dividend Ruler Fund Class P2) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVRPX (UBS US Dividend Ruler Fund Class P2) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart