QGRPX vs. DVRUX

In the year-to-date period, QGRPX achieves a 0.70% return, which is significantly lower than DVRUX's 3.36% return.

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Both QGRPX and DVRUX have an expense ratio of 0.50%.

This table presents a comparison of risk-adjusted performance metrics for UBS US Quality Growth At Reasonable Price Fund (QGRPX) and UBS US Dividend Ruler Fund (DVRUX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current QGRPX Sharpe Ratio is 0.67, which is comparable to the DVRUX Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of QGRPX and DVRUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

QGRPX's dividend yield for the trailing twelve months is around 3.60%, less than DVRUX's 5.01% yield.

The maximum QGRPX drawdown since its inception was -30.28%, which is greater than DVRUX's maximum drawdown of -19.06%. Use the drawdown chart below to compare losses from any high point for QGRPX and DVRUX.

UBS US Quality Growth At Reasonable Price Fund (QGRPX) has a higher volatility of 5.46% compared to UBS US Dividend Ruler Fund (DVRUX) at 4.74%. This indicates that QGRPX's price experiences larger fluctuations and is considered to be riskier than DVRUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.