SEFIX vs. UDBPX
Compare and contrast key facts about SEI Institutional International Trust International Fixed Income Fund (SEFIX) and UBS Sustainable Development Bank Bond Fund (UDBPX).
SEFIX is managed by SEI. It was launched on Aug 31, 1993. UDBPX is managed by UBS. It was launched on Oct 23, 2018.
Performance
SEFIX vs. UDBPX - Performance Comparison
Loading graphics...
SEFIX vs. UDBPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SEFIX SEI Institutional International Trust International Fixed Income Fund | -1.01% | 2.79% | 2.53% | 7.13% | -9.22% | 132.40% | 2.95% | 6.55% | 1.14% |
UDBPX UBS Sustainable Development Bank Bond Fund | 0.17% | 6.96% | 1.55% | 4.53% | -10.41% | -2.43% | 6.80% | 6.79% | 2.03% |
Returns By Period
In the year-to-date period, SEFIX achieves a -1.01% return, which is significantly lower than UDBPX's 0.17% return.
SEFIX
- 1D
- 0.23%
- 1M
- -2.54%
- YTD
- -1.01%
- 6M
- -0.91%
- 1Y
- 1.30%
- 3Y*
- 2.90%
- 5Y*
- 19.15%
- 10Y*
- 10.52%
UDBPX
- 1D
- 0.52%
- 1M
- -1.32%
- YTD
- 0.17%
- 6M
- 1.08%
- 1Y
- 4.33%
- 3Y*
- 3.41%
- 5Y*
- 0.52%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SEFIX vs. UDBPX - Expense Ratio Comparison
SEFIX has a 1.02% expense ratio, which is higher than UDBPX's 0.25% expense ratio.
Return for Risk
SEFIX vs. UDBPX — Risk / Return Rank
SEFIX
UDBPX
SEFIX vs. UDBPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional International Trust International Fixed Income Fund (SEFIX) and UBS Sustainable Development Bank Bond Fund (UDBPX). 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.
| SEFIX | UDBPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 1.28 | -0.75 |
Sortino ratioReturn per unit of downside risk | 0.77 | 1.93 | -1.16 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.24 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 2.29 | -1.62 |
Martin ratioReturn relative to average drawdown | 2.72 | 6.96 | -4.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SEFIX | UDBPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 1.28 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.11 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.45 | -0.21 |
Correlation
The correlation between SEFIX and UDBPX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SEFIX vs. UDBPX - Dividend Comparison
SEFIX's dividend yield for the trailing twelve months is around 2.81%, less than UDBPX's 3.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEFIX SEI Institutional International Trust International Fixed Income Fund | 2.81% | 2.78% | 0.00% | 0.00% | 13.04% | 60.90% | 0.03% | 3.33% | 4.58% | 0.00% | 2.67% | 6.00% |
UDBPX UBS Sustainable Development Bank Bond Fund | 3.52% | 3.12% | 2.84% | 2.15% | 1.46% | 1.03% | 4.11% | 2.69% | 0.52% | 0.00% | 0.00% | 0.00% |
Drawdowns
SEFIX vs. UDBPX - Drawdown Comparison
The maximum SEFIX drawdown since its inception was -19.16%, which is greater than UDBPX's maximum drawdown of -15.45%. Use the drawdown chart below to compare losses from any high point for SEFIX and UDBPX.
Loading graphics...
Drawdown Indicators
| SEFIX | UDBPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.16% | -15.45% | -3.71% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -1.94% | -0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -11.59% | -14.55% | +2.96% |
Max Drawdown (10Y)Largest decline over 10 years | -11.59% | — | — |
Current DrawdownCurrent decline from peak | -2.54% | -1.32% | -1.22% |
Average DrawdownAverage peak-to-trough decline | -4.40% | -5.20% | +0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.69% | 0.64% | +0.05% |
Volatility
SEFIX vs. UDBPX - Volatility Comparison
SEI Institutional International Trust International Fixed Income Fund (SEFIX) and UBS Sustainable Development Bank Bond Fund (UDBPX) have volatilities of 1.33% and 1.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SEFIX | UDBPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.33% | 1.38% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 1.81% | 2.26% | -0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.47% | 3.83% | -0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 61.94% | 4.97% | +56.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.71% | 4.52% | +39.19% |