UBXG vs. VITAX

Last updated Apr 1, 2026

Compare and contrast key facts about U-BX Technology Ltd (UBXG) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).

VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.

Performance

UBXG vs. VITAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in U-BX Technology Ltd (UBXG) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). The values are adjusted to include any dividend payments, if applicable.

UBXG vs. VITAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024
UBXG U-BX Technology Ltd	66.97%	-40.64%	-94.86%
VITAX Vanguard Information Technology Index Fund Admiral Shares	-11.14%	21.78%	19.02%

Returns By Period

In the year-to-date period, UBXG achieves a 66.97% return, which is significantly higher than VITAX's -11.14% return.

UBXG

• 1D: 112.63%
• 1M: 83.52%
• YTD: 66.97%
• 6M: 91.95%
• 1Y: -13.25%
• 3Y*: —
• 5Y*: —
• 10Y*: —

VITAX

• 1D: -1.79%
• 1M: -7.83%
• YTD: -11.14%
• 6M: -10.25%
• 1Y: 23.94%
• 3Y*: 20.87%
• 5Y*: 14.06%
• 10Y*: 20.84%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

UBXG vs. VITAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UBXG

UBXG Risk / Return Rank: 41
UBXG Sharpe Ratio Rank: 36
UBXG Sortino Ratio Rank: 54
UBXG Omega Ratio Rank: 51
UBXG Calmar Ratio Rank: 33
UBXG Martin Ratio Rank: 34

VITAX

VITAX Risk / Return Rank: 47
VITAX Sharpe Ratio Rank: 44
VITAX Sortino Ratio Rank: 52
VITAX Omega Ratio Rank: 48
VITAX Calmar Ratio Rank: 53
VITAX Martin Ratio Rank: 38

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UBXG vs. VITAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for U-BX Technology Ltd (UBXG) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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.

	UBXG	VITAX	Difference
Sharpe ratio Return per unit of total volatility	-0.10	0.87	-0.97
Sortino ratio Return per unit of downside risk	0.97	1.39	-0.42
Omega ratio Gain probability vs. loss probability	1.12	1.19	-0.08
Calmar ratio Return relative to maximum drawdown	-0.26	1.26	-1.52
Martin ratio Return relative to average drawdown	-0.39	3.92	-4.32
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UBXG vs. VITAX - Sharpe Ratio Comparison

The current UBXG Sharpe Ratio is -0.10, which is lower than the VITAX Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of UBXG and VITAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	UBXG	VITAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.10	0.87	-0.97
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.56	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.85	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.49	0.59	-1.08

Correlation

The correlation between UBXG and VITAX is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

UBXG vs. VITAX - Dividend Comparison

UBXG has not paid dividends to shareholders, while VITAX's dividend yield for the trailing twelve months is around 0.46%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
UBXG U-BX Technology Ltd	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VITAX Vanguard Information Technology Index Fund Admiral Shares	0.46%	0.40%	0.60%	0.65%	0.91%	0.63%	0.82%	1.11%	1.29%	0.99%	1.31%	1.28%

Drawdowns

UBXG vs. VITAX - Drawdown Comparison

The maximum UBXG drawdown since its inception was -99.72%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for UBXG and VITAX.

Drawdown Indicators

	UBXG	VITAX	Difference
Max Drawdown Largest peak-to-trough decline	-99.72%	-54.81%	-44.91%
Max Drawdown (1Y) Largest decline over 1 year	-64.64%	-16.38%	-48.26%
Max Drawdown (5Y) Largest decline over 5 years	—	-35.10%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.10%	—
Current Drawdown Current decline from peak	-99.39%	-16.38%	-83.01%
Average Drawdown Average peak-to-trough decline	-82.20%	-8.06%	-74.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	43.59%	5.24%	+38.35%

Volatility

UBXG vs. VITAX - Volatility Comparison

U-BX Technology Ltd (UBXG) has a higher volatility of 79.34% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 6.70%. This indicates that UBXG's price experiences larger fluctuations and is considered to be riskier than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UBXG	VITAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	79.34%	6.70%	+72.64%
Volatility (6M) Calculated over the trailing 6-month period	86.55%	15.84%	+70.71%
Volatility (1Y) Calculated over the trailing 1-year period	135.89%	27.38%	+108.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	158.47%	25.22%	+133.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	158.47%	24.69%	+133.78%