UDBPX vs. EPIBX
Compare and contrast key facts about UBS Sustainable Development Bank Bond Fund (UDBPX) and EuroPac International Bond Fund (EPIBX).
UDBPX is managed by UBS. It was launched on Oct 23, 2018. EPIBX is managed by Euro Pacific Asset Management. It was launched on Nov 14, 2010.
Performance
UDBPX vs. EPIBX - Performance Comparison
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UDBPX vs. EPIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UDBPX UBS Sustainable Development Bank Bond Fund | 0.28% | 6.96% | 1.55% | 4.53% | -10.41% | -2.43% | 6.80% | 6.79% | 2.03% |
EPIBX EuroPac International Bond Fund | -1.68% | 12.90% | -3.30% | 9.94% | -7.34% | -4.60% | 7.45% | 5.13% | 1.81% |
Returns By Period
In the year-to-date period, UDBPX achieves a 0.28% return, which is significantly higher than EPIBX's -1.68% return.
UDBPX
- 1D
- 0.10%
- 1M
- -1.11%
- YTD
- 0.28%
- 6M
- 0.97%
- 1Y
- 4.22%
- 3Y*
- 3.45%
- 5Y*
- 0.48%
- 10Y*
- —
EPIBX
- 1D
- 0.57%
- 1M
- -2.98%
- YTD
- -1.68%
- 6M
- -0.29%
- 1Y
- 6.44%
- 3Y*
- 4.52%
- 5Y*
- 1.50%
- 10Y*
- 1.86%
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UDBPX vs. EPIBX - Expense Ratio Comparison
UDBPX has a 0.25% expense ratio, which is lower than EPIBX's 1.15% expense ratio.
Return for Risk
UDBPX vs. EPIBX — Risk / Return Rank
UDBPX
EPIBX
UDBPX vs. EPIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Sustainable Development Bank Bond Fund (UDBPX) and EuroPac International Bond Fund (EPIBX). 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.
| UDBPX | EPIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.36 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.91 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.25 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.52 | 1.31 | +1.21 |
Martin ratioReturn relative to average drawdown | 7.59 | 5.38 | +2.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UDBPX | EPIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.36 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.27 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.33 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.10 | +0.35 |
Correlation
The correlation between UDBPX and EPIBX is 0.24, 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
UDBPX vs. EPIBX - Dividend Comparison
UDBPX's dividend yield for the trailing twelve months is around 3.51%, more than EPIBX's 3.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDBPX UBS Sustainable Development Bank Bond Fund | 3.51% | 3.12% | 2.84% | 2.15% | 1.46% | 1.03% | 4.11% | 2.69% | 0.52% | 0.00% | 0.00% | 0.00% |
EPIBX EuroPac International Bond Fund | 3.31% | 3.25% | 2.92% | 2.16% | 0.00% | 0.00% | 1.09% | 0.00% | 1.43% | 0.00% | 0.00% | 1.91% |
Drawdowns
UDBPX vs. EPIBX - Drawdown Comparison
The maximum UDBPX drawdown since its inception was -15.45%, smaller than the maximum EPIBX drawdown of -24.65%. Use the drawdown chart below to compare losses from any high point for UDBPX and EPIBX.
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Drawdown Indicators
| UDBPX | EPIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.45% | -24.65% | +9.20% |
Max Drawdown (1Y)Largest decline over 1 year | -1.94% | -5.01% | +3.07% |
Max Drawdown (5Y)Largest decline over 5 years | -14.55% | -16.68% | +2.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.41% | — |
Current DrawdownCurrent decline from peak | -1.22% | -4.46% | +3.24% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -10.29% | +5.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 1.22% | -0.58% |
Volatility
UDBPX vs. EPIBX - Volatility Comparison
The current volatility for UBS Sustainable Development Bank Bond Fund (UDBPX) is 1.38%, while EuroPac International Bond Fund (EPIBX) has a volatility of 2.30%. This indicates that UDBPX experiences smaller price fluctuations and is considered to be less risky than EPIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UDBPX | EPIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.38% | 2.30% | -0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 2.26% | 3.34% | -1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.83% | 4.87% | -1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.97% | 5.65% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.52% | 5.69% | -1.17% |