UDBPX vs. PSAIX
Compare and contrast key facts about UBS Sustainable Development Bank Bond Fund (UDBPX) and PIMCO Global Advantage Strategy Bond Fund (PSAIX).
UDBPX is managed by UBS. It was launched on Oct 23, 2018. PSAIX is managed by PIMCO. It was launched on Feb 4, 2009.
Performance
UDBPX vs. PSAIX - Performance Comparison
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UDBPX vs. PSAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
PSAIX PIMCO Global Advantage Strategy Bond Fund | -2.18% | 8.87% | 3.21% | 7.91% | -11.07% | 1.11% | 7.76% | 8.94% | 0.57% |
Returns By Period
In the year-to-date period, UDBPX achieves a 0.17% return, which is significantly higher than PSAIX's -2.18% return.
UDBPX
- 1D
- 0.52%
- 1M
- -1.32%
- YTD
- 0.17%
- 6M
- 1.08%
- 1Y
- 4.33%
- 3Y*
- 3.41%
- 5Y*
- 0.52%
- 10Y*
- —
PSAIX
- 1D
- 0.39%
- 1M
- -4.23%
- YTD
- -2.18%
- 6M
- -0.48%
- 1Y
- 4.26%
- 3Y*
- 5.01%
- 5Y*
- 1.66%
- 10Y*
- 3.32%
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UDBPX vs. PSAIX - Expense Ratio Comparison
UDBPX has a 0.25% expense ratio, which is lower than PSAIX's 0.65% expense ratio.
Return for Risk
UDBPX vs. PSAIX — Risk / Return Rank
UDBPX
PSAIX
UDBPX vs. PSAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Sustainable Development Bank Bond Fund (UDBPX) and PIMCO Global Advantage Strategy Bond Fund (PSAIX). 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 | PSAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.19 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.93 | 1.56 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 1.07 | +1.22 |
Martin ratioReturn relative to average drawdown | 6.96 | 5.01 | +1.94 |
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 | PSAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.19 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.44 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.93 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.82 | -0.38 |
Correlation
The correlation between UDBPX and PSAIX is 0.60, 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
UDBPX vs. PSAIX - Dividend Comparison
UDBPX's dividend yield for the trailing twelve months is around 3.52%, less than PSAIX's 3.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PSAIX PIMCO Global Advantage Strategy Bond Fund | 3.94% | 4.22% | 3.66% | 3.14% | 4.10% | 4.61% | 2.20% | 2.79% | 2.43% | 1.83% | 2.03% | 2.52% |
Drawdowns
UDBPX vs. PSAIX - Drawdown Comparison
The maximum UDBPX drawdown since its inception was -15.45%, roughly equal to the maximum PSAIX drawdown of -15.35%. Use the drawdown chart below to compare losses from any high point for UDBPX and PSAIX.
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Drawdown Indicators
| UDBPX | PSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.45% | -15.35% | -0.10% |
Max Drawdown (1Y)Largest decline over 1 year | -1.94% | -4.61% | +2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -14.55% | -15.35% | +0.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -15.35% | — |
Current DrawdownCurrent decline from peak | -1.32% | -4.23% | +2.91% |
Average DrawdownAverage peak-to-trough decline | -5.20% | -3.32% | -1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 0.99% | -0.35% |
Volatility
UDBPX vs. PSAIX - Volatility Comparison
The current volatility for UBS Sustainable Development Bank Bond Fund (UDBPX) is 1.38%, while PIMCO Global Advantage Strategy Bond Fund (PSAIX) has a volatility of 2.37%. This indicates that UDBPX experiences smaller price fluctuations and is considered to be less risky than PSAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UDBPX | PSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.38% | 2.37% | -0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 2.26% | 2.94% | -0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.83% | 3.94% | -0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.97% | 3.83% | +1.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.52% | 3.60% | +0.92% |