UDBPX vs. VCIFX
Compare and contrast key facts about UBS Sustainable Development Bank Bond Fund (UDBPX) and Vertical Capital Income Fund (VCIFX).
UDBPX is managed by UBS. It was launched on Oct 23, 2018. VCIFX is managed by VALIC. It was launched on Dec 29, 2011.
Performance
UDBPX vs. VCIFX - Performance Comparison
Loading graphics...
UDBPX vs. VCIFX - 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% |
VCIFX Vertical Capital Income Fund | -2.24% | 9.15% | -1.00% | 5.96% | -16.21% | -5.85% | 10.46% | 9.56% | 1.59% |
Returns By Period
In the year-to-date period, UDBPX achieves a 0.17% return, which is significantly higher than VCIFX's -2.24% return.
UDBPX
- 1D
- 0.52%
- 1M
- -1.32%
- YTD
- 0.17%
- 6M
- 1.08%
- 1Y
- 4.33%
- 3Y*
- 3.41%
- 5Y*
- 0.52%
- 10Y*
- —
VCIFX
- 1D
- 0.10%
- 1M
- -3.39%
- YTD
- -2.24%
- 6M
- -1.42%
- 1Y
- 4.20%
- 3Y*
- 2.95%
- 5Y*
- -1.40%
- 10Y*
- 0.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
UDBPX vs. VCIFX - Expense Ratio Comparison
UDBPX has a 0.25% expense ratio, which is lower than VCIFX's 0.69% expense ratio.
Return for Risk
UDBPX vs. VCIFX — Risk / Return Rank
UDBPX
VCIFX
UDBPX vs. VCIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Sustainable Development Bank Bond Fund (UDBPX) and Vertical Capital Income Fund (VCIFX). 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 | VCIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 0.92 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.93 | 1.36 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.17 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 1.18 | +1.12 |
Martin ratioReturn relative to average drawdown | 6.96 | 4.59 | +2.36 |
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
| UDBPX | VCIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 0.92 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | -0.24 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.15 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.01 | +0.44 |
Correlation
The correlation between UDBPX and VCIFX is 0.69, 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. VCIFX - Dividend Comparison
UDBPX's dividend yield for the trailing twelve months is around 3.52%, more than VCIFX's 1.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
VCIFX Vertical Capital Income Fund | 1.85% | 0.00% | 0.00% | 3.53% | 3.64% | 4.00% | 1.76% | 2.32% | 0.93% |
Drawdowns
UDBPX vs. VCIFX - Drawdown Comparison
The maximum UDBPX drawdown since its inception was -15.45%, smaller than the maximum VCIFX drawdown of -29.13%. Use the drawdown chart below to compare losses from any high point for UDBPX and VCIFX.
Loading graphics...
Drawdown Indicators
| UDBPX | VCIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.45% | -29.13% | +13.68% |
Max Drawdown (1Y)Largest decline over 1 year | -1.94% | -4.19% | +2.25% |
Max Drawdown (5Y)Largest decline over 5 years | -14.55% | -25.58% | +11.03% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.38% | — |
Current DrawdownCurrent decline from peak | -1.32% | -14.02% | +12.70% |
Average DrawdownAverage peak-to-trough decline | -5.20% | -14.03% | +8.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 1.07% | -0.43% |
Volatility
UDBPX vs. VCIFX - Volatility Comparison
The current volatility for UBS Sustainable Development Bank Bond Fund (UDBPX) is 1.38%, while Vertical Capital Income Fund (VCIFX) has a volatility of 1.95%. This indicates that UDBPX experiences smaller price fluctuations and is considered to be less risky than VCIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| UDBPX | VCIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.38% | 1.95% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 2.26% | 2.87% | -0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.83% | 4.92% | -1.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.97% | 5.96% | -0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.52% | 5.71% | -1.19% |