UDBPX vs. VTIBX
Compare and contrast key facts about UBS Sustainable Development Bank Bond Fund (UDBPX) and Vanguard Total International Bond Index Fund (VTIBX).
UDBPX is managed by UBS. It was launched on Oct 23, 2018. VTIBX is managed by Vanguard. It was launched on May 30, 2013.
Performance
UDBPX vs. VTIBX - Performance Comparison
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UDBPX vs. VTIBX - 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% |
VTIBX Vanguard Total International Bond Index Fund | -0.51% | 2.98% | 3.84% | 8.86% | -12.97% | -2.27% | 4.56% | 7.76% | 1.46% |
Returns By Period
In the year-to-date period, UDBPX achieves a 0.28% return, which is significantly higher than VTIBX's -0.51% return.
UDBPX
- 1D
- 0.10%
- 1M
- -1.11%
- YTD
- 0.28%
- 6M
- 0.97%
- 1Y
- 4.22%
- 3Y*
- 3.45%
- 5Y*
- 0.48%
- 10Y*
- —
VTIBX
- 1D
- 0.31%
- 1M
- -1.94%
- YTD
- -0.51%
- 6M
- -0.04%
- 1Y
- 2.36%
- 3Y*
- 3.77%
- 5Y*
- 0.12%
- 10Y*
- 1.67%
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UDBPX vs. VTIBX - Expense Ratio Comparison
UDBPX has a 0.25% expense ratio, which is higher than VTIBX's 0.13% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
UDBPX vs. VTIBX — Risk / Return Rank
UDBPX
VTIBX
UDBPX vs. VTIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Sustainable Development Bank Bond Fund (UDBPX) and Vanguard Total International Bond Index Fund (VTIBX). 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 | VTIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.86 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.20 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.16 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.52 | 0.91 | +1.61 |
Martin ratioReturn relative to average drawdown | 7.59 | 3.79 | +3.80 |
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 | VTIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.86 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.03 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.46 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.69 | -0.24 |
Correlation
The correlation between UDBPX and VTIBX is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
UDBPX vs. VTIBX - Dividend Comparison
UDBPX's dividend yield for the trailing twelve months is around 3.51%, less than VTIBX's 4.18% 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% |
VTIBX Vanguard Total International Bond Index Fund | 4.18% | 4.33% | 4.31% | 4.37% | 1.41% | 3.68% | 1.06% | 3.36% | 2.98% | 2.21% | 1.76% | 1.61% |
Drawdowns
UDBPX vs. VTIBX - Drawdown Comparison
The maximum UDBPX drawdown since its inception was -15.45%, roughly equal to the maximum VTIBX drawdown of -16.15%. Use the drawdown chart below to compare losses from any high point for UDBPX and VTIBX.
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Drawdown Indicators
| UDBPX | VTIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.45% | -16.15% | +0.70% |
Max Drawdown (1Y)Largest decline over 1 year | -1.94% | -2.95% | +1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -14.55% | -15.81% | +1.26% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.15% | — |
Current DrawdownCurrent decline from peak | -1.22% | -2.34% | +1.12% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -3.09% | -2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 0.71% | -0.07% |
Volatility
UDBPX vs. VTIBX - Volatility Comparison
UBS Sustainable Development Bank Bond Fund (UDBPX) and Vanguard Total International Bond Index Fund (VTIBX) have volatilities of 1.38% and 1.43%, 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.
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Volatility by Period
| UDBPX | VTIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.38% | 1.43% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 2.26% | 2.09% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.83% | 3.12% | +0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.97% | 4.43% | +0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.52% | 3.62% | +0.90% |