UTBPX vs. QGRPX
UTBPX (UBS Multi Income Bond Fund) and QGRPX (UBS US Quality Growth At Reasonable Price Fund) are both mutual funds - UTBPX is a Intermediate Core-Plus Bond fund managed by UBS, while QGRPX is a Quality Factor fund managed by UBS. Over the past 5 years, UTBPX returned 0.15%/yr vs 9.45%/yr for QGRPX. Their 0.21 correlation means their historical movements had little consistent relationship. UTBPX charges 1.72%/yr vs 0.50%/yr for QGRPX.
Performance
UTBPX vs. QGRPX - Performance Comparison
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Returns By Period
In the year-to-date period, UTBPX achieves a 0.12% return, which is significantly higher than QGRPX's -0.43% return.
UTBPX
- 1D
- 0.08%
- 1M
- -1.10%
- 6M
- -0.40%
- YTD
- 0.12%
- 1Y
- 3.07%
- 3Y*
- 3.96%
- 5Y*
- 0.15%
- 10Y*
- 1.74%
- ALL TIME*
- 1.98%
QGRPX
- 1D
- 2.14%
- 1M
- -0.90%
- 6M
- 1.30%
- YTD
- -0.43%
- 1Y
- 3.49%
- 3Y*
- 16.46%
- 5Y*
- 9.45%
- 10Y*
- —
- ALL TIME*
- 13.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
UTBPX vs. QGRPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
UTBPX UBS Multi Income Bond Fund | 0.12% | 6.60% | 1.67% | 6.67% | -11.74% | -1.49% | 2.60% |
QGRPX UBS US Quality Growth At Reasonable Price Fund | -0.43% | 15.51% | 25.13% | 35.52% | -25.57% | 29.14% | 14.62% |
Correlation
The correlation between UTBPX and QGRPX is 0.45, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.45 |
Correlation (3Y) Balances recent behavior with more history. | 0.23 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.23 |
Correlation (All Time) Calculated using the full available price history since Jul 9, 2020 | 0.21 |
Over the past year, UTBPX and QGRPX have become more correlated (0.45) than their long-term average of 0.21, meaning their price movements have been converging.
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Return for Risk
UTBPX vs. QGRPX — Risk / Return Rank
UTBPX
QGRPX
UTBPX vs. QGRPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Multi Income Bond Fund (UTBPX) and UBS US Quality Growth At Reasonable Price Fund (QGRPX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UTBPX | QGRPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.76 | ||
| Sortino ratioReturn per unit of downside risk | +1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.06 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | 0.25 | +1.12 |
| Martin ratioReturn relative to average drawdown | 4.71 | 0.75 | +3.96 |
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Drawdowns
UTBPX vs. QGRPX - Drawdown Comparison
The maximum UTBPX drawdown since its inception was -16.84%, smaller than the maximum QGRPX drawdown of -30.28%. Use the drawdown chart below to compare losses from any high point for UTBPX and QGRPX.
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Drawdown Indicators
| UTBPX | QGRPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.84% | -30.28% | +13.44% |
Max Drawdown (1Y)Largest decline over 1 year | -2.98% | -17.45% | +14.47% |
Max Drawdown (3Y)Largest decline over 3 years | -4.35% | -21.03% | +16.68% |
Max Drawdown (5Y)Largest decline over 5 years | -16.78% | -30.28% | +13.50% |
Max Drawdown (10Y)Largest decline over 10 years | -16.84% | — | — |
Current DrawdownCurrent decline from peak | -1.61% | -4.94% | +3.33% |
Average DrawdownAverage peak-to-trough decline | -3.98% | -7.47% | +3.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 5.58% | -4.72% |
Volatility
UTBPX vs. QGRPX - Volatility Comparison
The current volatility for UBS Multi Income Bond Fund (UTBPX) is 1.17%, while UBS US Quality Growth At Reasonable Price Fund (QGRPX) has a volatility of 4.45%. This indicates that UTBPX experiences smaller price fluctuations and is considered to be less risky than QGRPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UTBPX | QGRPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.17% | 4.45% | -3.28% |
Volatility (6M)Calculated over the trailing 6-month period | 3.31% | 12.45% | -9.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.97% | 15.74% | -11.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.90% | 19.79% | -14.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.37% | 19.26% | -14.89% |
UTBPX vs. QGRPX - Expense Ratio Comparison
UTBPX has a 1.72% expense ratio, which is higher than QGRPX's 0.50% expense ratio.
Dividends
UTBPX vs. QGRPX - Dividend Comparison
UTBPX's dividend yield for the trailing twelve months is around 4.30%, less than QGRPX's 6.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
QGRPX UBS US Quality Growth At Reasonable Price Fund | 6.19% | 6.16% | 3.62% | 0.42% | 1.00% | 2.84% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
UTBPX UBS Multi Income Bond Fund | 4.30% | 4.18% | 4.53% | 3.54% | 2.84% | 1.89% | 2.11% | 2.80% | 3.05% | 2.46% | 1.68% |
Frequently Asked Questions
UTBPX and QGRPX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
QGRPX has higher volatility (4.45%) compared to UTBPX (1.17%). In terms of maximum drawdown, UTBPX dropped -16.84% vs QGRPX's -30.28%.
UTBPX currently has the higher Sharpe Ratio (1.03 vs 0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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