UTBPX vs. TIBDX
Compare and contrast key facts about UBS Multi Income Bond Fund (UTBPX) and TIAA-CREF Core Bond Fund (TIBDX).
UTBPX is managed by UBS. It was launched on Dec 19, 1972. TIBDX is managed by TIAA Investments. It was launched on Jul 1, 1999.
Performance
UTBPX vs. TIBDX - Performance Comparison
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UTBPX vs. TIBDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UTBPX UBS Multi Income Bond Fund | -1.29% | 6.60% | 1.67% | 6.67% | -11.74% | -1.49% | 6.51% | 10.62% | -2.08% | 4.81% |
TIBDX TIAA-CREF Core Bond Fund | -0.69% | 7.38% | 1.95% | 5.63% | -13.68% | -0.95% | 8.10% | 9.57% | -0.64% | 4.48% |
Returns By Period
In the year-to-date period, UTBPX achieves a -1.29% return, which is significantly lower than TIBDX's -0.69% return.
UTBPX
- 1D
- 0.38%
- 1M
- -2.61%
- YTD
- -1.29%
- 6M
- -0.05%
- 1Y
- 3.65%
- 3Y*
- 3.65%
- 5Y*
- 0.50%
- 10Y*
- —
TIBDX
- 1D
- 0.44%
- 1M
- -2.56%
- YTD
- -0.69%
- 6M
- 0.40%
- 1Y
- 3.86%
- 3Y*
- 3.62%
- 5Y*
- 0.19%
- 10Y*
- 1.99%
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UTBPX vs. TIBDX - Expense Ratio Comparison
UTBPX has a 1.72% expense ratio, which is higher than TIBDX's 0.29% expense ratio.
Return for Risk
UTBPX vs. TIBDX — Risk / Return Rank
UTBPX
TIBDX
UTBPX vs. TIBDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Multi Income Bond Fund (UTBPX) and TIAA-CREF Core Bond Fund (TIBDX). 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.
| UTBPX | TIBDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.06 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.51 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.62 | -0.42 |
Martin ratioReturn relative to average drawdown | 3.98 | 5.07 | -1.09 |
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
| UTBPX | TIBDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.06 | -0.20 |
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 | — | 0.42 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.95 | -0.51 |
Correlation
The correlation between UTBPX and TIBDX is 0.88, 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
UTBPX vs. TIBDX - Dividend Comparison
UTBPX's dividend yield for the trailing twelve months is around 4.63%, more than TIBDX's 4.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UTBPX UBS Multi Income Bond Fund | 4.63% | 4.18% | 4.53% | 3.54% | 2.84% | 1.89% | 2.11% | 2.80% | 3.05% | 2.46% | 1.68% | 0.00% |
TIBDX TIAA-CREF Core Bond Fund | 4.04% | 4.34% | 3.60% | 3.22% | 2.44% | 2.39% | 4.45% | 3.09% | 2.88% | 2.93% | 3.80% | 4.68% |
Drawdowns
UTBPX vs. TIBDX - Drawdown Comparison
The maximum UTBPX drawdown since its inception was -16.84%, smaller than the maximum TIBDX drawdown of -18.82%. Use the drawdown chart below to compare losses from any high point for UTBPX and TIBDX.
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Drawdown Indicators
| UTBPX | TIBDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.84% | -18.82% | +1.98% |
Max Drawdown (1Y)Largest decline over 1 year | -3.13% | -2.98% | -0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -16.84% | -18.82% | +1.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.82% | — |
Current DrawdownCurrent decline from peak | -2.61% | -2.56% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -4.09% | -2.31% | -1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 0.95% | -0.01% |
Volatility
UTBPX vs. TIBDX - Volatility Comparison
UBS Multi Income Bond Fund (UTBPX) has a higher volatility of 1.94% compared to TIAA-CREF Core Bond Fund (TIBDX) at 1.57%. This indicates that UTBPX's price experiences larger fluctuations and is considered to be riskier than TIBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UTBPX | TIBDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.94% | 1.57% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 2.52% | 2.55% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 4.26% | +0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.81% | 5.59% | -0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.34% | 4.71% | -0.37% |