Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBEW | -20.21% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/23/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBEW | 10/23/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.88 | NA | NA | NA | NA | NA | NA | … | … | -20.21 | -17.24 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | -0.91 | -1.59 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 42.58 | 41.67 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 25.92 | 25.57 |
| Yield(%) | 0.65 | 17.52 | 5.84 | 3.50 | 1.75 | 1.17 | 0.88 | … | … | 13.70 | 6.88 |
Data as of 06/10/2026, Common starting date is 10/23/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBEW (UBEW) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBEW (UBEW) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart