Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UDHCF (UDG Healthcare plc) | NA | 44.64% | 8.40% | 11.72% | NA | NA | NA | … | … |
Data as of 09/16/2021, Common starting date is 06/20/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UDHCF (UDG Healthcare plc) | 06/20/2014 | 09/16/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 44.64 | 8.40 | 11.72 | NA | NA | NA | … | … | 46.19 | -11.68 | 39.05 | -33.80 | 40.56 | 8.59 | 25.95 | 2.66 |
| Sharpe Ratio | NA | 1.24 | 0.20 | 0.32 | NA | NA | NA | … | … | 1.77 | -0.28 | 1.58 | -0.99 | 1.16 | 0.34 | 1.02 | 0.21 |
| Standard Deviation(%) | NA | 35.92 | 38.60 | 34.76 | NA | NA | NA | … | … | 40.23 | 42.87 | 23.77 | 35.63 | 34.56 | 24.37 | 25.35 | 24.15 |
| Draw Down(%) | NA | 9.30 | 37.01 | 45.32 | NA | NA | NA | … | … | 9.30 | 37.01 | 8.40 | 41.65 | 10.39 | 16.39 | 11.24 | 12.97 |
| Yield(%) | 0.00 | 1.33 | 1.37 | 1.73 | 1.51 | 1.01 | 0.76 | … | … | 1.35 | 1.60 | 2.14 | 1.19 | 1.55 | 0.46 | 1.99 | 0.00 |
Data as of 09/16/2021, Common starting date is 06/20/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDHCF (UDG Healthcare plc) |
-8.27%
Nov 2017 – Nov 2020 |
-0.31%
May 2015 – May 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDHCF (UDG Healthcare plc) |
32.63%
Nov 2014 – Nov 2017 |
16.50%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart