Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UDRGY (UDG Healthcare plc) | NA | 0.00% | -5.90% | 7.02% | NA | NA | NA | … | … |
Data as of 08/16/2021, Common starting date is 11/18/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UDRGY (UDG Healthcare plc) | 11/18/2011 | 08/16/2021 |
| 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -5.90 | 7.02 | NA | NA | NA | … | … | 0.00 | 0.00 | 9.21 | -23.69 | 68.49 | 0.00 | 0.00 | 65.54 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.00 | -0.41 | 0.24 | NA | NA | NA | … | … | 0.00 | 0.00 | 1.11 | -0.92 | 1.30 | 0.00 | 0.00 | 1.30 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | NA | 16.21 | 26.55 | NA | NA | NA | … | … | NA | NA | 7.04 | 27.09 | 52.27 | NA | NA | 50.40 | NA | NA | NA |
| Draw Down(%) | NA | 0.00 | 23.69 | 23.69 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 23.69 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 1.95 | 1.46 | 2.34 | 3.49 | 2.33 | 1.74 | … | … | 1.43 | 1.95 | 2.05 | 1.36 | 2.05 | 0.55 | 1.96 | 3.25 | 3.55 | 2.30 | 2.23 |
Data as of 08/16/2021, Common starting date is 11/18/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDRGY (UDG Healthcare plc) |
-5.90%
Jun 2017 – Jun 2020 |
5.59%
Jul 2014 – Jul 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDRGY (UDG Healthcare plc) |
40.76%
Jun 2014 – Jun 2017 |
22.77%
Jun 2012 – Jun 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart