Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UEIC (Universal Electronics Inc.) | 5.26% | -47.95% | -24.70% | -40.04% | -24.78% | -11.73% | -7.13% | … | … |
Data as of 06/10/2026, Common starting date is 02/12/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UEIC (Universal Electronics Inc.) | 02/12/1993 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.52 | -47.95 | -24.70 | -40.04 | -24.78 | -11.73 | -7.13 | … | … | 5.26 | -71.64 | 14.80 | -54.88 | -48.93 | -22.32 | 0.38 | 106.72 | -46.50 | -26.80 | 25.71 | -21.04 | 70.64 | 96.95 | 14.70 | -40.54 | 22.18 | 43.16 | -51.50 | 59.09 | 22.00 | -2.10 | 38.15 | 30.80 | -43.40 | 11.48 | -32.88 | 327.91 | 7.50 | 81.82 | -26.67 | 71.43 | -77.85 | 16.18 |
| Sharpe Ratio | NA | -0.81 | -0.43 | -0.76 | -0.50 | NA | NA | … | … | 0.41 | -1.19 | 0.14 | -0.90 | -1.13 | -0.57 | 0.00 | 2.04 | -1.03 | -1.39 | -0.26 | -1.31 | 1.43 | 2.12 | -0.10 | -1.09 | 0.07 | 0.45 | -1.02 | 0.75 | -0.01 | -0.67 | 0.47 | 0.30 | -1.41 | -0.18 | -1.29 | 4.98 | 0.83 | 0.57 | -0.37 | 0.15 | -0.78 | 0.33 |
| Standard Deviation(%) | NA | 55.80 | 58.04 | 56.02 | 52.12 | NA | NA | … | … | 46.89 | 62.92 | 59.28 | 66.03 | 44.77 | 39.41 | 54.76 | 40.84 | 66.30 | 33.33 | 32.80 | 30.12 | 36.39 | 36.91 | 40.89 | 54.36 | 47.99 | 54.76 | 69.23 | 49.98 | 31.72 | 34.52 | 39.87 | 38.06 | 44.72 | 55.56 | 78.84 | 70.91 | 49.15 | 61.55 | 65.14 | 61.94 | 97.69 | 56.39 |
| Draw Down(%) | NA | 62.19 | 79.78 | 94.69 | 96.51 | NA | NA | … | … | 15.93 | 74.91 | 43.15 | 71.44 | 58.12 | 44.42 | 41.86 | 19.39 | 56.61 | 36.42 | 23.98 | 38.53 | 22.86 | 15.25 | 44.31 | 51.62 | 37.77 | 35.12 | 62.60 | 31.48 | 15.17 | 13.82 | 15.33 | 20.17 | 57.22 | 41.96 | 56.69 | 36.25 | 43.10 | 30.61 | 56.25 | 26.19 | 79.01 | 35.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 02/12/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEIC (Universal Electronics Inc.) |
-47.11%
Nov 2020 – Nov 2023 |
-42.50%
Nov 2020 – Nov 2025 |
-24.22%
Nov 2015 – Nov 2025 |
-13.16%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEIC (Universal Electronics Inc.) |
120.89%
Mar 1997 – Mar 2000 |
65.77%
Mar 1995 – Mar 2000 |
28.61%
Mar 1997 – Mar 2007 |
17.70%
Mar 1995 – Mar 2010 |
Annualized Rolling Returns Comparison Chart