Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UELMO (Union Electric Company) | NA | 1.49% | -6.34% | -3.68% | -0.19% | NA | NA | … | … |
Data as of 04/15/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UELMO (Union Electric Company) | 06/19/2012 | 04/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.49 | -6.34 | -3.68 | -0.19 | NA | NA | … | … | 0.00 | -4.68 | -7.06 | -13.38 | -3.08 | 14.59 | 1.56 | -1.35 | 7.14 | 6.49 | 4.10 | 13.91 | 3.10 | 3.48 |
| Sharpe Ratio | NA | -0.16 | -0.62 | -0.43 | -0.16 | NA | NA | … | … | -0.21 | -0.41 | -1.17 | -0.93 | -0.44 | 1.66 | 0.03 | -0.43 | 0.63 | 0.60 | 0.62 | 0.68 | 0.14 | 0.25 |
| Standard Deviation(%) | NA | 30.35 | 17.36 | 14.48 | 11.42 | NA | NA | … | … | 14.29 | 27.65 | 9.73 | 13.27 | 8.90 | 8.61 | 4.81 | 6.19 | 10.31 | 10.56 | 6.58 | 20.48 | 22.45 | 26.03 |
| Draw Down(%) | NA | 16.18 | 26.48 | 34.11 | 34.11 | NA | NA | … | … | 1.59 | 16.18 | 9.43 | 19.70 | 5.76 | 1.89 | 3.49 | 7.26 | 4.46 | 5.12 | 3.46 | 14.89 | 12.37 | 15.17 |
| Yield(%) | 0.00 | 1.47 | 3.24 | 3.42 | 3.65 | 3.50 | 2.62 | … | … | 0.00 | 2.72 | 4.82 | 3.99 | 3.73 | 4.10 | 4.00 | 3.80 | 3.91 | 4.02 | 4.00 | 4.38 | 4.33 | 2.19 |
Data as of 04/15/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UELMO (Union Electric Company) |
-11.08%
Mar 2021 – Mar 2024 |
-3.95%
Mar 2019 – Mar 2024 |
-0.35%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UELMO (Union Electric Company) |
11.94%
Jul 2012 – Jul 2015 |
8.60%
Jul 2012 – Jul 2017 |
4.48%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart