Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UI (Ubiquiti Inc.) | 2.77% | 41.74% | 53.04% | 13.71% | 31.20% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UI (Ubiquiti Inc.) | 10/14/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.83 | 41.74 | 53.04 | 13.71 | 31.20 | NA | NA | … | … | 2.77 | 67.72 | 141.15 | -48.23 | -10.00 | 10.83 | 48.49 | 91.65 | 40.68 | 22.87 | 82.39 | 6.92 | -35.18 | 278.58 | -32.43 | 4.17 |
| Sharpe Ratio | NA | 0.64 | 0.93 | 0.22 | 0.62 | NA | NA | … | … | 0.07 | 1.07 | 3.04 | -1.24 | -0.26 | 0.24 | 0.83 | 1.98 | 0.80 | 0.59 | 2.61 | 0.17 | -0.60 | 5.06 | -0.36 | 0.39 |
| Standard Deviation(%) | NA | 61.23 | 53.51 | 48.38 | 47.58 | NA | NA | … | … | 60.41 | 60.89 | 45.30 | 42.23 | 43.34 | 44.44 | 57.53 | 45.57 | 49.39 | 37.61 | 31.53 | 40.46 | 59.14 | 55.10 | 90.68 | 55.11 |
| Draw Down(%) | NA | 47.62 | 47.62 | 69.45 | 72.22 | NA | NA | … | … | 47.62 | 36.46 | 24.43 | 64.80 | 27.51 | 31.68 | 40.21 | 36.54 | 32.37 | 27.68 | 15.24 | 19.84 | 50.06 | 26.48 | 77.49 | 18.47 |
| Yield(%) | 0.00 | 0.80 | 1.63 | 0.82 | 4.11 | 6.46 | 4.84 | … | … | 0.28 | 0.83 | 1.75 | 0.89 | 0.79 | 0.74 | 0.74 | 1.11 | 0.71 | 0.00 | 0.00 | 0.00 | 0.37 | 0.00 | 0.97 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UI (Ubiquiti Inc.) |
-27.57%
Feb 2021 – Feb 2024 |
-7.90%
Apr 2019 – Apr 2024 |
9.68%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UI (Ubiquiti Inc.) |
72.41%
Feb 2018 – Feb 2021 |
60.40%
Jan 2016 – Jan 2021 |
40.98%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart