Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNAMQ (Unico American Corporation) | NA | -99.90% | -93.15% | -81.21% | -58.74% | -42.58% | -31.57% | … | … |
Data as of 09/01/2023, Common starting date is 03/21/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNAMQ (Unico American Corporation) | 03/21/1990 | 09/01/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -83.00 | -99.90 | -93.15 | -81.21 | -58.74 | -42.58 | -31.57 | … | … | -99.90 | -52.91 | -24.40 | -27.78 | -1.25 | -25.38 | -20.47 | 7.61 | -12.67 | -13.66 | 4.74 | 4.98 | 31.84 | -11.26 | 25.61 | -20.00 | -21.64 | 39.89 | -1.58 | 70.25 | 77.14 | -41.12 | -8.94 | -16.07 | -39.13 | -6.12 | 12.64 | 74.00 | 42.86 | -42.62 | 64.86 | 12.12 | 40.43 | -6.00 |
| Sharpe Ratio | NA | -0.25 | -0.38 | -0.42 | -0.42 | NA | NA | … | … | -0.21 | -0.61 | -0.27 | -0.35 | -0.06 | -0.63 | -0.66 | 0.19 | -0.27 | -0.57 | 0.14 | 0.14 | 1.00 | -0.65 | 0.56 | -0.39 | -0.87 | 1.35 | -0.11 | 1.41 | 1.02 | -0.61 | -0.19 | -0.32 | -1.10 | -0.19 | 0.30 | 1.90 | 0.89 | -0.81 | 1.19 | 0.12 | 0.46 | -0.15 |
| Standard Deviation(%) | NA | 411.34 | 247.43 | 195.81 | 140.83 | NA | NA | … | … | 497.39 | 89.75 | 88.97 | 79.64 | 44.35 | 42.05 | 31.99 | 38.81 | 47.02 | 24.20 | 33.22 | 34.43 | 31.95 | 17.36 | 45.78 | 53.50 | 28.40 | 27.27 | 32.71 | 49.33 | 74.99 | 69.05 | 59.28 | 63.05 | 38.47 | 49.15 | 30.63 | 36.80 | 44.04 | 56.26 | 52.44 | 78.46 | 79.69 | 83.52 |
| Draw Down(%) | NA | 99.92 | 99.98 | 99.98 | 99.99 | NA | NA | … | … | 99.91 | 67.14 | 56.86 | 48.05 | 14.65 | 38.78 | 20.47 | 21.31 | 34.59 | 18.48 | 20.28 | 22.24 | 11.84 | 12.62 | 21.55 | 33.82 | 27.60 | 15.81 | 21.46 | 24.93 | 36.71 | 63.46 | 23.81 | 39.68 | 50.00 | 48.57 | 10.34 | 10.00 | 16.67 | 47.54 | 20.00 | 56.90 | 34.69 | 58.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.53 | 2.39 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.04 | 0.00 | 3.60 | 4.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.86 | 0.80 | 2.11 | 2.22 | 0.54 | 0.68 | 1.10 | 1.60 | 0.92 | 1.65 | 1.45 | 1.82 | 0.00 |
Data as of 09/01/2023, Common starting date is 03/21/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNAMQ (Unico American Corporation) |
-93.15%
Aug 2020 – Aug 2023 |
-81.15%
Aug 2018 – Aug 2023 |
-58.78%
Aug 2013 – Aug 2023 |
-42.58%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNAMQ (Unico American Corporation) |
52.27%
Apr 1995 – Apr 1998 |
30.74%
Mar 1993 – Mar 1998 |
18.21%
Mar 2003 – Mar 2013 |
9.88%
Jun 1992 – Jun 2007 |
Annualized Rolling Returns Comparison Chart