Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNHLF (Union Medical Healthcare Limited) | NA | -46.65% | -46.63% | -26.56% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/09/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNHLF (Union Medical Healthcare Limited) | 06/09/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -46.65 | -46.63 | -26.56 | NA | NA | NA | … | … | -46.65 | -34.62 | -56.91 | 36.69 | 3.96 | 1.98 |
| Sharpe Ratio | NA | -0.45 | -0.55 | -0.36 | NA | NA | NA | … | … | -0.47 | -0.89 | -0.58 | 0.40 | 1.22 | 1.32 |
| Standard Deviation(%) | NA | 109.43 | 90.54 | 80.37 | NA | NA | NA | … | … | 127.48 | 42.80 | 104.66 | 87.89 | 3.23 | 2.61 |
| Draw Down(%) | NA | 64.71 | 94.87 | 94.87 | NA | NA | NA | … | … | 64.71 | 36.27 | 78.06 | 38.98 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.76 | 2.58 | 5.01 | 2.70 | 1.80 | 1.35 | … | … | 0.76 | 0.00 | 6.45 | 12.79 | 3.85 | 1.94 |
Data as of 09/26/2025, Common starting date is 06/09/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNHLF (Union Medical Healthcare Limited) |
-60.39%
Jul 2022 – Jul 2025 |
-32.01%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNHLF (Union Medical Healthcare Limited) |
4.92%
Sep 2020 – Sep 2023 |
-26.27%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart