Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNIEF (Uni-Select Inc) | NA | 24.13% | 84.51% | 16.95% | NA | NA | NA | … | … |
Data as of 08/02/2023, Common starting date is 07/28/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNIEF (Uni-Select Inc) | 07/28/2016 | 08/02/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 24.13 | 84.51 | 16.95 | NA | NA | NA | … | … | 9.57 | 64.56 | 212.02 | -25.27 | -51.04 | -21.87 | 0.49 | -14.26 |
| Sharpe Ratio | NA | 0.67 | 1.97 | 0.29 | NA | NA | NA | … | … | 0.39 | 1.55 | 4.67 | -0.28 | -1.15 | -0.71 | -0.01 | -2.02 |
| Standard Deviation(%) | NA | 30.83 | 42.24 | 54.65 | NA | NA | NA | … | … | 32.56 | 40.98 | 45.40 | 90.04 | 45.48 | 32.67 | 23.97 | 15.07 |
| Draw Down(%) | NA | 15.99 | 21.05 | 86.90 | NA | NA | NA | … | … | 14.69 | 21.05 | 14.37 | 72.54 | 56.05 | 34.97 | 24.39 | 14.26 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.62 | 0.42 | 0.28 | 0.21 | … | … | 0.00 | 0.00 | 0.00 | 0.76 | 1.74 | 1.25 | 1.27 | 0.57 |
Data as of 08/02/2023, Common starting date is 07/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIEF (Uni-Select Inc) |
-50.75%
May 2017 – May 2020 |
-9.77%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIEF (Uni-Select Inc) |
134.60%
May 2020 – May 2023 |
16.87%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart