Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNIF (U & I Financial Corp) | -9.79% | 16.67% | -32.41% | -18.12% | -8.14% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNIF (U & I Financial Corp) | 02/22/2016 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.50 | 16.67 | -32.41 | -18.12 | -8.14 | NA | NA | … | … | -9.79 | 18.13 | -69.25 | -0.38 | 4.69 | 17.98 | -3.78 | 2.78 | 1.18 | 11.18 | 0.12 |
| Sharpe Ratio | NA | 0.32 | -0.99 | -0.64 | -0.34 | NA | NA | … | … | -0.42 | 0.44 | -2.12 | -0.21 | 0.12 | 0.80 | -0.11 | 0.16 | -0.01 | 0.59 | 0.00 |
| Standard Deviation(%) | NA | 40.51 | 35.14 | 32.15 | 28.38 | NA | NA | … | … | 50.47 | 34.94 | 35.99 | 22.66 | 28.85 | 22.40 | 37.42 | 8.47 | 12.14 | 17.97 | 29.18 |
| Draw Down(%) | NA | 22.83 | 73.53 | 76.98 | 76.98 | NA | NA | … | … | 22.83 | 27.71 | 70.01 | 13.42 | 18.97 | 14.55 | 33.85 | 7.57 | 13.91 | 12.32 | 23.66 |
| Yield(%) | 0.00 | 0.00 | 0.29 | 0.81 | 0.58 | 0.41 | 0.31 | … | … | 0.00 | 0.00 | 0.00 | 1.83 | 1.81 | 0.00 | 0.00 | 0.00 | 1.11 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 02/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIF (U & I Financial Corp) |
-36.07%
May 2022 – May 2025 |
-19.33%
Mar 2021 – Mar 2026 |
-7.79%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIF (U & I Financial Corp) |
19.60%
May 2020 – May 2023 |
7.89%
Apr 2018 – Apr 2023 |
-5.02%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart