Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
UNIQX NA 3.33% 6.89% NA NA NA NA
Data as of 12/30/2021, Common starting date is 11/01/2018
More Performance Analytics Comparison
Name Start Date End Date
UNIQX 11/01/2018 12/30/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018
Annualized Return (%) 0.00 3.33 6.89 NA NA NA NA 3.29 2.62 10.14 -0.16
Sharpe Ratio NA 0.56 1.75 NA NA NA NA 0.55 0.97 4.26 -0.66
Standard Deviation(%) NA 5.93 3.63 NA NA NA NA 5.95 2.47 2.07 3.90
Draw Down(%) NA 5.62 5.62 NA NA NA NA 5.62 1.43 1.39 1.53
Yield(%) 0.00 4.44 5.14 3.42 1.71 1.14 0.86 2.98 5.78 6.13 1.72
Data as of 12/30/2021, Common starting date is 11/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UNIQX (UNIQX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UNIQX (UNIQX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return