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
UTLAAX NA 19.44% NA NA NA NA NA
Data as of 09/13/2021, Common starting date is 06/12/2020
More Performance Analytics Comparison
Name Start Date End Date
UTLAAX 06/12/2020 09/13/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 0.11 19.44 NA NA NA NA NA 13.47 5.42
Sharpe Ratio NA 1.27 NA NA NA NA NA 1.29 0.52
Standard Deviation(%) NA 16.39 NA NA NA NA NA 15.35 19.23
Draw Down(%) NA 10.56 NA NA NA NA NA 6.83 9.68
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/13/2021, Common starting date is 06/12/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UTLAAX (UTLAAX) 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
UTLAAX (UTLAAX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return