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
UTLABX NA 15.09% NA NA NA NA NA
Data as of 12/13/2021, Common starting date is 09/11/2020
More Performance Analytics Comparison
Name Start Date End Date
UTLABX 09/11/2020 12/13/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 0.49 15.09 NA NA NA NA NA 14.39 5.49
Sharpe Ratio NA 0.98 NA NA NA NA NA 1.02 1.05
Standard Deviation(%) NA 14.84 NA NA NA NA NA 14.77 18.35
Draw Down(%) NA 8.02 NA NA NA NA NA 8.02 8.15
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/13/2021, Common starting date is 09/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UTLABX (UTLABX) 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
UTLABX (UTLABX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return