Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INVTX (Ultimus Managers Trust – Evolutionary Tree Innovators Fund) | -14.05% | -14.96% | 8.02% | NA | NA | NA | NA | … | … |
Data as of 05/15/2026, Common starting date is 08/03/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INVTX (Ultimus Managers Trust – Evolutionary Tree Innovators Fund) | 08/03/2022 | 05/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.96 | 8.02 | NA | NA | NA | NA | … | … | -14.05 | 3.66 | 22.15 | 38.82 | -13.78 |
| Sharpe Ratio | NA | -1.04 | 0.23 | NA | NA | NA | NA | … | … | -2.00 | 0.03 | 0.90 | 1.66 | -0.91 |
| Standard Deviation(%) | NA | 17.01 | 20.92 | NA | NA | NA | NA | … | … | 17.89 | 24.37 | 19.77 | 20.97 | 35.80 |
| Draw Down(%) | NA | 24.85 | 24.85 | NA | NA | NA | NA | … | … | 21.15 | 23.15 | 13.35 | 15.21 | 24.70 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/15/2026, Common starting date is 08/03/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVTX (Ultimus Managers Trust – Evolutionary Tree Innovators Fund) |
8.97%
Mar 2023 – Mar 2026 |
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 |
|---|---|---|---|---|
| INVTX (Ultimus Managers Trust – Evolutionary Tree Innovators Fund) |
21.60%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart