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
RGLG (UHF Logistics Group Inc) NA -67.50% 17.57% 52.04% 41.64% -12.72% NA
Data as of 07/03/2025, Common starting date is 01/15/2008
More Performance Analytics Comparison
Name Start Date End Date
RGLG (UHF Logistics Group Inc) 01/15/2008 07/03/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) -17.72 -67.50 17.57 52.04 41.64 -12.72 NA -67.50 -62.96 1,250.00 -33.33 -72.70 1,365.33 -84.66 4,345.45 0.92 9.00 25.00 -20.00 25.00 -60.00 -98.82 142.86 -87.27 -8.33
Sharpe Ratio NA -0.12 0.04 0.12 0.13 NA NA -0.13 -0.19 4.62 -0.19 -0.21 4.31 -0.26 11.67 0.00 0.44 0.13 -0.09 0.08 -0.81 -0.24 0.29 -0.39 -0.12
Standard Deviation(%) NA 587.72 392.84 354.69 317.53 NA NA 711.56 342.50 276.06 186.82 347.22 313.01 328.91 378.06 247.11 20.11 192.33 232.96 331.18 74.62 409.69 481.18 224.36 79.56
Draw Down(%) NA 98.43 98.43 98.43 98.43 NA NA 98.43 93.10 66.67 60.00 97.50 85.48 94.46 60.00 75.56 11.50 81.58 76.47 80.00 68.18 99.61 73.85 90.41 56.60
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 0.00 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 07/03/2025, Common starting date is 01/15/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RGLG (UHF Logistics Group Inc) -88.85%
Nov 2010 – Nov 2013
-75.54%
Aug 2008 – Aug 2013
-44.81%
Apr 2008 – Apr 2018
-18.19%
Apr 2008 – Apr 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RGLG (UHF Logistics Group Inc) 376.71%
Nov 2017 – Nov 2020
184.08%
Feb 2016 – Feb 2021
77.72%
Feb 2014 – Feb 2024
3.06%
Mar 2010 – Mar 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return