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
UACJF (UACJ Corp) NA 47.52% 13.84% 8.09% NA NA NA
Data as of 09/26/2025, Common starting date is 11/14/2016
More Performance Analytics Comparison
Name Start Date End Date
UACJF (UACJ Corp) 11/14/2016 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2019 2018 2017 2016
Annualized Return (%) 0.00 47.52 13.84 8.09 NA NA NA 23.21 19.73 -104.62 0.00 2,222.46 0.00
Sharpe Ratio NA 1.61 0.47 0.26 NA NA NA 1.22 0.10 NA 0.00 NA 0.00
Standard Deviation(%) NA 27.62 24.62 22.75 NA NA NA 24.42 24.98 NA NA NA NA
Draw Down(%) NA 0.00 0.00 0.00 NA NA NA 0.00 0.00 104.62 0.00 421.79 0.00
Yield(%) 0.00 35.31 11.77 7.06 206.38 137.59 103.19 18.83 16.48 2,264.15 0.00 184.62 0.00
Data as of 09/26/2025, Common starting date is 11/14/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UACJF (UACJ Corp) -25.54%
Aug 2021 – Aug 2024
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
UACJF (UACJ Corp) 15.90%
Aug 2022 – Aug 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return