Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UAIIX (United Association S&P 500 Index II) | NA | 18.42% | 11.83% | 17.35% | 5.14% | NA | NA | … | … |
Data as of 02/04/2014, Common starting date is 11/13/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UAIIX (United Association S&P 500 Index II) | 11/13/2000 | 02/04/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.42 | 11.83 | 17.35 | 5.14 | NA | NA | … | … | 0.00 | 24.34 | 15.68 | 1.58 | 13.45 | 24.05 | -38.14 | 3.71 | 13.65 | 2.85 | 8.68 | 26.33 | -23.50 | -13.12 | -2.34 |
| Sharpe Ratio | NA | 1.84 | 0.71 | 0.92 | 0.20 | NA | NA | … | … | 0.00 | 2.32 | 1.24 | 0.07 | 0.74 | 0.88 | -0.95 | 0.04 | 1.02 | 0.07 | 0.69 | 1.50 | -0.94 | -0.74 | -0.89 |
| Standard Deviation(%) | NA | 9.98 | 16.54 | 18.88 | 20.58 | NA | NA | … | … | NA | 10.49 | 12.73 | 23.48 | 18.17 | 27.21 | 40.85 | 16.08 | 10.15 | 10.41 | 11.16 | 17.11 | 26.04 | 21.34 | 23.82 |
| Draw Down(%) | NA | 5.65 | 18.71 | 21.89 | 56.18 | NA | NA | … | … | 0.00 | 5.65 | 9.57 | 18.71 | 16.18 | 27.06 | 48.40 | 9.81 | 7.41 | 7.43 | 8.20 | 13.76 | 33.80 | 29.60 | 8.31 |
| Yield(%) | 0.00 | 1.36 | 1.68 | 1.86 | 0.69 | 0.38 | 0.29 | … | … | 0.00 | 1.40 | 2.06 | 1.52 | 0.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/04/2014, Common starting date is 11/13/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UAIIX (United Association S&P 500 Index II) |
-16.59%
Feb 2006 – Feb 2009 |
-8.35%
Feb 2004 – Feb 2009 |
-0.56%
Jan 2001 – Jan 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UAIIX (United Association S&P 500 Index II) |
23.90%
Feb 2009 – Feb 2012 |
17.55%
Jan 2009 – Jan 2014 |
6.92%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart