Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UASPX (United Association S&P 500 Index I) | NA | 18.62% | 12.09% | 18.25% | 6.60% | NA | NA | … | … |
Data as of 02/04/2014, Common starting date is 03/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UASPX (United Association S&P 500 Index I) | 03/27/2000 | 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 | 18.62 | 12.09 | 18.25 | 6.60 | NA | NA | … | … | 0.00 | 24.54 | 15.70 | 2.09 | 14.60 | 26.75 | -36.68 | 5.47 | 15.92 | 4.79 | 10.81 | 28.59 | -22.52 | -12.68 | -12.30 |
| Sharpe Ratio | NA | 1.86 | 0.73 | 0.96 | 0.27 | NA | NA | … | … | 0.00 | 2.33 | 1.24 | 0.09 | 0.80 | 0.98 | -0.92 | 0.15 | 1.26 | 0.25 | 0.89 | 1.63 | -0.91 | -0.71 | -0.94 |
| Standard Deviation(%) | NA | 10.01 | 16.52 | 18.86 | 20.54 | NA | NA | … | … | NA | 10.52 | 12.70 | 23.51 | 18.08 | 27.20 | 40.82 | 15.95 | 10.04 | 10.33 | 11.13 | 17.07 | 26.00 | 21.57 | 21.08 |
| Draw Down(%) | NA | 5.64 | 18.76 | 21.86 | 54.95 | NA | NA | … | … | 0.00 | 5.64 | 9.56 | 18.76 | 15.86 | 27.02 | 47.55 | 9.88 | 7.30 | 7.00 | 7.48 | 13.76 | 33.32 | 29.36 | 15.61 |
| Yield(%) | 0.00 | 1.41 | 1.72 | 2.65 | 2.07 | 1.23 | 0.92 | … | … | 0.00 | 1.44 | 2.11 | 1.55 | 1.88 | 2.28 | 1.75 | 1.87 | 2.00 | 1.90 | 2.04 | 1.77 | 1.04 | 0.55 | 0.78 |
Data as of 02/04/2014, Common starting date is 03/27/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UASPX (United Association S&P 500 Index I) |
-14.93%
Feb 2006 – Feb 2009 |
-6.53%
Feb 2004 – Feb 2009 |
-1.90%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UASPX (United Association S&P 500 Index I) |
25.40%
Feb 2009 – Feb 2012 |
18.45%
Jan 2009 – Jan 2014 |
8.50%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart