Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBLXF (u-blox Holding AG) | 4.80% | 47.57% | 11.47% | 21.51% | -0.32% | NA | NA | … | … |
Data as of 05/15/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBLXF (u-blox Holding AG) | 06/19/2012 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 47.57 | 11.47 | 21.51 | -0.32 | NA | NA | … | … | 4.80 | 95.87 | -34.29 | 8.60 | 65.12 | 6.73 | -23.73 | 13.29 | -57.74 | 5.84 | -16.35 | 59.62 | 168.12 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 1.30 | 0.20 | 0.46 | -0.05 | NA | NA | … | … | 1.26 | 1.97 | -1.20 | 0.09 | 1.35 | 0.24 | -0.41 | 0.31 | -0.98 | 0.27 | -0.76 | 1.94 | 1.77 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 34.48 | 41.84 | 41.70 | 42.51 | NA | NA | … | … | 8.66 | 48.39 | 34.18 | 49.66 | 47.34 | 27.89 | 57.57 | 38.13 | 60.11 | 19.49 | 21.83 | 30.77 | 95.00 | NA | NA |
| Draw Down(%) | NA | 8.17 | 44.73 | 46.31 | 73.86 | NA | NA | … | … | 1.08 | 15.60 | 39.92 | 40.22 | 14.25 | 18.54 | 43.34 | 25.44 | 62.62 | 15.25 | 17.51 | 0.84 | 7.59 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.27 | 1.91 | 0.67 | 2.29 | 1.72 | … | … | 0.00 | 0.00 | 0.82 | 3.60 | 1.82 | 0.00 | 0.68 | 2.02 | 1.18 | 1.16 | 0.89 | 1.16 | 2.50 | 0.00 | 0.00 |
Data as of 05/15/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBLXF (u-blox Holding AG) |
-35.28%
Apr 2017 – Apr 2020 |
-22.43%
Sep 2015 – Sep 2020 |
-6.58%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBLXF (u-blox Holding AG) |
62.36%
Dec 2012 – Dec 2015 |
33.77%
Feb 2013 – Feb 2018 |
11.02%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart