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
UBNSF NA 0.00% 0.00% 71.88% NA NA NA
Data as of 11/08/2024, Common starting date is 11/07/2016
More Performance Analytics Comparison
Name Start Date End Date
UBNSF 11/07/2016 11/08/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 0.00 0.00 71.88 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/08/2024, Common starting date is 11/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UBNSF (UBNSF) -41.52%
Dec 2016 – Dec 2019
24.57%
Dec 2017 – Dec 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UBNSF (UBNSF) 146.62%
Dec 2018 – Dec 2021
71.88%
Jun 2018 – Jun 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return