Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBQAAX | NA | -56,651.22% | nan% | nan% | NA | NA | NA | … | … |
Data as of 07/09/2024, Common starting date is 01/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBQAAX | 01/10/2019 | 07/09/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -43,041.09 | -56,651.22 | nan | nan | NA | NA | NA | … | … | -50,746.27 | 48.31 | -23.68 | 6.22 | -0.06 | 7.56 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 2.35 | -0.81 | 0.33 | -0.01 | 0.64 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 18.91 | 31.14 | 18.61 | 27.56 | 9.99 |
| Draw Down(%) | NA | 42,184.55 | 42,184.55 | 42,184.55 | NA | NA | NA | … | … | 42,184.55 | 12.06 | 27.44 | 13.16 | 28.99 | 7.43 |
| Yield(%) | 0.00 | 0.65 | 0.38 | 0.23 | 0.12 | 0.08 | 0.06 | … | … | 121.44 | 0.77 | 0.14 | 0.00 | 0.00 | 0.00 |
Data as of 07/09/2024, Common starting date is 01/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBQAAX (UBQAAX) |
-6.57%
Dec 2019 – Dec 2022 |
5.18%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBQAAX (UBQAAX) |
13.21%
Mar 2021 – Mar 2024 |
7.85%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart