Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UCB-PI (United Community Banks, Inc) | NA | 10.64% | 7.08% | 5.90% | NA | NA | NA | … | … |
Data as of 09/12/2025, Common starting date is 06/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UCB-PI (United Community Banks, Inc) | 06/04/2020 | 09/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 10.64 | 7.08 | 5.90 | NA | NA | NA | … | … | 6.16 | 14.94 | -1.37 | -2.11 | 6.93 | 14.34 |
| Sharpe Ratio | NA | 0.83 | 0.16 | 0.19 | NA | NA | NA | … | … | 0.66 | 0.88 | -0.14 | -0.25 | 0.65 | 2.25 |
| Standard Deviation(%) | NA | 9.13 | 23.17 | 19.46 | NA | NA | NA | … | … | 9.09 | 12.84 | 36.32 | 14.01 | 10.67 | 11.53 |
| Draw Down(%) | NA | 6.39 | 32.94 | 34.17 | NA | NA | NA | … | … | 6.39 | 5.75 | 32.94 | 12.31 | 3.75 | 2.79 |
| Yield(%) | 0.00 | 7.10 | 6.78 | 6.47 | 3.62 | 2.41 | 1.81 | … | … | 5.21 | 7.53 | 6.75 | 6.18 | 6.21 | 3.53 |
Data as of 09/12/2025, Common starting date is 06/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCB-PI (United Community Banks, Inc) |
-1.01%
Jul 2020 – Jul 2023 |
5.87%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCB-PI (United Community Banks, Inc) |
7.17%
Aug 2022 – Aug 2025 |
6.27%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart