Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UCBI (United Community Banks Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 08/07/2024, Common starting date is 03/18/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UCBI (United Community Banks Inc) | 03/18/2002 | 08/07/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | -10.44 | -3.48 | 29.41 | -4.62 | 47.42 | -22.16 | -3.67 | 54.13 | 4.08 | 7.68 | 88.03 | 35.05 | -85.66 | -42.48 | -74.46 | -12.72 | -50.36 | 22.59 | 0.11 | -17.22 | 36.42 | 12.02 |
| Sharpe Ratio | NA | -0.03 | 0.02 | 0.06 | 0.21 | NA | NA | … | … | -0.12 | -0.39 | -0.17 | 0.95 | -0.07 | 1.86 | -0.94 | -0.18 | 2.10 | 0.17 | 0.28 | 3.61 | 0.87 | -0.49 | -0.63 | -0.82 | -0.14 | -1.37 | 0.78 | -0.07 | -0.36 | 1.10 | 0.40 |
| Standard Deviation(%) | NA | 31.76 | 32.37 | 41.50 | 34.26 | NA | NA | … | … | 29.81 | 38.38 | 29.45 | 30.96 | 67.73 | 24.69 | 25.02 | 24.64 | 25.69 | 23.65 | 27.26 | 24.35 | 40.47 | 174.99 | 67.56 | 90.79 | 96.10 | 39.07 | 24.92 | 29.74 | 50.28 | 32.57 | 35.88 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 39.41 | 27.54 | 22.65 | 48.35 | 19.94 | 38.58 | 16.97 | 17.65 | 15.49 | 23.37 | 10.07 | 37.23 | 90.73 | 79.47 | 82.28 | 60.96 | 55.14 | 10.91 | 19.04 | 42.05 | 15.48 | 26.45 |
| Yield(%) | 0.00 | 3.05 | 2.89 | 3.08 | 3.82 | 1.09 | 0.58 | … | … | 1.58 | 2.73 | 2.38 | 2.77 | 2.32 | 3.11 | 2.07 | 1.28 | 1.57 | 1.18 | 0.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.20 | 1.13 | 1.24 | 1.06 | 1.12 | 1.21 | 1.34 |
Data as of 08/07/2024, Common starting date is 03/18/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCBI (United Community Banks Inc) |
-72.45%
Dec 2008 – Dec 2011 |
-61.21%
Nov 2006 – Nov 2011 |
-35.91%
Jul 2002 – Jul 2012 |
-21.11%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCBI (United Community Banks Inc) |
45.95%
Jul 2012 – Jul 2015 |
34.40%
Dec 2011 – Dec 2016 |
19.61%
Dec 2011 – Dec 2021 |
-6.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart