Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UCBIO (United Community Banks Inc) | NA | 17.02% | 2.81% | NA | NA | NA | NA | … | … |
Data as of 10/08/2024, Common starting date is 06/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UCBIO (United Community Banks Inc) | 06/05/2020 | 10/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.66 | 17.02 | 2.81 | NA | NA | NA | NA | … | … | 10.88 | -1.37 | -2.11 | 6.93 | 14.34 |
| Sharpe Ratio | NA | 0.73 | -0.04 | NA | NA | NA | NA | … | … | 0.52 | -0.16 | -0.25 | 0.65 | 2.21 |
| Standard Deviation(%) | NA | 15.01 | 23.68 | NA | NA | NA | NA | … | … | 14.03 | 36.32 | 14.01 | 10.68 | 11.85 |
| Draw Down(%) | NA | 5.75 | 34.17 | NA | NA | NA | NA | … | … | 5.75 | 32.94 | 12.31 | 3.75 | 2.79 |
| Yield(%) | 0.00 | 7.69 | 6.18 | 5.86 | 2.93 | 1.95 | 1.47 | … | … | 5.64 | 6.75 | 6.18 | 6.21 | 3.53 |
Data as of 10/08/2024, Common starting date is 06/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCBIO (United Community Banks Inc) |
-1.01%
Jul 2020 – Jul 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCBIO (United Community Banks Inc) |
3.46%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart