Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UCBJY (UCB SA ADR) | 8.98% | 62.19% | 50.54% | 26.40% | 16.76% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UCBJY (UCB SA ADR) | 08/06/2012 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.10 | 62.19 | 50.54 | 26.40 | 16.76 | NA | NA | … | … | 8.98 | 42.12 | 130.84 | 13.51 | -30.37 | 12.30 | 29.97 | -0.96 | 10.06 | 20.11 | -27.66 | 19.81 | 7.07 | 28.95 | 20.45 |
| Sharpe Ratio | NA | 1.72 | 1.51 | 0.84 | 0.50 | NA | NA | … | … | 0.44 | 1.02 | 5.03 | 0.40 | -1.02 | 0.54 | 0.60 | -0.12 | 0.40 | 0.73 | -0.90 | 0.73 | 0.29 | 1.23 | 2.12 |
| Standard Deviation(%) | NA | 34.19 | 31.84 | 30.07 | 30.45 | NA | NA | … | … | 35.38 | 38.73 | 25.32 | 24.99 | 31.40 | 22.60 | 49.38 | 20.01 | 21.66 | 26.63 | 30.94 | 27.18 | 24.11 | 23.58 | 28.18 |
| Draw Down(%) | NA | 21.56 | 32.20 | 46.82 | 49.16 | NA | NA | … | … | 21.56 | 32.20 | 12.22 | 26.29 | 46.82 | 15.31 | 34.97 | 21.17 | 14.65 | 25.10 | 34.85 | 14.06 | 23.53 | 19.63 | 2.31 |
| Yield(%) | 0.00 | 0.90 | 1.73 | 1.64 | 2.03 | 2.79 | 2.09 | … | … | 0.62 | 0.80 | 1.67 | 2.59 | 1.25 | 1.45 | 1.66 | 1.69 | 1.88 | 1.91 | 1.36 | 1.47 | 1.96 | 2.30 | 0.00 |
Data as of 06/10/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCBJY (UCB SA ADR) |
-10.12%
Jul 2020 – Jul 2023 |
-3.62%
Aug 2014 – Aug 2019 |
2.66%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCBJY (UCB SA ADR) |
60.51%
Sep 2022 – Sep 2025 |
27.40%
Mar 2021 – Mar 2026 |
16.77%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart