Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UCLQF (UltraTech Cement Limited) | NA | 0.82% | 0.57% | 14.05% | 11.19% | NA | NA | … | … |
Data as of 05/12/2025, Common starting date is 12/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UCLQF (UltraTech Cement Limited) | 12/24/2013 | 05/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.82 | 0.57 | 14.05 | 11.19 | NA | NA | … | … | 0.00 | 0.82 | 0.45 | 0.46 | 88.98 | 0.34 | 10.64 | -7.43 | -7.06 | 53.86 | 2.22 | 33.75 | 0.00 |
| Sharpe Ratio | NA | -3.10 | -4.46 | 0.20 | 0.21 | NA | NA | … | … | 0.00 | -3.45 | -7.25 | -2.09 | 0.67 | 0.00 | 0.43 | -1.10 | -0.39 | 1.28 | 0.10 | 0.97 | 0.00 |
| Standard Deviation(%) | NA | 0.82 | 0.60 | 60.47 | 46.68 | NA | NA | … | … | NA | 0.81 | 0.45 | 0.46 | 132.80 | 31.52 | 21.16 | 8.02 | 20.10 | 41.77 | 22.69 | 34.88 | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 45.36 | 45.36 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 45.36 | 19.80 | 8.33 | 7.69 | 15.99 | 0.00 | 16.58 | 7.14 | 0.00 |
| Yield(%) | 0.00 | 0.81 | 0.57 | 0.89 | 0.86 | 0.80 | 0.60 | … | … | 0.00 | 0.81 | 0.44 | 0.46 | 0.91 | 0.32 | 0.34 | 0.28 | 0.27 | 0.37 | 0.38 | 0.54 | 0.00 |
Data as of 05/12/2025, Common starting date is 12/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCLQF (UltraTech Cement Limited) |
-4.81%
May 2017 – May 2020 |
4.07%
Jul 2015 – Jul 2020 |
11.10%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCLQF (UltraTech Cement Limited) |
30.42%
Jan 2014 – Jan 2017 |
21.85%
Aug 2016 – Aug 2021 |
14.99%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart