Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UCMRX (UCM Short Duration Investor) | NA | -0.37% | NA | NA | NA | NA | NA | … | … |
Data as of 08/13/2013, Common starting date is 12/17/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UCMRX (UCM Short Duration Investor) | 12/17/2010 | 08/13/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.37 | NA | NA | NA | NA | NA | … | … | -1.14 | 3.56 | 3.87 | 0.30 |
| Sharpe Ratio | NA | -0.26 | NA | NA | NA | NA | NA | … | … | -0.98 | 3.29 | 2.44 | 4.88 |
| Standard Deviation(%) | NA | 1.59 | NA | NA | NA | NA | NA | … | … | 1.91 | 1.08 | 1.58 | 1.77 |
| Draw Down(%) | NA | 2.12 | NA | NA | NA | NA | NA | … | … | 2.12 | 0.20 | 0.59 | 0.10 |
| Yield(%) | 0.00 | 1.19 | 1.56 | 0.94 | 0.47 | 0.31 | 0.23 | … | … | 0.42 | 1.58 | 2.65 | 0.00 |
Data as of 08/13/2013, Common starting date is 12/17/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCMRX (UCM Short Duration Investor) |
0.00%
NA |
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 |
|---|---|---|---|---|
| UCMRX (UCM Short Duration Investor) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart