Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UDHI (Union Dental Holdings Inc) | NA | 7,726.09% | 321.72% | 137.14% | 27.87% | 5.05% | NA | … | … |
Data as of 05/18/2021, Common starting date is 12/12/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UDHI (Union Dental Holdings Inc) | 12/12/2001 | 05/18/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.70 | 7,726.09 | 321.72 | 137.14 | 27.87 | 5.05 | NA | … | … | 89.47 | 4,650.00 | -9.09 | 10.00 | 42.86 | -65.17 | -89.86 | 466.29 | -2.78 | 176.92 | -68.29 | -19.61 | 104.00 | -66.67 | -81.25 | -60.00 | -81.82 | 37.50 | 900.00 | -99.20 | 0.00 |
| Sharpe Ratio | NA | 37.57 | 1.26 | 0.47 | 0.09 | NA | NA | … | … | 3.01 | 16.67 | -0.04 | 0.03 | 0.16 | -0.17 | -0.27 | 1.69 | -0.01 | 0.42 | -0.15 | -0.06 | 0.44 | -0.30 | -0.64 | -0.38 | -0.53 | 0.03 | 1.14 | -0.04 | NA |
| Standard Deviation(%) | NA | 205.67 | 255.35 | 290.75 | 310.62 | NA | NA | … | … | 150.92 | 274.58 | 280.32 | 276.65 | 264.34 | 373.92 | 329.63 | 275.84 | 211.44 | 429.30 | 444.51 | 345.60 | 237.13 | 223.72 | 131.47 | 164.91 | 157.29 | 907.99 | 2,110.35 | 2,312.65 | 0.00 |
| Draw Down(%) | NA | 58.78 | 85.76 | 92.86 | 98.96 | NA | NA | … | … | 47.34 | 85.76 | 73.08 | 68.97 | 79.31 | 91.43 | 96.88 | 77.55 | 78.67 | 83.33 | 86.25 | 79.78 | 58.33 | 77.78 | 85.71 | 86.96 | 89.19 | 95.00 | 0.00 | 99.20 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/18/2021, Common starting date is 12/12/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDHI (Union Dental Holdings Inc) |
-76.79%
Apr 2004 – Apr 2007 |
-73.73%
Feb 2004 – Feb 2009 |
-45.65%
Feb 2004 – Feb 2014 |
-39.37%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDHI (Union Dental Holdings Inc) |
437.55%
Apr 2018 – Apr 2021 |
155.16%
Mar 2016 – Mar 2021 |
42.36%
Mar 2011 – Mar 2021 |
5.80%
Apr 2006 – Apr 2021 |
Annualized Rolling Returns Comparison Chart