Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UDI (USCF Dividend Income Fund) | 10.81% | 23.86% | 17.05% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/08/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UDI (USCF Dividend Income Fund) | 06/08/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.73 | 23.86 | 17.05 | NA | NA | NA | NA | … | … | 10.81 | 14.22 | 17.08 | 6.34 | 3.81 |
| Sharpe Ratio | NA | 2.06 | 1.09 | NA | NA | NA | NA | … | … | 2.40 | 0.75 | 1.17 | 0.21 | 0.23 |
| Standard Deviation(%) | NA | 10.28 | 12.60 | NA | NA | NA | NA | … | … | 10.23 | 15.24 | 11.52 | 12.63 | 19.81 |
| Draw Down(%) | NA | 5.67 | 14.17 | NA | NA | NA | NA | … | … | 5.67 | 14.17 | 6.25 | 12.81 | 14.09 |
| Yield(%) | 0.00 | 2.97 | 4.40 | 3.19 | 1.59 | 1.06 | 0.80 | … | … | 1.51 | 2.70 | 5.88 | 2.69 | 1.83 |
Data as of 06/05/2026, Common starting date is 06/08/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDI (USCF Dividend Income Fund) |
10.68%
Nov 2022 – Nov 2025 |
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 |
|---|---|---|---|---|
| UDI (USCF Dividend Income Fund) |
17.07%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart