Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UEHPF (Ultra Electronics Holdings plc) | NA | 14.09% | 19.00% | 5.03% | NA | NA | NA | … | … |
Data as of 03/02/2022, Common starting date is 07/27/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UEHPF (Ultra Electronics Holdings plc) | 07/27/2015 | 03/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.09 | 19.00 | 5.03 | NA | NA | NA | … | … | 0.00 | 9.40 | 10.37 | 39.55 | 10.29 | -31.23 | -4.10 | 0.00 |
| Sharpe Ratio | NA | 1.17 | 0.82 | 0.15 | NA | NA | NA | … | … | 0.00 | 0.73 | 0.34 | 1.77 | 0.35 | -0.75 | -1.03 | 0.00 |
| Standard Deviation(%) | NA | 12.04 | 22.58 | 28.35 | NA | NA | NA | … | … | NA | 12.80 | 29.90 | 21.56 | 25.91 | 42.63 | 4.18 | NA |
| Draw Down(%) | NA | 0.79 | 13.08 | 37.28 | NA | NA | NA | … | … | 0.00 | 4.87 | 13.08 | 0.00 | 11.12 | 37.28 | 4.10 | 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 |
Data as of 03/02/2022, Common starting date is 07/27/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEHPF (Ultra Electronics Holdings plc) |
-10.07%
Aug 2015 – Aug 2018 |
1.44%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEHPF (Ultra Electronics Holdings plc) |
23.04%
Nov 2017 – Nov 2020 |
5.03%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart