Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UEPCO (Union Electric Company) | -1.40% | 9.35% | 5.31% | 0.27% | 4.41% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UEPCO (Union Electric Company) | 03/15/2012 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.35 | 5.31 | 0.27 | 4.41 | NA | NA | … | … | -1.40 | 18.73 | 3.11 | 2.65 | -37.79 | 48.97 | -6.90 | 26.87 | -1.74 | 10.81 | 3.52 | 7.34 | 7.79 | 1.26 | 13.74 |
| Sharpe Ratio | NA | 0.20 | 0.05 | -0.03 | 0.05 | NA | NA | … | … | -0.17 | 0.51 | -0.01 | -0.01 | -0.31 | 1.23 | -0.38 | 1.64 | -0.18 | 0.63 | 0.04 | 1.68 | 0.35 | 0.23 | 2.68 |
| Standard Deviation(%) | NA | 33.06 | 45.27 | 74.58 | 53.67 | NA | NA | … | … | 33.33 | 31.27 | 41.03 | 80.17 | 125.58 | 39.84 | 18.76 | 15.48 | 17.56 | 16.12 | 78.79 | 4.35 | 22.35 | 5.34 | 6.58 |
| Draw Down(%) | NA | 11.89 | 32.01 | 46.70 | 46.70 | NA | NA | … | … | 11.89 | 9.51 | 22.72 | 32.01 | 46.70 | 13.91 | 10.91 | 4.62 | 8.18 | 7.98 | 40.90 | 1.85 | 14.17 | 4.49 | 0.00 |
| Yield(%) | 0.00 | 6.11 | 5.79 | 4.36 | 5.33 | 5.35 | 4.01 | … | … | 2.84 | 6.35 | 6.16 | 5.97 | 3.54 | 5.01 | 4.45 | 5.36 | 5.00 | 5.26 | 5.16 | 5.26 | 5.37 | 5.16 | 4.22 |
Data as of 06/05/2026, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEPCO (Union Electric Company) |
-13.01%
Dec 2021 – Dec 2024 |
-3.53%
Apr 2016 – Apr 2021 |
-0.88%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEPCO (Union Electric Company) |
25.90%
Apr 2013 – Apr 2016 |
14.53%
Nov 2016 – Nov 2021 |
6.14%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart