Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UEPEP (Union Electric Company) | NA | 3.95% | -2.74% | -1.74% | 2.13% | 4.62% | 4.27% | … | … |
Data as of 07/17/2025, Common starting date is 04/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UEPEP (Union Electric Company) | 04/17/1980 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 3.95 | -2.74 | -1.74 | 2.13 | 4.62 | 4.27 | … | … | 0.85 | 5.22 | 0.12 | -18.69 | 3.31 | 5.90 | 6.75 | 4.73 | 3.83 | 10.44 | 7.09 | 9.52 | -1.11 | 10.17 | 24.17 | 12.77 | 21.93 | -16.92 | -1.59 | 6.79 | 6.03 | 5.38 | 21.69 | 11.77 | 9.92 | 3.70 | -14.21 | 20.82 | 17.51 | 17.56 | 17.12 | -6.81 | 18.88 | 9.40 | 25.90 | 8.50 | 24.56 | 11.92 | -13.12 | 37.35 | 20.73 | 4.17 | -4.35 | 18.97 | -9.38 | 1.59 |
| Sharpe Ratio | NA | -0.03 | -0.24 | -0.17 | 0.03 | NA | NA | … | … | -0.09 | 0.07 | -0.10 | -0.70 | 0.45 | 0.48 | 0.61 | 0.33 | 0.19 | 1.11 | 0.57 | 0.62 | -0.07 | 0.60 | 1.15 | 0.71 | 1.34 | -0.96 | -0.21 | 0.29 | 0.40 | 0.28 | 1.80 | 0.87 | 1.04 | -0.05 | -1.31 | 2.55 | 1.50 | 0.67 | 0.92 | -0.60 | 1.17 | 0.80 | 1.33 | 0.24 | 1.20 | 0.42 | -0.87 | 1.48 | 0.42 | -0.11 | -0.61 | 0.52 | -0.93 | -0.21 |
| Standard Deviation(%) | NA | 24.70 | 27.85 | 23.67 | 18.60 | NA | NA | … | … | 16.84 | 22.86 | 34.44 | 28.32 | 7.48 | 11.66 | 8.60 | 10.18 | 17.01 | 9.17 | 12.28 | 15.25 | 15.84 | 16.88 | 20.98 | 17.90 | 16.31 | 18.50 | 23.19 | 11.59 | 9.34 | 15.92 | 11.63 | 12.27 | 7.30 | 10.19 | 13.42 | 6.81 | 9.16 | 20.50 | 14.23 | 16.59 | 14.22 | 8.55 | 16.48 | 12.67 | 15.45 | 16.67 | 19.80 | 22.21 | 36.69 | 25.94 | 17.27 | 21.47 | 21.31 | 26.69 |
| Draw Down(%) | NA | 11.18 | 27.49 | 27.49 | 27.49 | NA | NA | … | … | 6.35 | 11.18 | 27.49 | 21.62 | 3.46 | 7.06 | 4.95 | 4.26 | 5.00 | 4.37 | 4.86 | 5.88 | 10.18 | 6.86 | 8.09 | 8.65 | 8.78 | 19.51 | 18.19 | 5.17 | 5.45 | 14.46 | 10.35 | 9.87 | 3.62 | 4.98 | 18.76 | 1.67 | 3.78 | 12.68 | 5.43 | 14.03 | 8.93 | 5.00 | 6.14 | 7.33 | 6.25 | 6.33 | 26.73 | 13.76 | 20.79 | 16.67 | 10.81 | 9.59 | 18.18 | 23.03 |
| Yield(%) | 0.00 | 6.06 | 4.80 | 4.19 | 4.61 | 5.75 | 5.12 | … | … | 4.61 | 6.12 | 5.75 | 4.47 | 4.42 | 4.47 | 4.56 | 4.56 | 4.52 | 4.80 | 4.83 | 5.07 | 4.77 | 5.01 | 5.88 | 6.25 | 7.12 | 4.24 | 5.27 | 5.34 | 5.36 | 5.33 | 6.16 | 6.47 | 6.66 | 6.46 | 5.24 | 5.99 | 6.60 | 7.24 | 7.86 | 6.81 | 7.54 | 7.63 | 8.81 | 8.62 | 9.91 | 10.05 | 8.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/17/2025, Common starting date is 04/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEPEP (Union Electric Company) |
-7.56%
Oct 2020 – Oct 2023 |
-2.51%
Oct 2018 – Oct 2023 |
1.94%
Oct 2013 – Oct 2023 |
4.46%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEPEP (Union Electric Company) |
23.85%
Apr 1984 – Apr 1987 |
18.77%
Nov 1988 – Nov 1993 |
15.09%
Aug 1988 – Aug 1998 |
15.13%
Apr 1984 – Apr 1999 |
Annualized Rolling Returns Comparison Chart