Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UFGSY (Unipol Gruppo SpA ADR) | 22.57% | 41.62% | 92.28% | 55.36% | 57.01% | 17.75% | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/13/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UFGSY (Unipol Gruppo SpA ADR) | 01/13/2009 | 06/09/2026 |
| 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.05 | 41.62 | 92.28 | 55.36 | 57.01 | 17.75 | NA | … | … | 22.57 | 185.06 | 104.25 | 37.65 | -18.38 | -89.89 | 0.00 | 1,910.00 | 0.00 | -94.29 | -56.25 | 19.76 | 2,936.36 | -98.98 | 34.62 | -65.22 | -62.90 | -23.46 |
| Sharpe Ratio | NA | 0.80 | 1.50 | 1.08 | 0.39 | NA | NA | … | … | 0.74 | 2.76 | 1.56 | 1.45 | -0.64 | -0.30 | 0.00 | 6.36 | 0.00 | -0.33 | -0.77 | 1.11 | 8.60 | -0.22 | 0.08 | -0.31 | -0.44 | -0.17 |
| Standard Deviation(%) | NA | 36.91 | 56.94 | 47.52 | 140.03 | NA | NA | … | … | 53.54 | 67.71 | 63.41 | 23.25 | 30.90 | 324.97 | NA | 300.07 | NA | 286.79 | 73.21 | 17.77 | 341.32 | 459.79 | 449.97 | 207.68 | 141.96 | 140.20 |
| Draw Down(%) | NA | 17.32 | 20.55 | 27.21 | 94.29 | NA | NA | … | … | 17.32 | 20.55 | 0.00 | 0.39 | 27.21 | 92.53 | 0.00 | 0.00 | 0.00 | 94.29 | 68.50 | 5.59 | 0.00 | 98.99 | 94.62 | 83.33 | 68.18 | 72.84 |
| Yield(%) | 0.00 | 0.00 | 9.00 | 8.87 | 12.83 | 0.89 | 0.59 | … | … | 0.00 | 10.17 | 7.08 | 9.01 | 5.88 | 7.96 | 0.00 | 200.00 | 110.00 | 5.71 | 2.50 | 2.69 | 100.00 | 0.93 | 14.75 | 0.00 | 10.16 | 0.00 |
Data as of 06/09/2026, Common starting date is 01/13/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFGSY (Unipol Gruppo SpA ADR) |
-85.76%
Mar 2010 – Mar 2013 |
-63.90%
Feb 2009 – Feb 2014 |
-35.73%
Apr 2009 – Apr 2019 |
-0.91%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFGSY (Unipol Gruppo SpA ADR) |
393.14%
Feb 2018 – Feb 2021 |
165.49%
Jun 2017 – Jun 2022 |
72.41%
Mar 2013 – Mar 2023 |
16.89%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart