Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UFMG (Universal Mfg. Co) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | NA | … | … |
Data as of 08/17/2023, Common starting date is 10/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UFMG (Universal Mfg. Co) | 10/08/2003 | 08/17/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | … | … | -100.00 | 0.00 | -85.71 | 600.00 | -99.64 | -72.77 | -22.31 | -33.33 | 25.81 | 103.95 | 16.92 | -1.52 | -2.94 | 60.00 | -22.73 | -18.52 | -20.59 | 27.82 | -16.87 | 68.42 | 26.67 |
| Sharpe Ratio | NA | -0.01 | -0.05 | -0.17 | -0.15 | NA | NA | … | … | -0.01 | 0.00 | -0.16 | 1.08 | -0.20 | -0.61 | -0.52 | -1.06 | 0.55 | 1.43 | 0.22 | -0.03 | -0.09 | 1.33 | -0.28 | -0.30 | -0.33 | 0.38 | -0.20 | 0.42 | 2.12 |
| Standard Deviation(%) | NA | 354.85 | 472.77 | 454.75 | 323.62 | NA | NA | … | … | 418.62 | 278.37 | 538.98 | 550.96 | 493.51 | 120.68 | 44.34 | 31.67 | 46.55 | 72.73 | 75.61 | 50.56 | 33.39 | 45.00 | 82.39 | 63.84 | 71.70 | 64.52 | 94.77 | 161.06 | 84.08 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 50.00 | 92.86 | 93.33 | 99.64 | 83.93 | 45.41 | 48.72 | 27.06 | 25.00 | 37.45 | 24.40 | 18.12 | 16.25 | 57.14 | 35.71 | 46.47 | 43.48 | 55.00 | 54.29 | 16.67 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 1.84 | … | … | 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 | 6.66 | 4.71 | 5.56 | 2.80 | 0.00 | 0.00 |
Data as of 08/17/2023, Common starting date is 10/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFMG (Universal Mfg. Co) |
-90.84%
Dec 2016 – Dec 2019 |
-77.67%
Jun 2017 – Jun 2022 |
-49.35%
Mar 2013 – Mar 2023 |
-36.22%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFMG (Universal Mfg. Co) |
44.22%
Dec 2012 – Dec 2015 |
38.67%
Sep 2009 – Sep 2014 |
11.36%
Dec 2005 – Dec 2015 |
-2.63%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison Chart