Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UILCY (United Industrial Corporation Ltd ADR) | NA | 2.63% | -7.30% | -6.98% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UILCY (United Industrial Corporation Ltd ADR) | 02/01/2016 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.63 | -7.30 | -6.98 | NA | NA | NA | … | … | 2.63 | -12.30 | -11.48 | -19.52 | 8.65 | 2.43 | 1.07 | 8.02 | 11.59 | -2.28 |
| Sharpe Ratio | NA | -0.06 | -0.35 | -0.28 | NA | NA | NA | … | … | 0.20 | -0.65 | -0.37 | -0.51 | 0.22 | 1.29 | -0.38 | 0.97 | 1.10 | -0.44 |
| Standard Deviation(%) | NA | 7.11 | 30.80 | 33.25 | NA | NA | NA | … | … | 3.04 | 24.67 | 41.71 | 41.42 | 38.43 | 1.69 | 1.06 | 6.86 | 9.97 | 6.14 |
| Draw Down(%) | NA | 3.28 | 24.92 | 39.58 | NA | NA | NA | … | … | 0.00 | 16.77 | 18.36 | 28.47 | 20.76 | 0.00 | 0.00 | 0.00 | 0.00 | 5.91 |
| Yield(%) | 0.00 | 2.56 | 1.66 | 2.97 | 2.40 | 1.60 | 1.20 | … | … | 2.56 | 1.87 | 1.42 | 9.29 | 1.10 | 2.39 | 1.06 | 0.99 | 1.06 | 1.06 |
Data as of 09/26/2025, Common starting date is 02/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UILCY (United Industrial Corporation Ltd ADR) |
-14.51%
Dec 2021 – Dec 2024 |
-7.01%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UILCY (United Industrial Corporation Ltd ADR) |
6.85%
May 2017 – May 2020 |
6.28%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart