Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ULVAF (ULVAC Inc) | NA | 32.44% | 13.15% | 8.94% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ULVAF (ULVAC Inc) | 03/11/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 32.44 | 13.15 | 8.94 | NA | NA | NA | … | … | 32.44 | 6.61 | 2.59 | 3.31 | 2.51 | 2.11 | -135.74 |
| Sharpe Ratio | NA | 1.33 | 0.74 | 0.65 | NA | NA | NA | … | … | 1.69 | 0.66 | -0.42 | 0.58 | 1.00 | 0.89 | NA |
| Standard Deviation(%) | NA | 22.13 | 13.10 | 10.31 | NA | NA | NA | … | … | 25.78 | 4.53 | 2.57 | 3.26 | 2.48 | 2.08 | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 134.44 |
| Yield(%) | 0.00 | 7.95 | 5.59 | 4.49 | 41.85 | 27.90 | 20.92 | … | … | 7.95 | 6.30 | 2.53 | 3.20 | 2.45 | 2.07 | 393.96 |
Data as of 09/26/2025, Common starting date is 03/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ULVAF (ULVAC Inc) |
2.64%
Jun 2019 – Jun 2022 |
3.41%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ULVAF (ULVAC Inc) |
13.15%
Jun 2022 – Jun 2025 |
8.94%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart