Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMEBX | 26.42% | 51.73% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/12/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMEBX | 12/12/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.03 | 51.73 | NA | NA | NA | NA | NA | … | … | 26.42 | 31.14 | -2.59 |
| Sharpe Ratio | NA | 2.14 | NA | NA | NA | NA | NA | … | … | 2.26 | 1.55 | -3.57 |
| Standard Deviation(%) | NA | 22.98 | NA | NA | NA | NA | NA | … | … | 31.09 | 18.36 | 12.75 |
| Draw Down(%) | NA | 14.32 | NA | NA | NA | NA | NA | … | … | 14.32 | 16.55 | 2.73 |
| Yield(%) | 0.00 | 5.64 | 2.39 | 1.43 | 0.72 | 0.48 | 0.36 | … | … | 0.00 | 6.17 | 1.24 |
Data as of 06/05/2026, Common starting date is 12/12/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMEBX (UMEBX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMEBX (UMEBX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart