Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMFG (UMF Group Inc) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 09/14/2021, Common starting date is 02/10/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMFG (UMF Group Inc) | 02/10/2012 | 09/14/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 50.00 | -52.38 | -96.56 | -59.33 | 50.00 | -66.67 | 200.00 | -81.82 | -91.13 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.24 | -0.44 | -0.39 | -0.14 | 0.25 | -0.44 | 0.60 | -0.36 | -0.25 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 209.15 | 123.16 | 251.27 | 422.46 | 196.18 | 149.92 | 334.10 | 224.39 | 370.99 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 60.00 | 80.00 | 98.89 | 99.18 | 60.00 | 66.67 | 90.00 | 81.82 | 96.67 |
| Yield(%) | 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 | 0.00 | 0.00 |
Data as of 09/14/2021, Common starting date is 02/10/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMFG (UMF Group Inc) |
-85.58%
Jan 2017 – Jan 2020 |
-70.24%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMFG (UMF Group Inc) |
35.72%
Nov 2013 – Nov 2016 |
-14.38%
Apr 2012 – Apr 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart