Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMLAX | 6.37% | 13.44% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/04/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMLAX | 12/04/2024 | 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 (%) | -4.21 | 13.44 | NA | NA | NA | NA | NA | … | … | 6.37 | 10.67 | -5.95 |
| Sharpe Ratio | NA | 0.65 | NA | NA | NA | NA | NA | … | … | 0.66 | 0.35 | -3.15 |
| Standard Deviation(%) | NA | 16.52 | NA | NA | NA | NA | NA | … | … | 19.58 | 22.49 | 19.29 |
| Draw Down(%) | NA | 16.42 | NA | NA | NA | NA | NA | … | … | 13.91 | 22.99 | 6.42 |
| Yield(%) | 0.00 | 27.84 | 10.81 | 6.49 | 3.24 | 2.16 | 1.62 | … | … | 0.00 | 28.79 | 7.21 |
Data as of 06/05/2026, Common starting date is 12/04/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMLAX (UMLAX) |
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 |
|---|---|---|---|---|
| UMLAX (UMLAX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart