Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMMA (Wahed Dow Jones Islamic World ETF) | 23.75% | 42.26% | 20.12% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/07/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMMA (Wahed Dow Jones Islamic World ETF) | 01/07/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.77 | 42.26 | 20.12 | NA | NA | NA | NA | … | … | 23.75 | 26.69 | 4.71 | 18.84 | -21.62 |
| Sharpe Ratio | NA | 1.87 | 0.87 | NA | NA | NA | NA | … | … | 2.21 | 1.24 | 0.07 | 0.95 | -0.91 |
| Standard Deviation(%) | NA | 21.21 | 19.31 | NA | NA | NA | NA | … | … | 27.98 | 19.27 | 16.62 | 16.08 | 25.86 |
| Draw Down(%) | NA | 14.92 | 18.73 | NA | NA | NA | NA | … | … | 14.92 | 17.78 | 10.15 | 15.09 | 34.17 |
| Yield(%) | 0.00 | 1.39 | 1.18 | 0.97 | 0.49 | 0.32 | 0.24 | … | … | 0.40 | 1.28 | 0.96 | 1.27 | 1.36 |
Data as of 06/05/2026, Common starting date is 01/07/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMMA (Wahed Dow Jones Islamic World ETF) |
3.28%
Mar 2022 – Mar 2025 |
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 |
|---|---|---|---|---|
| UMMA (Wahed Dow Jones Islamic World ETF) |
23.11%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart