Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNBK (United National Bank) | NA | 34.03% | 27.79% | 22.91% | 14.10% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNBK (United National Bank) | 06/19/2012 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 34.03 | 27.79 | 22.91 | 14.10 | NA | NA | … | … | 25.49 | 20.00 | 16.44 | 21.67 | 0.00 | -6.25 | 2.24 | -6.15 | 36.12 | 27.21 | -12.45 | 17.27 | 4.22 | 0.00 |
| Sharpe Ratio | NA | 1.30 | 1.23 | 0.99 | 0.47 | NA | NA | … | … | 1.23 | 0.91 | 0.66 | 0.94 | 0.00 | -0.16 | 0.06 | -0.17 | 1.28 | 1.02 | -0.72 | 1.14 | 1.69 | 0.00 |
| Standard Deviation(%) | NA | 23.78 | 19.89 | 20.90 | 27.06 | NA | NA | … | … | 27.02 | 14.91 | 18.63 | 21.58 | 16.00 | 41.49 | 14.31 | 44.88 | 27.83 | 26.44 | 17.43 | 15.15 | 2.47 | NA |
| Draw Down(%) | NA | 9.45 | 9.45 | 12.50 | 55.32 | NA | NA | … | … | 9.45 | 3.49 | 7.76 | 8.54 | 12.47 | 35.38 | 6.55 | 33.40 | 9.17 | 12.50 | 15.91 | 6.25 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 5.01 | 4.04 | 2.69 | 1.94 | 1.46 | … | … | 0.00 | 7.06 | 6.16 | 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 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNBK (United National Bank) |
-12.03%
Jan 2018 – Jan 2021 |
-4.93%
Jan 2018 – Jan 2023 |
5.64%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNBK (United National Bank) |
31.44%
May 2020 – May 2023 |
24.44%
Apr 2020 – Apr 2025 |
14.10%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart