Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
UNEH NA -42.07% -2.22% -62.93% -16.25% -34.18% NA
Data as of 06/05/2026, Common starting date is 09/08/2009
More Performance Analytics Comparison
Name Start Date End Date
UNEH 09/08/2009 06/05/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -42.07 -2.22 -62.93 -16.25 -34.18 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 09/08/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UNEH (UNEH) -90.80%
Oct 2020 – Oct 2023
-78.43%
Jan 2021 – Jan 2026
-47.29%
Oct 2013 – Oct 2023
-44.29%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UNEH (UNEH) 268.40%
Dec 2017 – Dec 2020
126.79%
Oct 2009 – Oct 2014
71.23%
Oct 2009 – Oct 2019
9.88%
Oct 2009 – Oct 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return