Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNHRF | NA | 15.16% | NA | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 12/07/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNHRF | 12/07/2023 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.16 | NA | NA | NA | NA | NA | … | … | 15.16 | -4.19 | 0.00 |
| Sharpe Ratio | NA | 1.45 | NA | NA | NA | NA | NA | … | … | 1.87 | -0.31 | NA |
| Standard Deviation(%) | NA | 8.35 | NA | NA | NA | NA | NA | … | … | 9.73 | 24.87 | 0.00 |
| Draw Down(%) | NA | 0.00 | NA | NA | NA | NA | NA | … | … | 0.00 | 15.22 | 0.00 |
| Yield(%) | 0.00 | 17.08 | 7.25 | 4.35 | 2.17 | 1.45 | 1.09 | … | … | 17.08 | 8.56 | 0.00 |
Data as of 09/26/2025, Common starting date is 12/07/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNHRF (UNHRF) |
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 |
|---|---|---|---|---|
| UNHRF (UNHRF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart