Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNLYF (Unilever PLC) | -10.51% | -16.43% | 6.24% | 1.37% | 4.95% | 6.71% | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNLYF (Unilever PLC) | 04/06/2010 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.81 | -16.43 | 6.24 | 1.37 | 4.95 | 6.71 | NA | … | … | -10.51 | 6.17 | 28.45 | -3.00 | -2.80 | -8.94 | 11.26 | 14.91 | -4.48 | 41.74 | -1.99 | 10.40 | 2.48 | 7.04 | 19.59 | 12.39 | 3.48 |
| Sharpe Ratio | NA | -0.46 | 0.01 | -0.06 | 0.09 | NA | NA | … | … | -1.22 | 0.07 | 0.72 | -0.23 | -0.11 | -0.28 | 0.27 | 0.66 | -0.25 | 1.77 | -0.10 | 0.44 | 0.12 | 0.42 | 1.24 | 0.63 | 0.20 |
| Standard Deviation(%) | NA | 40.15 | 37.62 | 36.52 | 32.59 | NA | NA | … | … | 26.77 | 48.34 | 34.46 | 29.20 | 38.05 | 31.49 | 40.75 | 20.36 | 23.34 | 23.37 | 23.14 | 23.48 | 21.34 | 16.76 | 15.91 | 19.56 | 22.50 |
| Draw Down(%) | NA | 24.41 | 24.41 | 29.75 | 30.65 | NA | NA | … | … | 24.41 | 12.73 | 16.45 | 18.22 | 21.46 | 17.86 | 26.57 | 12.48 | 11.02 | 9.49 | 20.06 | 15.12 | 15.65 | 13.64 | 8.47 | 11.52 | 13.12 |
| Yield(%) | 0.00 | 4.78 | 5.49 | 3.99 | 4.45 | 5.41 | 4.59 | … | … | 1.70 | 6.83 | 4.71 | 3.63 | 3.36 | 3.45 | 3.20 | 3.49 | 3.03 | 3.77 | 3.53 | 3.60 | 4.16 | 2.55 | 2.41 | 2.80 | 1.84 |
Data as of 06/10/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNLYF (Unilever PLC) |
-7.08%
Aug 2019 – Aug 2022 |
-2.52%
Sep 2017 – Sep 2022 |
4.66%
Oct 2013 – Oct 2023 |
6.63%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNLYF (Unilever PLC) |
19.66%
May 2010 – May 2013 |
15.12%
May 2012 – May 2017 |
11.85%
Aug 2010 – Aug 2020 |
9.94%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart