Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UOVEF (United Overseas Bank Limited) | 12.05% | 10.60% | 19.13% | 16.02% | 13.56% | 8.97% | 10.44% | … | … |
Data as of 06/05/2026, Common starting date is 03/07/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UOVEF (United Overseas Bank Limited) | 03/07/1996 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.40 | 10.60 | 19.13 | 16.02 | 13.56 | 8.97 | 10.44 | … | … | 12.05 | -2.20 | 38.39 | -1.34 | 22.33 | 22.21 | -4.24 | 9.68 | -3.96 | 34.67 | 11.63 | -21.57 | 12.99 | 8.63 | 42.35 | -11.00 | 2.54 | 71.47 | -36.71 | 25.35 | 36.79 | 14.00 | 19.26 | 15.58 | -0.13 | -15.34 | -9.31 | 47.96 | 9.29 | -51.09 | -1.79 |
| Sharpe Ratio | NA | 0.21 | 0.45 | 0.43 | 0.40 | NA | NA | … | … | 0.82 | -0.13 | 0.93 | -0.21 | 0.68 | 1.51 | -0.09 | 0.49 | -0.20 | 1.84 | 0.56 | -0.94 | 0.89 | 0.71 | 1.74 | -0.47 | 0.19 | 1.29 | -0.88 | 1.18 | 1.88 | 1.14 | 0.95 | 0.57 | -0.06 | -0.59 | -0.47 | 0.61 | 0.08 | -1.37 | -0.20 |
| Standard Deviation(%) | NA | 37.62 | 35.17 | 31.62 | 30.06 | NA | NA | … | … | 34.04 | 39.96 | 34.52 | 26.77 | 30.91 | 14.71 | 49.28 | 16.88 | 26.34 | 18.62 | 20.23 | 22.90 | 14.66 | 12.14 | 24.52 | 23.60 | 12.90 | 55.22 | 42.58 | 18.98 | 17.89 | 10.41 | 19.37 | 25.96 | 20.03 | 30.27 | 28.47 | 73.28 | 77.55 | 39.67 | 27.99 |
| Draw Down(%) | NA | 19.29 | 19.32 | 21.15 | 42.07 | NA | NA | … | … | 16.03 | 19.32 | 11.42 | 12.85 | 21.15 | 6.46 | 39.89 | 10.01 | 20.87 | 4.35 | 14.96 | 28.66 | 10.11 | 6.14 | 13.19 | 32.38 | 6.81 | 34.86 | 44.95 | 8.33 | 5.37 | 5.11 | 8.08 | 10.77 | 19.95 | 32.83 | 30.00 | 27.53 | 49.91 | 53.22 | 21.43 |
| Yield(%) | 0.00 | 0.67 | 4.81 | 5.46 | 6.43 | 4.91 | 7.32 | … | … | 0.00 | 3.75 | 6.08 | 5.15 | 4.49 | 5.24 | 3.63 | 5.13 | 4.42 | 3.39 | 3.85 | 4.36 | 3.58 | 3.75 | 5.13 | 4.39 | 4.31 | 6.87 | 3.83 | 3.75 | 4.05 | 6.52 | 4.56 | 3.55 | 3.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/07/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UOVEF (United Overseas Bank Limited) |
-18.62%
Mar 1997 – Mar 2000 |
-13.59%
Nov 1996 – Nov 2001 |
1.25%
May 1996 – May 2006 |
3.25%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UOVEF (United Overseas Bank Limited) |
43.01%
Mar 2009 – Mar 2012 |
28.35%
Mar 2009 – Mar 2014 |
18.97%
Jun 1998 – Jun 2008 |
15.39%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart