Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPBD (Upbound Group, Inc.) | 6.32% | -19.54% | -12.32% | -17.68% | 7.30% | 0.18% | 1.13% | … | … |
Data as of 06/05/2026, Common starting date is 01/25/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPBD (Upbound Group, Inc.) | 01/25/1995 | 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 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.89 | -19.54 | -12.32 | -17.68 | 7.30 | 0.18 | 1.13 | … | … | 6.32 | -35.45 | -10.06 | 57.93 | -49.90 | 28.38 | 39.76 | 79.87 | 45.86 | 0.94 | -23.46 | -56.98 | 12.32 | -0.63 | -5.27 | 16.81 | 83.10 | 0.40 | 21.56 | -50.80 | 56.47 | -28.83 | -11.67 | 50.15 | 48.79 | -2.70 | 74.13 | -37.60 | 54.88 | 41.38 | 5.45 | 258.70 |
| Sharpe Ratio | NA | -0.47 | -0.38 | -0.40 | 0.12 | NA | NA | … | … | 0.31 | -0.76 | -0.39 | 1.48 | -0.77 | 0.60 | 0.63 | 2.33 | 0.98 | 0.01 | -0.35 | -1.15 | 0.31 | -0.04 | -0.21 | 0.42 | 2.39 | 0.01 | 0.31 | -1.30 | 1.40 | -1.25 | -0.45 | 1.69 | 0.99 | -0.08 | 0.93 | -0.68 | 0.92 | 0.81 | 0.04 | 4.67 |
| Standard Deviation(%) | NA | 47.38 | 41.19 | 48.30 | 49.25 | NA | NA | … | … | 41.75 | 50.59 | 34.83 | 37.02 | 67.01 | 47.09 | 62.67 | 33.65 | 45.69 | 46.08 | 68.51 | 49.58 | 39.88 | 18.44 | 25.06 | 39.72 | 34.77 | 44.15 | 66.63 | 41.60 | 38.04 | 24.96 | 28.19 | 29.32 | 47.90 | 65.83 | 75.44 | 60.16 | 56.15 | 46.52 | 47.69 | 61.92 |
| Draw Down(%) | NA | 40.17 | 54.21 | 71.97 | 71.97 | NA | NA | … | … | 24.45 | 44.21 | 28.42 | 26.66 | 63.46 | 33.11 | 61.19 | 18.97 | 37.98 | 32.14 | 44.03 | 58.45 | 28.67 | 17.84 | 14.69 | 37.92 | 29.15 | 24.17 | 50.66 | 57.64 | 20.33 | 42.80 | 29.97 | 18.15 | 38.58 | 63.29 | 37.25 | 54.90 | 28.17 | 29.71 | 49.34 | 27.40 |
| Yield(%) | 0.00 | 6.37 | 4.67 | 2.27 | 7.33 | 3.07 | 2.83 | … | … | 2.25 | 5.45 | 4.42 | 6.25 | 2.77 | 3.33 | 5.16 | 1.52 | 0.00 | 2.06 | 1.58 | 2.67 | 2.77 | 2.45 | 1.85 | 1.85 | 0.66 | 0.00 | 0.00 | 0.00 | 0.00 | 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 06/05/2026, Common starting date is 01/25/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPBD (Upbound Group, Inc.) |
-33.33%
Feb 2015 – Feb 2018 |
-24.95%
Feb 2013 – Feb 2018 |
-9.73%
Jan 2007 – Jan 2017 |
-5.48%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPBD (Upbound Group, Inc.) |
101.36%
Feb 2018 – Feb 2021 |
42.44%
Jul 2016 – Jul 2021 |
29.45%
Mar 1995 – Mar 2005 |
17.64%
Mar 1995 – Mar 2010 |
Annualized Rolling Returns Comparison Chart