Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPFC (United Pan Am Financial Corp) | NA | 63.49% | 51.05% | -18.43% | 2.28% | NA | NA | … | … |
Data as of 07/25/2011, Common starting date is 04/24/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPFC (United Pan Am Financial Corp) | 04/24/1998 | 07/25/2011 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 63.49 | 51.05 | -18.43 | 2.28 | NA | 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 07/25/2011, Common starting date is 04/24/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPFC (United Pan Am Financial Corp) |
-66.86%
Jan 2006 – Jan 2009 |
-42.87%
Nov 2003 – Nov 2008 |
-17.28%
Jul 1998 – Jul 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPFC (United Pan Am Financial Corp) |
160.88%
Dec 2000 – Dec 2003 |
98.80%
Jul 2000 – Jul 2005 |
21.97%
Dec 2000 – Dec 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart