Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPG (Universal Power Group, Inc.) | NA | -34.27% | -31.93% | -7.74% | NA | NA | NA | … | … |
Data as of 11/12/2013, Common starting date is 01/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPG (Universal Power Group, Inc.) | 01/05/2007 | 11/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.65 | -34.27 | -31.93 | -7.74 | NA | NA | NA | … | … | -24.52 | -19.27 | -47.97 | 19.03 | 20.16 | -36.14 | -42.29 |
| Sharpe Ratio | NA | -0.38 | -0.32 | NA | NA | NA | NA | … | … | -0.43 | -0.43 | -0.86 | 0.32 | 0.22 | -0.36 | -0.80 |
| Standard Deviation(%) | NA | 90.88 | 101.16 | NA | NA | NA | NA | … | … | 64.23 | 45.54 | 55.59 | 58.97 | 90.96 | 101.67 | 57.38 |
| Draw Down(%) | NA | 42.50 | 76.43 | 76.43 | NA | NA | NA | … | … | 42.50 | 35.32 | 68.65 | 49.64 | 66.05 | 75.86 | 45.00 |
| Yield(%) | 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 11/12/2013, Common starting date is 01/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPG (Universal Power Group, Inc.) |
-27.08%
Oct 2010 – Oct 2013 |
-19.58%
Jun 2008 – Jun 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPG (Universal Power Group, Inc.) |
15.17%
Oct 2008 – Oct 2011 |
-2.64%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart