Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
UPIN (Universal Power Industry Corp) NA -100.00% -100.00% -100.00% -100.00% NA NA
Data as of 08/21/2023, Common starting date is 11/16/2009
More Performance Analytics Comparison
Name Start Date End Date
UPIN (Universal Power Industry Corp) 11/16/2009 08/21/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 NA NA -100.00 -60.00 25.31 -43.00 209.73 105.45 -63.33 -99.79 -12.50 -20.00 0.00 66.67 -97.60 -37.50 0.00
Sharpe Ratio NA NA NA NA NA NA NA NA -0.25 0.11 -0.16 0.88 0.30 -0.18 -0.17 -0.37 -0.12 0.00 0.19 -0.28 -0.14 0.00
Standard Deviation(%) NA NA NA NA NA NA NA NA 241.98 232.89 262.55 237.96 342.23 364.27 586.93 34.32 171.69 256.29 360.98 354.87 271.55 743.28
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 80.00 80.77 81.25 74.00 80.07 96.07 99.94 30.00 71.89 70.00 92.00 98.29 83.55 80.00
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/21/2023, Common starting date is 11/16/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UPIN (Universal Power Industry Corp) -94.15%
Sep 2014 – Sep 2017
-85.12%
Jun 2012 – Jun 2017
-68.68%
Jun 2010 – Jun 2020
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UPIN (Universal Power Industry Corp) 128.15%
Sep 2017 – Sep 2020
57.16%
Feb 2017 – Feb 2022
-40.05%
Jan 2012 – Jan 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return